|
1951
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$1.21B
|
+$143M
|
+13%
|
|
|
271
|
|
|
|
1952
|
Weatherly Asset Management
Del Mar,
California
|
$1.21B
|
+$40.5M
|
+3%
|
|
|
187
|
|
|
|
1953
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$1.21B
|
-$7.97M
|
-0.7%
|
|
|
314
|
|
|
|
1954
|
Perennial Investment Advisors
Los Angeles,
California
|
$1.21B
|
+$180M
|
+17%
|
|
|
496
|
|
|
|
1955
|
China Universal Asset Management Company
Shanghai,
China
|
$1.21B
|
+$148M
|
+14%
|
|
|
516
|
|
|
|
1956
|
Goldentree Asset Management
New York
|
$1.21B
|
+$175M
|
+17%
|
|
|
35
|
|
|
|
1957
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$1.21B
|
+$86.3M
|
+8%
|
|
|
1,217
|
|
|
|
1958
|
Anchor Investment Management
Columbia,
South Carolina
|
$1.21B
|
+$67.5M
|
+6%
|
|
|
1,084
|
|
|
|
1959
|
AltraVue Capital
Bellevue,
Washington
|
$1.21B
|
+$67.6M
|
+6%
|
|
|
27
|
|
|
|
1960
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1.21B
|
+$140M
|
+13%
|
|
|
1,609
|
|
|
|
1961
|
Stack Financial Management
Whitefish,
Montana
|
$1.21B
|
+$73M
|
+6%
|
|
|
51
|
|
|
|
1962
|
Baader Bank Aktiengesellschaft
Unterschleissheim,
Germany
|
$1.2B
|
+$42.6M
|
+4%
|
|
|
574
|
|
|
|
1963
|
|
$1.2B
|
+$828M
|
+220%
|
|
|
529
|
|
|
|
1964
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$1.2B
|
+$110M
|
+10%
|
|
|
144
|
|
|
|
1965
|
Retirement Investment Advisors
Oklahoma City,
Oklahoma
|
$1.2B
|
+$91.3M
|
+8%
|
|
|
68
|
|
|
|
1966
|
Intrust Bank
Wichita,
Kansas
|
$1.2B
|
+$74M
|
+7%
|
|
|
423
|
|
|
|
1967
|
Bangor Savings Bank
Bangor,
Maine
|
$1.2B
|
+$81.8M
|
+7%
|
|
|
573
|
|
|
|
1968
|
|
$1.2B
|
+$101M
|
+9%
|
|
|
38
|
|
|
|
1969
|
GSA Capital Partners
London,
United Kingdom
|
$1.2B
|
-$229M
|
-16%
|
|
|
2,198
|
|
|
|
1970
|
MONECO Advisors
Fairfield,
Connecticut
|
$1.2B
|
+$123M
|
+11%
|
|
|
517
|
|
|
|
1971
|
Bristlecone Advisors
Bellevue,
Washington
|
$1.2B
|
+$5.72M
|
+0.5%
|
|
|
315
|
|
|
|
1972
|
Tompkins Financial
Ithaca,
New York
|
$1.2B
|
+$108M
|
+10%
|
|
|
561
|
|
|
|
1973
|
|
$1.2B
|
+$98.5M
|
+9%
|
|
|
123
|
|
|
|
1974
|
RMR Wealth Builders
Montclair,
New Jersey
|
$1.19B
|
+$94.7M
|
+9%
|
|
|
304
|
|
|
|
1975
|
Sone Capital Management
New York
|
$1.19B
|
+$111M
|
+10%
|
|
|
128
|
|
|