|
1951
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$625M
|
+$80.2M
|
+15%
|
|
|
79
|
|
|
|
1952
|
SeaCrest Wealth Management
Purchase,
New York
|
$624M
|
+$45.4M
|
+8%
|
|
|
627
|
|
|
|
1953
|
Fairpointe Capital
Chicago,
Illinois
|
$624M
|
-$62.7M
|
-9%
|
|
|
80
|
|
|
|
1954
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$623M
|
+$64.6M
|
+12%
|
|
|
384
|
|
|
|
1955
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$623M
|
+$36.8M
|
+6%
|
|
|
440
|
|
|
|
1956
|
Kays Financial Advisory
Atlanta,
Georgia
|
$622M
|
+$48.8M
|
+8%
|
|
|
87
|
|
|
|
1957
|
Lingotto Investment Management
London,
United Kingdom
|
$622M
|
+$12.4M
|
+2%
|
|
|
9
|
|
|
|
1958
|
|
$622M
|
+$349M
|
+127%
|
|
|
99
|
|
|
|
1959
|
Waterfront Capital Partners
New York
|
$622M
|
+$22.4M
|
+4%
|
|
|
61
|
|
|
|
1960
|
Ally Financial
Detroit,
Michigan
|
$621M
|
+$13.7M
|
+2%
|
|
|
121
|
|
|
|
1961
|
|
$621M
|
+$186M
|
+43%
|
|
|
230
|
|
|
|
1962
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$621M
|
+$127M
|
+26%
|
|
|
140
|
|
|
|
1963
|
Dynamic Technology Lab
Singapore
|
$621M
|
-$43.6M
|
-7%
|
|
|
1,508
|
|
|
|
1964
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$621M
|
+$57.9M
|
+10%
|
|
|
301
|
|
|
|
1965
|
Richard C. Young & Co
Newport,
Rhode Island
|
$620M
|
+$20.1M
|
+3%
|
|
|
88
|
|
|
|
1966
|
American Assets Capital Advisers
San Diego,
California
|
$620M
|
+$100M
|
+19%
|
|
|
36
|
|
|
|
1967
|
Transform Wealth
Greenwood Village,
Colorado
|
$620M
|
+$36.4M
|
+6%
|
|
|
237
|
|
|
|
1968
|
Weatherly Asset Management
Del Mar,
California
|
$620M
|
+$54.1M
|
+10%
|
|
|
183
|
|
|
|
1969
|
Oxford Financial Group
Carmel,
Indiana
|
$620M
|
+$30.1M
|
+5%
|
|
|
204
|
|
|
|
1970
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$619M
|
+$55.9M
|
+10%
|
|
|
140
|
|
|
|
1971
|
Woodstock Corp
Boston,
Massachusetts
|
$619M
|
+$32.6M
|
+6%
|
|
|
162
|
|
|
|
1972
|
Narwhal Capital Management
Marietta,
Georgia
|
$619M
|
+$41.7M
|
+7%
|
|
|
156
|
|
|
|
1973
|
SNS Financial Group
Minneapolis,
Minnesota
|
$619M
|
+$85.8M
|
+16%
|
|
|
193
|
|
|
|
1974
|
Davide Leone & Partners Investment Company
London,
United Kingdom
|
$619M
|
-$91.4M
|
-13%
|
|
|
24
|
|
|
|
1975
|
Maple Capital Management
Montpelier,
Vermont
|
$617M
|
+$107M
|
+21%
|
|
|
105
|
|
|