|
1951
|
Romano Brothers & Co
Evanston,
Illinois
|
$58.8M
|
-$413K
|
6
|
7.42%
|
Reduced
|
|
|
1952
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$58.8M
|
+$1.38M
|
6
|
1.6%
|
Increased
|
|
|
1953
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$58.8M
|
$0
|
6
|
5.23%
|
Maintained
|
|
|
1954
|
Long Walk Management
Greenwich,
Connecticut
|
$58.8M
|
+$17M
|
2
|
21.03%
|
Increased
|
|
|
1955
|
Verity & Verity
Beaufort,
South Carolina
|
$58.7M
|
+$6.5M
|
6
|
5.36%
|
Increased
|
|
|
1956
|
Certuity
North Palm Beach,
Florida
|
$58.6M
|
-$3.08M
|
8
|
6.37%
|
Reduced
|
|
|
1957
|
Schwerin Boyle Capital Management
Springfield,
Massachusetts
|
$58.6M
|
-$269K
|
2
|
6.01%
|
Reduced
|
|
|
1958
|
NWF Advisory Services
Los Angeles,
California
|
$58.5M
|
+$9.15M
|
8
|
8.57%
|
Increased
|
|
|
1959
|
Elk River Wealth Management
Denver,
Colorado
|
$58.5M
|
-$588K
|
4
|
10.59%
|
Reduced
|
|
|
1960
|
St. Denis J. Villere & Co
New Orleans,
Louisiana
|
$58.5M
|
-$1.18M
|
4
|
5.28%
|
Reduced
|
|
|
1961
|
Clear Street Derivatives
New York
|
$58.4M
|
+$44.6M
|
3
|
0.76%
|
Increased
|
|
|
1962
|
HTLF Bank
Denver,
Colorado
|
$58.4M
|
-$1.64M
|
6
|
6.6%
|
Reduced
|
|
|
1963
|
Bright Rock Capital Management
Hanover,
Massachusetts
|
$58.3M
|
$0
|
2
|
12.44%
|
Maintained
|
|
|
1964
|
Conning Inc
Hartford,
Connecticut
|
$58.1M
|
-$3.48M
|
7
|
2.04%
|
Reduced
|
|
|
1965
|
Bell Bank
Fargo,
North Dakota
|
$58.1M
|
+$2.11M
|
7
|
4.32%
|
Increased
|
|
|
1966
|
|
$58M
|
+$114K
|
6
|
8.26%
|
Increased
|
|
|
1967
|
Monetary Management Group
St Louis,
Missouri
|
$58M
|
-$1.99M
|
6
|
15.08%
|
Reduced
|
|
|
1968
|
Two Point Capital Management
Pittsford,
New York
|
$57.8M
|
-$157K
|
3
|
20.67%
|
Reduced
|
|
|
1969
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$57.8M
|
+$1.37M
|
6
|
14.51%
|
Increased
|
|
|
1970
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$57.8M
|
+$5.56M
|
6
|
4.22%
|
Increased
|
|
|
1971
|
HCR Wealth Advisors
Los Angeles,
California
|
$57.6M
|
-$327K
|
6
|
7.22%
|
Reduced
|
|
|
1972
|
Ashburton (Jersey)
St Helier,
Jersey
|
$57.6M
|
-$10.1M
|
5
|
25.4%
|
Reduced
|
|
|
1973
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$57.5M
|
-$11.4M
|
6
|
18.45%
|
Reduced
|
|
|
1974
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$57.3M
|
-$255K
|
7
|
13.8%
|
Reduced
|
|
|
1975
|
Mengis Capital Management
Portland,
Oregon
|
$57.3M
|
-$5.07M
|
6
|
11.71%
|
Reduced
|
|
