|
1951
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$1.12B
|
+$47.3M
|
+4%
|
6.39%
|
53.7%
|
192
|
8.85%
|
|
|
1952
|
Tradition Wealth Management
Edina,
Minnesota
|
$1.12B
|
+$87.1M
|
+8%
|
6.24%
|
69.6%
|
427
|
9.6%
|
|
|
1953
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$1.12B
|
+$71.7M
|
+7%
|
5.64%
|
57.2%
|
315
|
21.9%
|
|
|
1954
|
Arax Advisory Partners
Denver,
Colorado
|
$1.12B
|
+$94.2M
|
+9%
|
6.62%
|
64.7%
|
2,679
|
7.65%
|
|
|
1955
|
Bouchey Financial Group
Troy,
New York
|
$1.12B
|
+$66M
|
+6%
|
5.07%
|
66.7%
|
159
|
10.69%
|
|
|
1956
|
Cardiff Park Advisors
Carlsbad,
California
|
$1.12B
|
+$72.4M
|
+7%
|
7.42%
|
88.6%
|
354
|
10.45%
|
|
|
1957
|
Hardy Reed
Tupelo,
Mississippi
|
$1.12B
|
+$121M
|
+12%
|
6.21%
|
69.7%
|
252
|
13.1%
|
|
|
1958
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$1.12B
|
+$67.5M
|
+6%
|
7.87%
|
69%
|
211
|
11.85%
|
|
|
1959
|
PDS Planning
Dublin,
Ohio
|
$1.12B
|
+$125M
|
+13%
|
6.72%
|
62.7%
|
447
|
12.3%
|
|
|
1960
|
ARS Investment Partners
New York
|
$1.12B
|
+$70.1M
|
+7%
|
7.41%
|
260%
|
182
|
17.03%
|
|
|
1961
|
Seven Eight Capital
New York
|
$1.11B
|
+$157M
|
+16%
|
9.65%
|
13.6%
|
994
|
64.39%
|
|
|
1962
|
Helikon Investments
London,
United Kingdom
|
$1.11B
|
+$29.8M
|
+3%
|
13.5%
|
282%
|
22
|
31.82%
|
|
|
1963
|
Stack Financial Management
Whitefish,
Montana
|
$1.11B
|
+$34M
|
+3%
|
8.62%
|
58.4%
|
50
|
6%
|
|
|
1964
|
Penobscot Investment Management
Boston,
Massachusetts
|
$1.11B
|
+$75.4M
|
+7%
|
7.32%
|
103%
|
317
|
5.05%
|
|
|
1965
|
AltraVue Capital
Bellevue,
Washington
|
$1.11B
|
+$105M
|
+10%
|
17.2%
|
221%
|
28
|
3.57%
|
|
|
1966
|
Narwhal Capital Management
Marietta,
Georgia
|
$1.11B
|
+$54.5M
|
+5%
|
5.56%
|
93.8%
|
167
|
7.78%
|
|
|
1967
|
Condor Capital Management
Martinsville,
New Jersey
|
$1.11B
|
+$65.6M
|
+6%
|
5.76%
|
58.2%
|
208
|
17.31%
|
|
|
1968
|
SlateStone Wealth
Jupiter,
Florida
|
$1.11B
|
+$188M
|
+20%
|
6.99%
|
79.1%
|
309
|
11.33%
|
|
|
1969
|
Marathon Trading Investment Management
Radnor,
Pennsylvania
|
$1.11B
|
-$213M
|
-16%
|
3.6%
|
143%
|
359
|
42.9%
|
|
|
1970
|
Melqart Asset Management
London,
United Kingdom
|
$1.11B
|
-$103M
|
-9%
|
2.37%
|
248%
|
68
|
45.59%
|
|
|
1971
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$1.11B
|
+$67.6M
|
+7%
|
5.96%
|
70.2%
|
165
|
14.55%
|
|
|
1972
|
Gillson Capital
Chicago,
Illinois
|
$1.1B
|
+$63.6M
|
+6%
|
16.6%
|
84.9%
|
92
|
69.57%
|
|
|
1973
|
Boussard & Gavaudan Investment Management
London,
United Kingdom
|
$1.1B
|
+$472M
|
+75%
|
1.49%
|
25.8%
|
114
|
67.54%
|
|
|
1974
|
Lyell Wealth Management
Menlo Park,
California
|
$1.1B
|
+$52.4M
|
+5%
|
5.53%
|
128%
|
208
|
4.81%
|
|
|
1975
|
Fairfax Financial Holdings
Toronto,
Ontario, Canada
|
$1.1B
|
-$83.4M
|
-7%
|
0.13%
|
70.7%
|
40
|
27.5%
|
|