|
1951
|
Plimoth Trust
Plymouth,
Massachusetts
|
$59.7M
|
+$469K
|
6
|
14.33%
|
Increased
|
|
|
1952
|
Clearstead Trust
Portland,
Maine
|
$59.6M
|
+$1.93M
|
15
|
11.28%
|
Increased
|
|
|
1953
|
NWF Advisory Services
Los Angeles,
California
|
$59.6M
|
+$3.32M
|
8
|
7.11%
|
Increased
|
|
|
1954
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$59.6M
|
-$921K
|
5
|
13.89%
|
Reduced
|
|
|
1955
|
Kemnay Advisory Services
New York
|
$59.6M
|
-$980K
|
4
|
9.47%
|
Reduced
|
|
|
1956
|
Tweedy, Browne Co
Stamford,
Connecticut
|
$59.4M
|
-$57.8M
|
3
|
5.51%
|
Reduced
|
|
|
1957
|
Carrhae Capital
London,
United Kingdom
|
$59.4M
|
-$4.17M
|
1
|
4.34%
|
Reduced
|
|
|
1958
|
Eagle Rock Investment Company
Atlanta,
Georgia
|
$59.4M
|
+$2.35M
|
6
|
9.4%
|
Increased
|
|
|
1959
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$59.3M
|
-$2.46M
|
7
|
4%
|
Reduced
|
|
|
1960
|
Tree Line Advisors
Central,
Hong Kong
|
$59.2M
|
$0
|
1
|
15.42%
|
Maintained
|
|
|
1961
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$59.2M
|
+$1.36M
|
7
|
10.85%
|
Increased
|
|
|
1962
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$59M
|
+$1.74M
|
10
|
8.22%
|
Increased
|
|
|
1963
|
Centaurus Financial
Anaheim,
California
|
$59M
|
-$69.8M
|
13
|
3.45%
|
Reduced
|
|
|
1964
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$59M
|
+$538K
|
6
|
10.51%
|
Increased
|
|
|
1965
|
Cooper Investors
Melbourne, Victoria,
Australia
|
$58.9M
|
-$16.8M
|
3
|
10.71%
|
Reduced
|
|
|
1966
|
|
$58.8M
|
+$592K
|
4
|
46.14%
|
Increased
|
|
|
1967
|
1248 Management
Kansas City,
Missouri
|
$58.8M
|
-$31.3K
|
7
|
21.71%
|
Reduced
|
|
|
1968
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$58.8M
|
$0
|
6
|
5.38%
|
Maintained
|
|
|
1969
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$58.8M
|
-$708K
|
6
|
10.67%
|
Reduced
|
|
|
1970
|
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
|
$58.7M
|
+$2.41M
|
2
|
13.36%
|
Increased
|
|
|
1971
|
Westerkirk Capital
Victoria,
|
$58.6M
|
+$52.2M
|
8
|
7.22%
|
New
|
|
|
1972
|
TwinBeech Capital
Purchase,
New York
|
$58.6M
|
-$47.6M
|
6
|
1.33%
|
Reduced
|
|
|
1973
|
Lake Street Private Wealth
Chicago,
Illinois
|
$58.4M
|
+$3.04M
|
7
|
8.31%
|
Increased
|
|
|
1974
|
Koshinski Asset Management
Decatur,
Illinois
|
$58.3M
|
+$790K
|
9
|
4.4%
|
Increased
|
|
|
1975
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$58.3M
|
+$6.12M
|
10
|
3.72%
|
Increased
|
|