|
1951
|
New Hampshire Trust
Concord,
New Hampshire
|
$68.3M
|
-$807K
|
6
|
13.18%
|
Reduced
|
|
|
1952
|
Csenge Advisory Group
Clearwater,
Florida
|
$68.2M
|
-$2.28M
|
8
|
3.26%
|
Reduced
|
|
|
1953
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$68.2M
|
+$2.25M
|
7
|
12.17%
|
Increased
|
|
|
1954
|
Destiny Wealth Partners
Tavares,
Florida
|
$68.1M
|
+$4.47M
|
6
|
8.35%
|
Increased
|
|
|
1955
|
Elk River Wealth Management
Denver,
Colorado
|
$68M
|
-$646K
|
5
|
10.91%
|
Reduced
|
|
|
1956
|
East Coast Asset Management
Essex,
Massachusetts
|
$68M
|
-$3.16M
|
5
|
21.29%
|
Reduced
|
|
|
1957
|
Capco Asset Management
Tampa,
Florida
|
$67.9M
|
-$13.9M
|
3
|
15.84%
|
Reduced
|
|
|
1958
|
Everhart Financial Group
Dublin,
Ohio
|
$67.7M
|
+$3.92M
|
8
|
6.78%
|
Increased
|
|
|
1959
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$67.4M
|
+$3.23M
|
7
|
6.71%
|
Increased
|
|
|
1960
|
Camden National Bank
Camden,
Maine
|
$67.4M
|
-$1.05M
|
6
|
9.43%
|
Reduced
|
|
|
1961
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$67.4M
|
-$672K
|
7
|
11.52%
|
Reduced
|
|
|
1962
|
Nilsine Partners
Greenwood Village,
Colorado
|
$67.4M
|
+$5.82M
|
8
|
6.05%
|
Increased
|
|
|
1963
|
Crédit Industriel et Commercial
Paris France,
France
|
$67.2M
|
+$498K
|
4
|
5.63%
|
Increased
|
|
|
1964
|
Clearstead Trust
Portland,
Maine
|
$67.1M
|
+$729K
|
13
|
11.47%
|
Increased
|
|
|
1965
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$67M
|
+$15.7M
|
20
|
4.38%
|
Increased
|
|
|
1966
|
Guardian Partners
Toronto,
Canada
|
$67M
|
+$2.27M
|
7
|
5.67%
|
Increased
|
|
|
1967
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$67M
|
+$1.24M
|
10
|
8.62%
|
Increased
|
|
|
1968
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$66.9M
|
+$279K
|
7
|
19.47%
|
Increased
|
|
|
1969
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$66.9M
|
-$1.31M
|
6
|
15.62%
|
Reduced
|
|
|
1970
|
Knuff & Co
Foster City,
California
|
$66.7M
|
+$10.2M
|
8
|
19.32%
|
Increased
|
|
|
1971
|
St. Denis J. Villere & Co
New Orleans,
Louisiana
|
$66.7M
|
-$1.44M
|
4
|
6.42%
|
Reduced
|
|
|
1972
|
Greatmark Investment Partners
Columbus,
Georgia
|
$66.7M
|
-$321K
|
7
|
7.99%
|
Reduced
|
|
|
1973
|
Strategic Global Advisors
Newport Beach,
California
|
$66.7M
|
-$8.14M
|
5
|
10.09%
|
Reduced
|
|
|
1974
|
Archford Capital Strategies
Swansea,
Illinois
|
$66.6M
|
-$1.34M
|
9
|
7.93%
|
Reduced
|
|
|
1975
|
Clearline Capital
New York
|
$66.5M
|
+$26.9M
|
4
|
3.05%
|
Increased
|
|
