|
1951
|
Lavaca Capital
Houston,
Texas
|
$928M
|
+$149M
|
+19%
|
5.84%
|
32%
|
205
|
34.63%
|
|
|
1952
|
Ironvine Capital Partners
Omaha,
Nebraska
|
$927M
|
-$47.4M
|
-5%
|
7.18%
|
51.8%
|
56
|
5.36%
|
|
|
1953
|
Southernsun Asset Management
Memphis,
Tennessee
|
$927M
|
-$73.1M
|
-7%
|
1.25%
|
45.7%
|
35
|
17.14%
|
|
|
1954
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$926M
|
+$20.2M
|
+2%
|
1.22%
|
64.2%
|
1,138
|
18.63%
|
|
|
1955
|
Quantitative Investment Management
Charlottesville,
Virginia
|
$925M
|
+$213M
|
+30%
|
1.64%
|
35.3%
|
355
|
80.85%
|
|
|
1956
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$925M
|
-$242M
|
-21%
|
4.06%
|
67.7%
|
399
|
18.05%
|
|
|
1957
|
McDaniel Terry & Co
Austin,
Texas
|
$925M
|
-$73.2M
|
-7%
|
6.55%
|
52.9%
|
112
|
25%
|
|
|
1958
|
Nut Tree Capital Management
New York
|
$924M
|
+$407M
|
+79%
|
9.02%
|
81.7%
|
13
|
30.77%
|
|
|
1959
|
Pelham Capital
London,
United Kingdom
|
$923M
|
-$841M
|
-48%
|
22.5%
|
141%
|
14
|
21.43%
|
|
|
1960
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$923M
|
-$38.7M
|
-4%
|
1.53%
|
81.1%
|
252
|
10.71%
|
|
|
1961
|
Executive Wealth Management
Brighton,
Michigan
|
$922M
|
-$83M
|
-8%
|
5.48%
|
18.4%
|
213
|
18.31%
|
|
|
1962
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$921M
|
-$76.8M
|
-8%
|
5.67%
|
12.6%
|
308
|
8.12%
|
|
|
1963
|
Oldfield Partners
London,
United Kingdom
|
$920M
|
+$150M
|
+19%
|
11.3%
|
90.3%
|
23
|
17.39%
|
|
|
1964
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$920M
|
-$42.1M
|
-4%
|
4.25%
|
69.4%
|
508
|
19.29%
|
|
|
1965
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$919M
|
+$74.5M
|
+9%
|
2.65%
|
69.3%
|
891
|
14.93%
|
|
|
1966
|
Journey Strategic Wealth
Summit,
New Jersey
|
$917M
|
-$43.5M
|
-5%
|
0.62%
|
62.2%
|
246
|
39.43%
|
|
|
1967
|
RWC Asset Advisors
Miami,
Florida
|
$916M
|
+$89.5M
|
+11%
|
22.4%
|
277%
|
14
|
50%
|
|
|
1968
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$915M
|
-$119M
|
-12%
|
4.39%
|
39.9%
|
118
|
16.95%
|
|
|
1969
|
Meridian Wealth Management
Lexington,
Kentucky
|
$915M
|
-$21.5M
|
-2%
|
0.01%
|
91%
|
434
|
15.9%
|
|
|
1970
|
Empowered Funds
Havertown,
Pennsylvania
|
$915M
|
+$28.1M
|
+3%
|
2.1%
|
93.5%
|
316
|
47.15%
|
|
|
1971
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$914M
|
-$6.42M
|
-0.7%
|
5.53%
|
25.7%
|
268
|
11.94%
|
|
|
1972
|
Covea Finance
Paris,
France
|
$912M
|
-$229M
|
-20%
|
9.21%
|
115%
|
58
|
13.79%
|
|
|
1973
|
Kintegral Advisory
New York
|
$911M
|
-$55M
|
-6%
|
6.35%
|
94.4%
|
268
|
2.61%
|
|
|
1974
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$908M
|
-$28.3M
|
-3%
|
2.54%
|
107%
|
99
|
9.09%
|
|
|
1975
|
First Business Financial Services
Madison,
Wisconsin
|
$904M
|
-$40.6M
|
-4%
|
5.39%
|
74%
|
180
|
10.56%
|
|