|
1951
|
Elk River Wealth Management
Denver,
Colorado
|
$38.7M
|
+$606K
|
6
|
10.04%
|
Increased
|
|
|
1952
|
Laidlaw Wealth Management
New York City,
New York
|
$38.7M
|
+$16.7M
|
7
|
9.99%
|
Increased
|
|
|
1953
|
Eudaimonia Partners
Winchester,
Tennessee
|
$38.6M
|
+$4.92M
|
8
|
7.24%
|
Increased
|
|
|
1954
|
John G. Ullman & Associates
Corning,
New York
|
$38.6M
|
-$674K
|
5
|
5.03%
|
Reduced
|
|
|
1955
|
Absoluto Partners Gestao de Recursos
Leblon, Rio De Janeiro, Rj,
Brazil
|
$38.5M
|
+$11.2M
|
3
|
4.9%
|
Increased
|
|
|
1956
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$38.5M
|
+$667K
|
6
|
6.37%
|
Increased
|
|
|
1957
|
GFG Capital
Miami,
Florida
|
$38.5M
|
+$863K
|
5
|
11.57%
|
Increased
|
|
|
1958
|
Bruderman Asset Management
Locust Valley,
New York
|
$38.5M
|
-$498K
|
6
|
11.92%
|
Reduced
|
|
|
1959
|
Capital Planning Advisors
Roseville,
California
|
$38.5M
|
+$180K
|
6
|
7.89%
|
Increased
|
|
|
1960
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$38.4M
|
+$13.5M
|
12
|
6.44%
|
Increased
|
|
|
1961
|
Crystal Rock Capital Management
Bannockburn,
Illinois
|
$38.4M
|
-$649K
|
5
|
20%
|
Reduced
|
|
|
1962
|
PM Capital
Sydney,
Australia
|
$38.3M
|
$0
|
1
|
6.91%
|
Maintained
|
|
|
1963
|
Stonnington Group
Pasadena,
California
|
$38.3M
|
+$1.69M
|
10
|
8.52%
|
Increased
|
|
|
1964
|
Perennial Investment Advisors
Los Angeles,
California
|
$38.3M
|
+$215K
|
9
|
13.97%
|
Increased
|
|
|
1965
|
Hourglass Capital
Houston,
Texas
|
$38.3M
|
-$184K
|
7
|
8.92%
|
Reduced
|
|
|
1966
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$38.3M
|
-$4.76M
|
6
|
0.5%
|
Reduced
|
|
|
1967
|
Farmers Trust Company
Youngstown,
Ohio
|
$38.2M
|
-$1.18M
|
6
|
8.47%
|
Reduced
|
|
|
1968
|
Wellington Shields & Co
New York
|
$38.2M
|
+$683K
|
9
|
12.6%
|
Increased
|
|
|
1969
|
Plimoth Trust
Plymouth,
Massachusetts
|
$38.2M
|
-$524K
|
6
|
10.71%
|
Reduced
|
|
|
1970
|
Lake Street Private Wealth
Chicago,
Illinois
|
$38.1M
|
-$424K
|
8
|
9.7%
|
Reduced
|
|
|
1971
|
TLW Wealth Management
Indian Rocks Beach,
Florida
|
$38M
|
+$605K
|
3
|
21.12%
|
Increased
|
|
|
1972
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$38M
|
+$6.6M
|
7
|
17.04%
|
Increased
|
|
|
1973
|
Sprucegrove Investment Management
Toronto,
Ontario, Canada
|
$37.9M
|
-$8.88M
|
1
|
0.89%
|
Reduced
|
|
|
1974
|
M. Kraus & Co
Shelburne,
Vermont
|
$37.9M
|
+$48.3K
|
3
|
13.62%
|
Increased
|
|
|
1975
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$37.8M
|
+$23.6K
|
7
|
7.95%
|
Increased
|
|