|
1951
|
CX Institutional
Auburn,
Indiana
|
$474M
|
+$171M
|
+57%
|
|
|
573
|
|
|
|
1952
|
Jet Capital Investors
New York
|
$473M
|
-$304M
|
-39%
|
|
|
33
|
|
|
|
1953
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$473M
|
-$53.5M
|
-10%
|
|
|
385
|
|
|
|
1954
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$473M
|
-$88.7M
|
-16%
|
|
|
367
|
|
|
|
1955
|
Caxton Associates (New York)
New York
|
$473M
|
-$458M
|
-49%
|
|
|
513
|
|
|
|
1956
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$473M
|
+$62.1M
|
+15%
|
|
|
138
|
|
|
|
1957
|
Howe & Rusling
Rochester,
New York
|
$473M
|
-$126M
|
-21%
|
|
|
958
|
|
|
|
1958
|
ARS Investment Partners
New York
|
$473M
|
-$173M
|
-27%
|
|
|
125
|
|
|
|
1959
|
Blackstart Capital
New York
|
$472M
|
+$33.1M
|
+8%
|
|
|
37
|
|
|
|
1960
|
Parplus Partners
New York
|
$471M
|
–
|
–
|
|
|
1
|
|
|
|
1961
|
Lenox Wealth Advisors
New York
|
$471M
|
-$21.5M
|
-4%
|
|
|
440
|
|
|
|
1962
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$471M
|
-$11.5M
|
-2%
|
|
|
456
|
|
|
|
1963
|
PagnatoKarp Partners
Reston,
Virginia
|
$470M
|
+$133M
|
+39%
|
|
|
184
|
|
|
|
1964
|
SigFig Wealth Management
San Francisco,
California
|
$470M
|
-$13.6M
|
-3%
|
|
|
47
|
|
|
|
1965
|
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
|
$470M
|
–
|
–
|
|
|
1
|
|
|
|
1966
|
Bruce & Co
Chicago,
Illinois
|
$470M
|
-$46.4M
|
-9%
|
|
|
50
|
|
|
|
1967
|
PM Capital
Sydney,
Australia
|
$469M
|
-$115M
|
-20%
|
|
|
26
|
|
|
|
1968
|
Atalan Capital Partners
New York
|
$469M
|
+$48.4M
|
+12%
|
|
|
11
|
|
|
|
1969
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$469M
|
+$6.3M
|
+1%
|
|
|
170
|
|
|
|
1970
|
Richard C. Young & Co
Newport,
Rhode Island
|
$468M
|
-$57.3M
|
-11%
|
|
|
72
|
|
|
|
1971
|
Callahan Advisors
Houston,
Texas
|
$468M
|
-$70.6M
|
-13%
|
|
|
142
|
|
|
|
1972
|
Global Endowment Management
Charlotte,
North Carolina
|
$468M
|
-$286M
|
-38%
|
|
|
246
|
|
|
|
1973
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$468M
|
-$18M
|
-4%
|
|
|
78
|
|
|
|
1974
|
Glynn Capital Management
Menlo Park,
California
|
$468M
|
-$29.3M
|
-6%
|
|
|
44
|
|
|
|
1975
|
Baskin Financial Services
Toronto,
Ontario, Canada
|
$466M
|
-$85.3M
|
-15%
|
|
|
43
|
|
|