|
1951
|
Goodman Financial
Houston,
Texas
|
$7.62M
|
-$340K
|
1
|
4.55%
|
Reduced
|
|
|
1952
|
Amarillo National Bank
Amarillo,
Texas
|
$7.61M
|
+$215K
|
6
|
3.41%
|
Increased
|
|
|
1953
|
|
$7.59M
|
-$391K
|
5
|
1.35%
|
Reduced
|
|
|
1954
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$7.58M
|
-$4.17M
|
5
|
1.24%
|
Reduced
|
|
|
1955
|
Alta Advisers
London,
United Kingdom
|
$7.57M
|
+$4.82M
|
1
|
37.36%
|
Increased
|
|
|
1956
|
Bonness Enterprises
Washington,
District of Columbia
|
$7.57M
|
$0
|
3
|
6.36%
|
Maintained
|
|
|
1957
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$7.57M
|
+$32.9K
|
6
|
1.12%
|
Increased
|
|
|
1958
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$7.57M
|
+$2.31M
|
4
|
1.66%
|
Increased
|
|
|
1959
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$7.56M
|
-$57.7K
|
4
|
4.12%
|
Reduced
|
|
|
1960
|
Isthmus Partners
Madison,
Wisconsin
|
$7.54M
|
-$122K
|
6
|
2.48%
|
Reduced
|
|
|
1961
|
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
|
$7.54M
|
+$16.9K
|
4
|
3.72%
|
Increased
|
|
|
1962
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$7.54M
|
+$546K
|
4
|
6.82%
|
Increased
|
|
|
1963
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$7.51M
|
+$63.6K
|
5
|
2.36%
|
Increased
|
|
|
1964
|
Willingdon Wealth Management
Huntersville,
North Carolina
|
$7.48M
|
+$862K
|
5
|
3.84%
|
Increased
|
|
|
1965
|
SNS Financial Group
Minneapolis,
Minnesota
|
$7.48M
|
+$344
|
5
|
1.88%
|
Increased
|
|
|
1966
|
Roanoke Asset Management
Jersey City,
New Jersey
|
$7.46M
|
+$950K
|
2
|
3.46%
|
Increased
|
|
|
1967
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$7.46M
|
+$4.18M
|
5
|
6.52%
|
Increased
|
|
|
1968
|
United Bank (West Virginia)
Parkersburg,
West Virginia
|
$7.46M
|
+$204K
|
5
|
3.43%
|
Increased
|
|
|
1969
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$7.45M
|
+$7.53M
|
2
|
1.41%
|
New
|
|
|
1970
|
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
|
$7.44M
|
+$5.23M
|
1
|
1.43%
|
Increased
|
|
|
1971
|
Transform Wealth
Greenwood Village,
Colorado
|
$7.42M
|
+$7.44M
|
5
|
3.12%
|
New
|
|
|
1972
|
Jabre Capital Partners
Geneva,
Switzerland
|
$7.41M
|
-$19.5M
|
3
|
2.24%
|
Reduced
|
|
|
1973
|
|
$7.4M
|
$0
|
2
|
3.3%
|
Maintained
|
|
|
1974
|
Simplex Trading
Chicago,
Illinois
|
$7.4M
|
-$23.5M
|
7
|
0.49%
|
Reduced
|
|
|
1975
|
Lipe & Dalton
Syracuse,
New York
|
$7.4M
|
+$38.6K
|
4
|
5.11%
|
Increased
|
|