|
1951
|
Clearstead Trust
Portland,
Maine
|
$61.7M
|
+$1.25M
|
15
|
10.06%
|
Increased
|
|
|
1952
|
Covenant Asset Management
Chester,
New Jersey
|
$61.7M
|
+$1.32M
|
5
|
9.29%
|
Increased
|
|
|
1953
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$61.7M
|
-$49.1K
|
6
|
14.07%
|
Reduced
|
|
|
1954
|
Lynch & Associates
Newburgh,
Indiana
|
$61.6M
|
-$412K
|
5
|
11.58%
|
Reduced
|
|
|
1955
|
SageView Advisory Group
Newport Beach,
California
|
$61.6M
|
-$5.84M
|
8
|
2.25%
|
Reduced
|
|
|
1956
|
Bulltick Wealth Management
Miami,
Florida
|
$61.5M
|
+$17M
|
6
|
13.59%
|
Increased
|
|
|
1957
|
JANA Partners Management
New York
|
$61.5M
|
+$70.6M
|
1
|
3.69%
|
New
|
|
|
1958
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$61.3M
|
-$38.7M
|
6
|
9.1%
|
Reduced
|
|
|
1959
|
Ascent Wealth Partners
New Hartford,
New York
|
$61.3M
|
+$2.26M
|
8
|
7.13%
|
Increased
|
|
|
1960
|
Keel Point
Huntsville,
Alabama
|
$61.3M
|
-$25.4M
|
7
|
4.05%
|
Reduced
|
|
|
1961
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$61.3M
|
-$1.38M
|
5
|
10.92%
|
Reduced
|
|
|
1962
|
Farmers Trust Company
Youngstown,
Ohio
|
$61.3M
|
-$230K
|
9
|
9.62%
|
Reduced
|
|
|
1963
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$61.2M
|
-$48.9K
|
5
|
14.85%
|
Reduced
|
|
|
1964
|
Personal CFO Solutions
Chester,
New Jersey
|
$61.2M
|
-$1.06M
|
13
|
8.6%
|
Reduced
|
|
|
1965
|
Berger Financial Group
Plymouth,
Minnesota
|
$61M
|
-$7.45M
|
7
|
3.42%
|
Reduced
|
|
|
1966
|
Asio Capital
Lexington,
Kentucky
|
$61M
|
+$7.29M
|
5
|
8.56%
|
Increased
|
|
|
1967
|
Stanley-Laman Group
Berwyn,
Pennsylvania
|
$60.9M
|
-$8.57M
|
8
|
7.48%
|
Reduced
|
|
|
1968
|
Rubicon Global Capital
London,
United Kingdom
|
$60.9M
|
+$23.7K
|
3
|
25.97%
|
Increased
|
|
|
1969
|
Archford Capital Strategies
Swansea,
Illinois
|
$60.9M
|
+$1.61M
|
9
|
6.97%
|
Increased
|
|
|
1970
|
Csenge Advisory Group
Clearwater,
Florida
|
$60.9M
|
-$1.93M
|
10
|
2.79%
|
Reduced
|
|
|
1971
|
Sompo Asset Management
Tokyo,
Japan
|
$60.8M
|
-$2.3M
|
6
|
11.17%
|
Reduced
|
|
|
1972
|
Romano Brothers & Co
Evanston,
Illinois
|
$60.8M
|
-$415K
|
7
|
6.91%
|
Reduced
|
|
|
1973
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$60.8M
|
-$1.29M
|
7
|
5.77%
|
Reduced
|
|
|
1974
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$60.7M
|
+$1.18M
|
6
|
3.6%
|
Increased
|
|
|
1975
|
|
$60.6M
|
+$21.6M
|
3
|
4.59%
|
Increased
|
|