|
1951
|
Essex Financial Services
Essex,
Connecticut
|
$875M
|
+$184M
|
+27%
|
|
|
491
|
|
|
|
1952
|
Cornercap Investment Counsel
Atlanta,
Georgia
|
$875M
|
-$30.6M
|
-3%
|
|
|
638
|
|
|
|
1953
|
First Business Financial Services
Madison,
Wisconsin
|
$874M
|
+$18.4M
|
+2%
|
|
|
164
|
|
|
|
1954
|
Maven Securities
St Helier,
Jersey
|
$874M
|
-$74.7M
|
-8%
|
|
|
1,032
|
|
|
|
1955
|
Transform Wealth
Greenwood Village,
Colorado
|
$872M
|
+$53.4M
|
+7%
|
|
|
240
|
|
|
|
1956
|
Jacobs & Co
San Francisco,
California
|
$869M
|
+$3.64M
|
+0.4%
|
|
|
128
|
|
|
|
1957
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$869M
|
+$43.7M
|
+5%
|
|
|
490
|
|
|
|
1958
|
Cornerstone Capital
Palo Alto,
California
|
$868M
|
-$13.8M
|
-2%
|
|
|
95
|
|
|
|
1959
|
Indaba Capital Management
San Francisco,
California
|
$867M
|
-$58.8M
|
-6%
|
|
|
78
|
|
|
|
1960
|
|
$867M
|
-$15.7M
|
-2%
|
|
|
140
|
|
|
|
1961
|
AdamCapital Gestao de Recursos
Rio De Janeiro,
Brazil
|
$867M
|
-$295M
|
-25%
|
|
|
38
|
|
|
|
1962
|
Principle Wealth Partners
Madison,
Connecticut
|
$866M
|
-$14.6M
|
-2%
|
|
|
322
|
|
|
|
1963
|
Bluefin Capital Management
New York
|
$865M
|
-$571M
|
-40%
|
|
|
676
|
|
|
|
1964
|
Bath Savings Trust
Bath,
Maine
|
$865M
|
+$17.3M
|
+2%
|
|
|
160
|
|
|
|
1965
|
|
$865M
|
-$45.5M
|
-5%
|
|
|
156
|
|
|
|
1966
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$864M
|
+$30M
|
+4%
|
|
|
370
|
|
|
|
1967
|
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
$864M
|
-$30.5M
|
-3%
|
|
|
153
|
|
|
|
1968
|
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
|
$864M
|
-$6.87M
|
-0.8%
|
|
|
61
|
|
|
|
1969
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$863M
|
+$3.77M
|
+0.4%
|
|
|
173
|
|
|
|
1970
|
Sandler Capital Management
New York
|
$862M
|
-$274M
|
-24%
|
|
|
126
|
|
|
|
1971
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$861M
|
+$4.28M
|
+0.5%
|
|
|
356
|
|
|
|
1972
|
PSquared Asset Management
Zurich,
Switzerland
|
$861M
|
-$529M
|
-38%
|
|
|
16
|
|
|
|
1973
|
Institutional Venture Management XVI
Menlo Park,
California
|
$860M
|
-$14.2M
|
-2%
|
|
|
5
|
|
|
|
1974
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$860M
|
+$27.4M
|
+3%
|
|
|
353
|
|
|
|
1975
|
Tensile Capital Management
Larkspur,
California
|
$859M
|
-$23.2M
|
-3%
|
|
|
18
|
|
|