|
1951
|
Selective Wealth Management
Forest,
Virginia
|
$18.9M
|
+$277K
|
7
|
25.97%
|
Increased
|
|
|
1952
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$18.9M
|
-$524K
|
5
|
5.25%
|
Reduced
|
|
|
1953
|
Two Sigma Securities
New York
|
$18.9M
|
+$14.1M
|
8
|
0.17%
|
Increased
|
|
|
1954
|
Abacus Planning Group
Columbia,
South Carolina
|
$18.8M
|
+$1.81M
|
7
|
9.33%
|
Increased
|
|
|
1955
|
CRA Financial Services
Northfield,
New Jersey
|
$18.8M
|
-$575K
|
6
|
11.39%
|
Reduced
|
|
|
1956
|
Riverstone Advisors
New Braunfels,
Texas
|
$18.8M
|
+$312K
|
2
|
14.44%
|
Increased
|
|
|
1957
|
Rice Partnership
Honolulu,
Hawaii
|
$18.8M
|
+$612K
|
4
|
11.77%
|
Increased
|
|
|
1958
|
|
$18.8M
|
+$204K
|
5
|
9.69%
|
Increased
|
|
|
1959
|
Haverford Financial Services
Radnor,
Pennsylvania
|
$18.8M
|
-$148K
|
2
|
6.37%
|
Reduced
|
|
|
1960
|
Summit Trail Advisors
New York
|
$18.7M
|
+$778K
|
6
|
6.65%
|
Increased
|
|
|
1961
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$18.6M
|
+$40.3K
|
9
|
6.36%
|
Increased
|
|
|
1962
|
|
$18.6M
|
-$2.44M
|
3
|
1.1%
|
Reduced
|
|
|
1963
|
TLW Wealth Management
Indian Rocks Beach,
Florida
|
$18.5M
|
+$225K
|
3
|
17.37%
|
Increased
|
|
|
1964
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$18.5M
|
+$134K
|
5
|
14.76%
|
Increased
|
|
|
1965
|
Capital City Trust
Tallahassee,
Florida
|
$18.5M
|
-$341K
|
5
|
8.16%
|
Reduced
|
|
|
1966
|
Perkins Coie Trust Company
Seattle,
Washington
|
$18.5M
|
+$883K
|
10
|
8.19%
|
Increased
|
|
|
1967
|
Kapitalo Investimentos
Sao Paulo,
Brazil
|
$18.5M
|
+$9.36M
|
1
|
8.74%
|
Increased
|
|
|
1968
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$18.5M
|
-$527K
|
5
|
4.63%
|
Reduced
|
|
|
1969
|
Cozad Asset Management
Champaign,
Illinois
|
$18.5M
|
+$79K
|
6
|
5.34%
|
Increased
|
|
|
1970
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$18.5M
|
-$3.59M
|
6
|
9.68%
|
Reduced
|
|
|
1971
|
Rock Creek Group
Washington,
District of Columbia
|
$18.5M
|
-$106K
|
4
|
8.78%
|
Reduced
|
|
|
1972
|
Icon Advisers
Greenwood Village,
Colorado
|
$18.4M
|
-$5.71M
|
6
|
2.72%
|
Reduced
|
|
|
1973
|
Court Place Advisors
Ellicott City,
Maryland
|
$18.4M
|
-$309K
|
4
|
7.15%
|
Reduced
|
|
|
1974
|
Hotaling Investment Management
Wayne,
Pennsylvania
|
$18.4M
|
+$215K
|
4
|
11.84%
|
Increased
|
|
|
1975
|
Pensionfund DSM Netherlands
Sittard,
Netherlands
|
$18.4M
|
$0
|
3
|
3.3%
|
Maintained
|
|