|
1951
|
Mirabaud & Cie
Geneva,
Switzerland
|
$23M
|
-$6.4M
|
1
|
9.25%
|
Reduced
|
|
|
1952
|
Avalon Global Asset Management
San Francisco,
California
|
$23M
|
$0
|
1
|
2.51%
|
Maintained
|
|
|
1953
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$23M
|
-$5.92M
|
1
|
4.38%
|
Reduced
|
|
|
1954
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$23M
|
-$170K
|
2
|
4.76%
|
Reduced
|
|
|
1955
|
Realta Investment Advisors
Wilmington,
Delaware
|
$23M
|
-$316K
|
1
|
7.15%
|
Reduced
|
|
|
1956
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$23M
|
+$1.7M
|
2
|
2.45%
|
Increased
|
|
|
1957
|
Chelsea Counsel Company
Los Angeles,
California
|
$23M
|
-$532K
|
1
|
9.73%
|
Reduced
|
|
|
1958
|
Ballast Advisors
Woodbury,
Minnesota
|
$23M
|
-$753K
|
1
|
5.47%
|
Reduced
|
|
|
1959
|
|
$22.9M
|
+$18M
|
2
|
0.03%
|
Increased
|
|
|
1960
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$22.9M
|
+$498K
|
1
|
2.43%
|
Increased
|
|
|
1961
|
Chancellor Financial Group WB
Wilkes-Barre,
Pennsylvania
|
$22.9M
|
+$548K
|
1
|
14.15%
|
Increased
|
|
|
1962
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$22.9M
|
-$340K
|
1
|
10.58%
|
Reduced
|
|
|
1963
|
Excelsior Advisor Network
Denver,
Colorado
|
$22.9M
|
+$14.1M
|
1
|
3.01%
|
Increased
|
|
|
1964
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$22.8M
|
-$104K
|
1
|
4.59%
|
Reduced
|
|
|
1965
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$22.8M
|
+$1.81M
|
2
|
4.29%
|
Increased
|
|
|
1966
|
Eagle Rock Investment Company
Atlanta,
Georgia
|
$22.8M
|
+$579K
|
1
|
2.82%
|
Increased
|
|
|
1967
|
Adams Asset Advisors
Dallas,
Texas
|
$22.8M
|
+$191K
|
1
|
2.58%
|
Increased
|
|
|
1968
|
Harbor Island Capital
Topsfield,
Massachusetts
|
$22.7M
|
$0
|
1
|
6.05%
|
Maintained
|
|
|
1969
|
Guardian Investment Management
Tiburon,
California
|
$22.7M
|
-$110K
|
1
|
14.67%
|
Reduced
|
|
|
1970
|
111 Capital
Paris,
France
|
$22.7M
|
+$22K
|
2
|
3.9%
|
Increased
|
|
|
1971
|
Everest Financial Group
Minneapolis,
Minnesota
|
$22.7M
|
-$1.27M
|
1
|
3.08%
|
Reduced
|
|
|
1972
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$22.7M
|
-$44.6K
|
2
|
3.18%
|
Reduced
|
|
|
1973
|
Concord Investment Counsel
Irvine,
California
|
$22.7M
|
+$743K
|
1
|
6.19%
|
Increased
|
|
|
1974
|
IPG Investment Advisors
San Diego,
California
|
$22.6M
|
+$1.96M
|
1
|
3.25%
|
Increased
|
|
|
1975
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$22.5M
|
-$91.8K
|
1
|
5.03%
|
Reduced
|
|