|
1951
|
|
$667M
|
+$150M
|
+29%
|
74.6%
|
208%
|
6
|
0%
|
|
|
1952
|
Cardano Risk Management
Rotterdam,
Netherlands
|
$667M
|
+$42M
|
+7%
|
13%
|
170%
|
5
|
0%
|
|
|
1953
|
First Interstate Bank
Billings,
Montana
|
$666M
|
-$57M
|
-8%
|
6.65%
|
48.2%
|
166
|
40.96%
|
|
|
1954
|
Dai-ichi Life Holdings
Tokyo,
Japan
|
$666M
|
+$17.2M
|
+3%
|
2.65%
|
–
|
1
|
0%
|
|
|
1955
|
Lenox Wealth Advisors
New York
|
$665M
|
+$34.4M
|
+5%
|
5.89%
|
35.7%
|
693
|
24.39%
|
|
|
1956
|
Coastline Trust
Providence,
Rhode Island
|
$665M
|
+$31.9M
|
+5%
|
7.71%
|
92.7%
|
320
|
6.88%
|
|
|
1957
|
Prospector Partners
Guilford,
Connecticut
|
$665M
|
+$90.2M
|
+16%
|
5.48%
|
53.6%
|
114
|
14.04%
|
|
|
1958
|
Thomasville National Bank
Thomasville,
Georgia
|
$665M
|
+$20.4M
|
+3%
|
6.72%
|
–
|
200
|
8%
|
|
|
1959
|
Garde Capital
Seattle,
Washington
|
$664M
|
-$27.1M
|
-4%
|
7.73%
|
57.6%
|
198
|
39.9%
|
|
|
1960
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$664M
|
+$38.9M
|
+6%
|
7.2%
|
78.9%
|
87
|
12.64%
|
|
|
1961
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$664M
|
-$1.24M
|
-0.2%
|
9.01%
|
86.3%
|
286
|
18.18%
|
|
|
1962
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$664M
|
+$36.9M
|
+6%
|
8.02%
|
61.8%
|
170
|
3.53%
|
|
|
1963
|
TD Capital Management
Memphis,
Tennessee
|
$664M
|
+$54.3M
|
+9%
|
5.17%
|
40.5%
|
301
|
11.96%
|
|
|
1964
|
Arete Wealth Advisors
Chicago,
Illinois
|
$664M
|
+$86.4M
|
+15%
|
7.52%
|
85.3%
|
422
|
22.27%
|
|
|
1965
|
ACG Wealth
Atlanta,
Georgia
|
$663M
|
+$50.4M
|
+8%
|
10.8%
|
45.5%
|
308
|
16.56%
|
|
|
1966
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$662M
|
+$35.6M
|
+6%
|
9.73%
|
58.7%
|
193
|
55.96%
|
|
|
1967
|
Fiduciary Group
Savannah,
Georgia
|
$662M
|
+$62.7M
|
+10%
|
7.78%
|
67.1%
|
215
|
11.63%
|
|
|
1968
|
Alpine Woods Capital Investors
Purchase,
New York
|
$662M
|
+$142M
|
+27%
|
10%
|
105%
|
265
|
16.23%
|
|
|
1969
|
Community Bank
Dewitt,
New York
|
$662M
|
+$66.3M
|
+11%
|
7.41%
|
73.5%
|
498
|
12.85%
|
|
|
1970
|
Carret Asset Management
New York
|
$661M
|
+$44.9M
|
+7%
|
9.15%
|
94.4%
|
268
|
8.58%
|
|
|
1971
|
Nexus Investment Management
Toronto,
Ontario, Canada
|
$660M
|
+$10.1M
|
+2%
|
5.18%
|
77.5%
|
67
|
7.46%
|
|
|
1972
|
Kintegral Advisory
New York
|
$660M
|
+$38M
|
+6%
|
11.7%
|
124%
|
266
|
0%
|
|
|
1973
|
Arcus Capital Partners
Atlanta,
Georgia
|
$659M
|
+$298M
|
+83%
|
72.5%
|
69.2%
|
87
|
50.57%
|
|
|
1974
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$658M
|
+$80M
|
+14%
|
9.92%
|
28.3%
|
969
|
17.65%
|
|
|
1975
|
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
|
$658M
|
+$22M
|
+3%
|
14.9%
|
140%
|
30
|
10%
|
|