|
1951
|
Perennial Investment Advisors
Los Angeles,
California
|
$37.8M
|
-$242K
|
9
|
13.38%
|
Reduced
|
|
|
1952
|
NorthRock Partners
Minneapolis,
Minnesota
|
$37.8M
|
+$6.33M
|
8
|
3.09%
|
Increased
|
|
|
1953
|
Whalerock Point Partners
Providence,
Rhode Island
|
$37.8M
|
+$1.09M
|
5
|
14.64%
|
Increased
|
|
|
1954
|
Selective Wealth Management
Forest,
Virginia
|
$37.7M
|
+$15.3M
|
11
|
19.99%
|
Increased
|
|
|
1955
|
Redwood Investments
Boston,
Massachusetts
|
$37.6M
|
+$2.78M
|
6
|
3.14%
|
Increased
|
|
|
1956
|
Consolidated Capital Management
Burbank,
California
|
$37.6M
|
-$73.1K
|
3
|
17.68%
|
Reduced
|
|
|
1957
|
Bandera Partners
New York
|
$37.6M
|
$0
|
3
|
15.16%
|
Maintained
|
|
|
1958
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$37.6M
|
-$195K
|
6
|
7.94%
|
Reduced
|
|
|
1959
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$37.5M
|
+$1.39M
|
5
|
4.95%
|
Increased
|
|
|
1960
|
XML Financial
Bethesda,
Maryland
|
$37.4M
|
+$28.5M
|
6
|
4.99%
|
Increased
|
|
|
1961
|
Crystal Rock Capital Management
Bannockburn,
Illinois
|
$37.4M
|
-$3.24M
|
5
|
19.87%
|
Reduced
|
|
|
1962
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$37.3M
|
+$910K
|
6
|
8.02%
|
Increased
|
|
|
1963
|
Wisconsin Capital Management
Madison,
Wisconsin
|
$37.2M
|
-$1M
|
5
|
15.26%
|
Reduced
|
|
|
1964
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$37.2M
|
-$2.32M
|
6
|
0.48%
|
Reduced
|
|
|
1965
|
Scott & Selber Inc
Houston,
Texas
|
$37.1M
|
-$1.14M
|
4
|
15.05%
|
Reduced
|
|
|
1966
|
Harber Asset Management
Asheville,
North Carolina
|
$37.1M
|
-$4.02M
|
3
|
8.92%
|
Reduced
|
|
|
1967
|
SOA Wealth Advisors
New York
|
$37.1M
|
+$1.3M
|
12
|
9.5%
|
Increased
|
|
|
1968
|
Manchester Capital Management
Manchester,
Vermont
|
$37M
|
+$642K
|
13
|
5.07%
|
Increased
|
|
|
1969
|
Perkins Coie Trust Company
Seattle,
Washington
|
$37M
|
+$177K
|
9
|
11.58%
|
Increased
|
|
|
1970
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$37M
|
+$2.31M
|
8
|
5.62%
|
Increased
|
|
|
1971
|
Herald Investment Management
London,
United Kingdom
|
$37M
|
+$3.56M
|
9
|
6.08%
|
Increased
|
|
|
1972
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$37M
|
-$435K
|
6
|
11.88%
|
Reduced
|
|
|
1973
|
IPG Investment Advisors
San Diego,
California
|
$36.9M
|
-$1.77M
|
6
|
11.69%
|
Reduced
|
|
|
1974
|
Altavista Wealth Management
Asheville,
North Carolina
|
$36.9M
|
-$2.08M
|
6
|
8.21%
|
Reduced
|
|
|
1975
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$36.9M
|
$0
|
8
|
9.87%
|
Maintained
|
|
