|
1951
|
CapWealth Advisors
Franklin,
Tennessee
|
$921M
|
+$42.5M
|
+5%
|
6.06%
|
143%
|
108
|
6.48%
|
|
|
1952
|
Grassi Investment Management
Santa Clara,
California
|
$921M
|
+$38.9M
|
+4%
|
6.77%
|
170%
|
150
|
9.33%
|
|
|
1953
|
Cavalry Management Group
San Francisco,
California
|
$920M
|
-$158M
|
-15%
|
14.4%
|
59.6%
|
49
|
44.9%
|
|
|
1954
|
Accenture
Dublin,
Ireland
|
$917M
|
-$34.3M
|
-4%
|
3.61%
|
–
|
1
|
0%
|
|
|
1955
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$916M
|
+$22.1M
|
+2%
|
5.3%
|
62.6%
|
187
|
3.21%
|
|
|
1956
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$916M
|
+$52.3M
|
+6%
|
5.47%
|
69%
|
204
|
17.65%
|
|
|
1957
|
Bogart Wealth LLC
Mclean,
Virginia
|
$915M
|
+$197M
|
+27%
|
5.91%
|
60.5%
|
742
|
19.27%
|
|
|
1958
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$915M
|
+$73.2M
|
+9%
|
10.7%
|
85.9%
|
674
|
8.61%
|
|
|
1959
|
Webster Bank
Waterbury,
Connecticut
|
$914M
|
+$35.9M
|
+4%
|
7.46%
|
77.5%
|
563
|
9.41%
|
|
|
1960
|
Autus Asset Management
Scottsdale,
Arizona
|
$913M
|
+$64.3M
|
+8%
|
7.81%
|
26.3%
|
171
|
4.68%
|
|
|
1961
|
Southernsun Asset Management
Memphis,
Tennessee
|
$913M
|
-$50.3M
|
-5%
|
1.22%
|
45.7%
|
36
|
11.11%
|
|
|
1962
|
Ironvine Capital Partners
Omaha,
Nebraska
|
$913M
|
+$53.8M
|
+6%
|
10.7%
|
51.8%
|
65
|
20%
|
|
|
1963
|
Executive Wealth Management
Brighton,
Michigan
|
$912M
|
+$60M
|
+7%
|
7.47%
|
18.4%
|
204
|
14.22%
|
|
|
1964
|
Caxton Associates (New York)
New York
|
$912M
|
-$191M
|
-17%
|
5.98%
|
73.9%
|
671
|
69.75%
|
|
|
1965
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$912M
|
+$241M
|
+36%
|
5.98%
|
42.9%
|
772
|
15.41%
|
|
|
1966
|
Chescapmanager
Baltimore,
Maryland
|
$911M
|
-$26.5M
|
-3%
|
1.42%
|
215%
|
90
|
44.44%
|
|
|
1967
|
Mudrick Capital Management
New York
|
$911M
|
+$28.7M
|
+3%
|
31.3%
|
223%
|
14
|
42.86%
|
|
|
1968
|
Simcoe Capital Management
New York
|
$910M
|
+$125M
|
+16%
|
16.1%
|
45.9%
|
18
|
44.44%
|
|
|
1969
|
SP Asset Management
Cupertino,
California
|
$910M
|
+$105M
|
+13%
|
10.9%
|
82.9%
|
121
|
11.57%
|
|
|
1970
|
|
$910M
|
+$75.5M
|
+9%
|
4.45%
|
42.6%
|
151
|
14.57%
|
|
|
1971
|
Forward Management
San Francisco,
California
|
$908M
|
+$413M
|
+84%
|
4.53%
|
36.9%
|
29
|
51.72%
|
|
|
1972
|
Trigran Investments
Northbrook,
Illinois
|
$907M
|
+$97.6M
|
+12%
|
5.51%
|
11.2%
|
21
|
14.29%
|
|
|
1973
|
Greenvale Capital
London,
United Kingdom
|
$907M
|
-$12.1M
|
-1%
|
10.4%
|
59.6%
|
18
|
55.56%
|
|
|
1974
|
Condor Capital Management
Martinsville,
New Jersey
|
$906M
|
+$63.2M
|
+8%
|
6.25%
|
47.3%
|
340
|
25%
|
|
|
1975
|
Cornercap Investment Counsel
Atlanta,
Georgia
|
$905M
|
+$10.8M
|
+1%
|
4.84%
|
55.4%
|
631
|
31.22%
|
|