|
1951
|
Gemmer Asset Management
Walnut Creek,
California
|
$1.3B
|
+$58M
|
+5%
|
|
|
174
|
|
|
|
1952
|
United Asset Strategies
Garden City,
New York
|
$1.3B
|
+$48.8M
|
+4%
|
|
|
272
|
|
|
|
1953
|
DigitalBridge Group
Boca Raton,
Florida
|
$1.3B
|
+$68.2M
|
+6%
|
|
|
75
|
|
|
|
1954
|
Kryger Capital
London,
United Kingdom
|
$1.29B
|
+$429M
|
+50%
|
|
|
65
|
|
|
|
1955
|
Crosslink Capital
Menlo Park,
California
|
$1.29B
|
-$83.8M
|
-6%
|
|
|
25
|
|
|
|
1956
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$1.29B
|
+$79.8M
|
+7%
|
|
|
321
|
|
|
|
1957
|
Cozad Asset Management
Champaign,
Illinois
|
$1.29B
|
+$32.6M
|
+3%
|
|
|
436
|
|
|
|
1958
|
Seilern Investment Management
London,
United Kingdom
|
$1.29B
|
-$94.1M
|
-7%
|
|
|
24
|
|
|
|
1959
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$1.29B
|
-$185M
|
-13%
|
|
|
135
|
|
|
|
1960
|
|
$1.29B
|
+$84.1M
|
+7%
|
|
|
609
|
|
|
|
1961
|
Transcend Capital Advisors
Madison,
New Jersey
|
$1.29B
|
-$127M
|
-9%
|
|
|
771
|
|
|
|
1962
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$1.29B
|
-$7.76M
|
-0.6%
|
|
|
192
|
|
|
|
1963
|
Verity & Verity
Beaufort,
South Carolina
|
$1.29B
|
+$38.4M
|
+3%
|
|
|
157
|
|
|
|
1964
|
Harbor Capital Advisors
Chicago,
Illinois
|
$1.29B
|
+$889K
|
+0.1%
|
|
|
1,393
|
|
|
|
1965
|
Novo Holdings A/S
Hellerup,
Denmark
|
$1.29B
|
-$264M
|
-17%
|
|
|
28
|
|
|
|
1966
|
Tompkins Financial
Ithaca,
New York
|
$1.29B
|
+$90.1M
|
+8%
|
|
|
664
|
|
|
|
1967
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$1.29B
|
–
|
–
|
|
|
1,565
|
|
|
|
1968
|
Covalis Capital
London,
United Kingdom
|
$1.28B
|
+$422M
|
+49%
|
|
|
102
|
|
|
|
1969
|
140 Summer Partners
New York
|
$1.28B
|
+$152M
|
+13%
|
|
|
26
|
|
|
|
1970
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$1.28B
|
+$50.4M
|
+4%
|
|
|
258
|
|
|
|
1971
|
Capital Impact Advisors
Boston,
Massachusetts
|
$1.28B
|
+$831M
|
+186%
|
|
|
35
|
|
|
|
1972
|
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
$1.28B
|
+$29.7M
|
+2%
|
|
|
115
|
|
|
|
1973
|
E-L Financial Corp
Toronto,
Ontario, Canada
|
$1.27B
|
+$11.7M
|
+0.9%
|
|
|
1
|
|
|
|
1974
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$1.27B
|
+$151M
|
+13%
|
|
|
422
|
|
|
|
1975
|
Private Advisory Group
Redmond,
Washington
|
$1.27B
|
+$122M
|
+11%
|
|
|
276
|
|
|