|
1951
|
Thompson Investment Management
Madison,
Wisconsin
|
$1.89M
|
-$242K
|
-6,556
|
-11%
|
|
|
1952
|
Penserra Capital Management
Orinda,
California
|
$1.88M
|
+$1.56M
|
+42,080
|
+410%
|
|
|
1953
|
Day & Ennis
Macon,
Georgia
|
$1.88M
|
+$103K
|
+2,792
|
+6%
|
|
|
1954
|
MCF Advisors
Covington,
Kentucky
|
$1.88M
|
-$27.8K
|
-752
|
-1%
|
|
|
1955
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$1.87M
|
+$104K
|
+2,800
|
+6%
|
|
|
1956
|
American Asset Management
Boca Raton,
Florida
|
$1.87M
|
-$5.92K
|
-160
|
-0.3%
|
|
|
1957
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$1.86M
|
-$152K
|
-4,120
|
-7%
|
|
|
1958
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$1.86M
|
+$196K
|
+5,312
|
+10%
|
|
|
1959
|
Dreman Value Management
West Palm Beach,
Florida
|
$1.86M
|
-$705K
|
-19,080
|
-27%
|
|
|
1960
|
BSW Wealth Partners
Boulder,
Colorado
|
$1.86M
|
+$418K
|
+11,296
|
+28%
|
|
|
1961
|
Tarbox Family Office
Newport Beach,
California
|
$1.86M
|
-$42.6K
|
-1,152
|
-2%
|
|
|
1962
|
Tower Research Capital (TRC)
New York
|
$1.85M
|
+$1.89M
|
+51,036
|
+12,759%
|
|
|
1963
|
Balentine LLC
Atlanta,
Georgia
|
$1.85M
|
-$33.7K
|
-912
|
-2%
|
|
|
1964
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$1.84M
|
–
|
–
|
–
|
|
|
1965
|
Independence Advisors
Wayne,
Pennsylvania
|
$1.84M
|
+$16.9K
|
+456
|
+0.9%
|
|
|
1966
|
Ninety One North America
New York
|
$1.84M
|
+$124K
|
+3,352
|
+7%
|
|
|
1967
|
Horizon Kinetics
New York
|
$1.83M
|
+$752K
|
+20,332
|
+66%
|
|
|
1968
|
Dodge & Cox
San Francisco,
California
|
$1.83M
|
-$73.9K
|
-2,000
|
-4%
|
|
|
1969
|
Elm Advisors
Burlingame,
California
|
$1.82M
|
-$19.8K
|
-536
|
-1%
|
|
|
1970
|
Navellier & Associates
Reno,
Nevada
|
$1.82M
|
+$149K
|
+4,040
|
+9%
|
|
|
1971
|
Ritholtz Wealth Management
New York
|
$1.82M
|
+$1.87M
|
+50,456
|
New
|
|
|
1972
|
Baltimore Capital Management
Baltimore,
Maryland
|
$1.81M
|
-$322K
|
-8,700
|
-15%
|
|
|
1973
|
Highlander Capital Management
Short Hills,
New Jersey
|
$1.81M
|
-$200K
|
-5,400
|
-10%
|
|
|
1974
|
Advisory Research
Chicago,
Illinois
|
$1.8M
|
+$477K
|
+12,912
|
+35%
|
|
|
1975
|
Barber Financial Group
Lenexa,
Kansas
|
$1.8M
|
-$47.3K
|
-1,280
|
-3%
|
|
