|
1951
|
SeaCrest Wealth Management
Purchase,
New York
|
$597M
|
+$62.6M
|
+12%
|
|
|
599
|
|
|
|
1952
|
Argent Wealth Management
Waltham,
Massachusetts
|
$597M
|
–
|
–
|
|
|
177
|
|
|
|
1953
|
Frazier Management
Seattle,
Washington
|
$596M
|
+$276M
|
+86%
|
|
|
21
|
|
|
|
1954
|
Van Den Berg Management I
Austin,
Texas
|
$596M
|
+$18.3M
|
+3%
|
|
|
69
|
|
|
|
1955
|
Ithaka Group
Arlington,
Virginia
|
$596M
|
-$111M
|
-16%
|
|
|
39
|
|
|
|
1956
|
ARS Investment Partners
New York
|
$595M
|
+$38.3M
|
+7%
|
|
|
120
|
|
|
|
1957
|
Bardin Hill Management Partners
New York
|
$594M
|
+$25.9M
|
+5%
|
|
|
48
|
|
|
|
1958
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$594M
|
+$54.9M
|
+10%
|
|
|
134
|
|
|
|
1959
|
FAS Wealth Partners
Leawood,
Kansas
|
$594M
|
+$46.8M
|
+9%
|
|
|
298
|
|
|
|
1960
|
Summit Securities Group
New York
|
$594M
|
+$334M
|
+128%
|
|
|
334
|
|
|
|
1961
|
Stewart & Patten Company
Lafayette,
California
|
$594M
|
+$21.3M
|
+4%
|
|
|
105
|
|
|
|
1962
|
Brigade Capital Management
New York
|
$593M
|
-$76.4M
|
-11%
|
|
|
56
|
|
|
|
1963
|
Astor Investment Management
Chicago,
Illinois
|
$592M
|
-$32M
|
-5%
|
|
|
62
|
|
|
|
1964
|
CreativeOne Wealth
Overland Park,
Kansas
|
$592M
|
+$74.1M
|
+14%
|
|
|
231
|
|
|
|
1965
|
Segment Wealth Management
Houston,
Texas
|
$592M
|
+$81.1M
|
+16%
|
|
|
236
|
|
|
|
1966
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$592M
|
+$25M
|
+4%
|
|
|
292
|
|
|
|
1967
|
Presima Securities
Montreal,
Quebec, Canada
|
$591M
|
-$18.3M
|
-3%
|
|
|
40
|
|
|
|
1968
|
Charles-Lim Capital
Central,
Hong Kong
|
$590M
|
+$89.3M
|
+18%
|
|
|
4
|
|
|
|
1969
|
James Hambro & Partners
London,
United Kingdom
|
$590M
|
+$89.9M
|
+18%
|
|
|
53
|
|
|
|
1970
|
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
|
$589M
|
+$42.3M
|
+8%
|
|
|
547
|
|
|
|
1971
|
CDAM (UK)
London,
United Kingdom
|
$589M
|
+$27.4M
|
+5%
|
|
|
15
|
|
|
|
1972
|
Summit Financial
Parsippany,
New Jersey
|
$589M
|
-$1.41M
|
-0.2%
|
|
|
47
|
|
|
|
1973
|
Accredited Investors
Edina,
Minnesota
|
$589M
|
+$69.4M
|
+13%
|
|
|
152
|
|
|
|
1974
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$589M
|
+$43.2M
|
+8%
|
|
|
137
|
|
|
|
1975
|
Trek Financial
Scottsdale,
Arizona
|
$588M
|
-$119M
|
-17%
|
|
|
127
|
|
|