|
1951
|
|
$1.29B
|
+$84.1M
|
+7%
|
|
|
609
|
|
|
|
1952
|
Transcend Capital Advisors
Madison,
New Jersey
|
$1.29B
|
-$127M
|
-9%
|
|
|
771
|
|
|
|
1953
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$1.29B
|
-$7.76M
|
-0.6%
|
|
|
192
|
|
|
|
1954
|
Verity & Verity
Beaufort,
South Carolina
|
$1.29B
|
+$38.4M
|
+3%
|
|
|
157
|
|
|
|
1955
|
Harbor Capital Advisors
Chicago,
Illinois
|
$1.29B
|
+$889K
|
+0.1%
|
|
|
1,393
|
|
|
|
1956
|
Novo Holdings A/S
Hellerup,
Denmark
|
$1.29B
|
-$264M
|
-17%
|
|
|
28
|
|
|
|
1957
|
Tompkins Financial
Ithaca,
New York
|
$1.29B
|
+$90.1M
|
+8%
|
|
|
664
|
|
|
|
1958
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$1.29B
|
–
|
–
|
|
|
1,565
|
|
|
|
1959
|
Covalis Capital
London,
United Kingdom
|
$1.28B
|
+$422M
|
+49%
|
|
|
102
|
|
|
|
1960
|
140 Summer Partners
New York
|
$1.28B
|
+$152M
|
+13%
|
|
|
26
|
|
|
|
1961
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$1.28B
|
+$50.4M
|
+4%
|
|
|
258
|
|
|
|
1962
|
Capital Impact Advisors
Boston,
Massachusetts
|
$1.28B
|
+$831M
|
+186%
|
|
|
35
|
|
|
|
1963
|
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
$1.28B
|
+$29.7M
|
+2%
|
|
|
115
|
|
|
|
1964
|
E-L Financial Corp
Toronto,
Ontario, Canada
|
$1.27B
|
+$11.7M
|
+0.9%
|
|
|
1
|
|
|
|
1965
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$1.27B
|
+$151M
|
+13%
|
|
|
422
|
|
|
|
1966
|
Private Advisory Group
Redmond,
Washington
|
$1.27B
|
+$122M
|
+11%
|
|
|
276
|
|
|
|
1967
|
Hikari Power
Tokyo,
Japan
|
$1.27B
|
+$26.8M
|
+2%
|
|
|
64
|
|
|
|
1968
|
|
$1.27B
|
+$44.1M
|
+4%
|
|
|
39
|
|
|
|
1969
|
Trust Point Inc
La Crosse,
Wisconsin
|
$1.27B
|
+$27.7M
|
+2%
|
|
|
507
|
|
|
|
1970
|
LGT Fund Management
Vaduz,
Liechtenstein
|
$1.27B
|
+$29.2M
|
+2%
|
|
|
257
|
|
|
|
1971
|
SP Asset Management
Cupertino,
California
|
$1.26B
|
+$4.98M
|
+0.4%
|
|
|
144
|
|
|
|
1972
|
Perennial Investment Advisors
Los Angeles,
California
|
$1.26B
|
+$54.5M
|
+4%
|
|
|
513
|
|
|
|
1973
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$1.26B
|
+$176M
|
+16%
|
|
|
284
|
|
|
|
1974
|
CGN Advisors
Manhattan,
Kansas
|
$1.26B
|
+$46.4M
|
+4%
|
|
|
324
|
|
|
|
1975
|
Windward Capital Management
Los Angeles,
California
|
$1.26B
|
+$8.35M
|
+0.7%
|
|
|
73
|
|
|