|
1951
|
Venturi Wealth Management
Austin,
Texas
|
$17.9M
|
-$2.21M
|
7
|
2.43%
|
Reduced
|
|
|
1952
|
|
$17.9M
|
-$3.79M
|
3
|
9.75%
|
Reduced
|
|
|
1953
|
Global Retirement Partners
San Rafael,
California
|
$17.9M
|
+$4.84M
|
16
|
3.43%
|
Increased
|
|
|
1954
|
Hotaling Investment Management
Wayne,
Pennsylvania
|
$17.9M
|
+$173K
|
4
|
11.49%
|
Increased
|
|
|
1955
|
Richard C. Young & Co
Newport,
Rhode Island
|
$17.9M
|
+$5.37M
|
2
|
3.39%
|
Increased
|
|
|
1956
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$17.8M
|
+$2.73M
|
8
|
6.52%
|
Increased
|
|
|
1957
|
TLW Wealth Management
Indian Rocks Beach,
Florida
|
$17.8M
|
-$127K
|
3
|
17.36%
|
Reduced
|
|
|
1958
|
Abacus Planning Group
Columbia,
South Carolina
|
$17.8M
|
+$87.2K
|
7
|
10.7%
|
Increased
|
|
|
1959
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$17.8M
|
-$1.19M
|
12
|
8.17%
|
Reduced
|
|
|
1960
|
Intersect Capital
San Ramon,
California
|
$17.8M
|
+$980K
|
7
|
6.87%
|
Increased
|
|
|
1961
|
Rice Partnership
Honolulu,
Hawaii
|
$17.8M
|
+$322K
|
4
|
11.98%
|
Increased
|
|
|
1962
|
Cedar Capital
Barrington,
Illinois
|
$17.8M
|
+$2.47M
|
8
|
7.56%
|
Increased
|
|
|
1963
|
Darwin Wealth Management
Tampa,
Florida
|
$17.7M
|
-$321K
|
6
|
5.49%
|
Reduced
|
|
|
1964
|
Selective Wealth Management
Forest,
Virginia
|
$17.7M
|
+$101K
|
2
|
28.65%
|
Increased
|
|
|
1965
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$17.7M
|
+$1.04M
|
7
|
1.39%
|
Increased
|
|
|
1966
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$17.7M
|
-$141K
|
4
|
16.66%
|
Reduced
|
|
|
1967
|
Stanley Capital Management
Houston,
Texas
|
$17.6M
|
-$825K
|
3
|
8.49%
|
Reduced
|
|
|
1968
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$17.6M
|
-$397K
|
9
|
6.19%
|
Reduced
|
|
|
1969
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$17.6M
|
+$320K
|
6
|
7.54%
|
Increased
|
|
|
1970
|
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
|
$17.6M
|
+$7.84M
|
7
|
3.31%
|
Increased
|
|
|
1971
|
Aspiriant LLC
Los Angeles,
California
|
$17.6M
|
-$1.27M
|
7
|
1.47%
|
Reduced
|
|
|
1972
|
Xcel Wealth Management
Holly Hill,
Florida
|
$17.6M
|
+$2.08M
|
8
|
17.22%
|
Increased
|
|
|
1973
|
Liberty Capital Management
Birmingham,
Michigan
|
$17.5M
|
+$83.8K
|
5
|
7.87%
|
Increased
|
|
|
1974
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$17.5M
|
-$1.02M
|
5
|
9.72%
|
Reduced
|
|
|
1975
|
Prelude Capital Management
New York
|
$17.5M
|
+$625K
|
10
|
0.86%
|
Increased
|
|