|
1951
|
Circle Wealth Management
Summit,
New Jersey
|
$33.6M
|
-$868K
|
7
|
5.35%
|
Reduced
|
|
|
1952
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$33.5M
|
+$1.04M
|
6
|
11.28%
|
Increased
|
|
|
1953
|
Transform Wealth
Greenwood Village,
Colorado
|
$33.5M
|
-$404K
|
4
|
6.72%
|
Reduced
|
|
|
1954
|
GFG Capital
Miami,
Florida
|
$33.5M
|
+$455K
|
5
|
11.57%
|
Increased
|
|
|
1955
|
Managed Asset Portfolios
Rochester,
Michigan
|
$33.5M
|
-$485K
|
2
|
5.38%
|
Reduced
|
|
|
1956
|
Capital Planning Advisors
Roseville,
California
|
$33.5M
|
-$1.7M
|
6
|
7.5%
|
Reduced
|
|
|
1957
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$33.4M
|
+$198K
|
6
|
9.95%
|
Increased
|
|
|
1958
|
Trust Company of Kansas
Wichita,
Kansas
|
$33.4M
|
+$69.9K
|
3
|
21.86%
|
Increased
|
|
|
1959
|
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
|
$33.4M
|
+$36.5K
|
3
|
8.86%
|
Increased
|
|
|
1960
|
Crystal Rock Capital Management
Bannockburn,
Illinois
|
$33.4M
|
-$2.77M
|
5
|
18.13%
|
Reduced
|
|
|
1961
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$33.4M
|
-$999K
|
6
|
8.39%
|
Reduced
|
|
|
1962
|
Chelsea Counsel Company
Los Angeles,
California
|
$33.4M
|
-$1.25M
|
5
|
16.53%
|
Reduced
|
|
|
1963
|
Symphony Financial
Houston,
Texas
|
$33.3M
|
+$24.2M
|
9
|
8.8%
|
Increased
|
|
|
1964
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$33.3M
|
-$349K
|
6
|
6.19%
|
Reduced
|
|
|
1965
|
Elk River Wealth Management
Denver,
Colorado
|
$33.3M
|
+$1.71M
|
6
|
9.47%
|
Increased
|
|
|
1966
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$33.2M
|
-$134K
|
5
|
18.31%
|
Reduced
|
|
|
1967
|
Dash Acquisitions
Woodland Hills,
California
|
$33.2M
|
+$6.13M
|
4
|
21.78%
|
Increased
|
|
|
1968
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$33.1M
|
+$2.65M
|
6
|
6.17%
|
Increased
|
|
|
1969
|
Brookstone Capital Management
Wheaton,
Illinois
|
$33.1M
|
+$1.7M
|
7
|
1.27%
|
Increased
|
|
|
1970
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$33M
|
+$54.8K
|
7
|
7.69%
|
Increased
|
|
|
1971
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$33M
|
-$585K
|
6
|
2.68%
|
Reduced
|
|
|
1972
|
Wellington Shields & Co
New York
|
$32.8M
|
-$43.8K
|
9
|
11.76%
|
Reduced
|
|
|
1973
|
Renaissance Capital
Stamford,
Connecticut
|
$32.8M
|
-$6.87M
|
4
|
4.86%
|
Reduced
|
|
|
1974
|
First Interstate Bancsystem
Billings,
Montana
|
$32.8M
|
+$32.5M
|
4
|
3.9%
|
New
|
|
|
1975
|
Brightworth
Atlanta,
Georgia
|
$32.7M
|
+$1.81M
|
5
|
3.02%
|
Increased
|
|