|
1951
|
Stamos Capital Partners
Menlo Park,
California
|
$50.9M
|
+$3.69M
|
9
|
7.8%
|
Increased
|
|
|
1952
|
Palogic Value Management
Dallas,
Texas
|
$50.9M
|
+$6.92M
|
25
|
16.61%
|
Increased
|
|
|
1953
|
Davis Rea
Toronto,
Ontario, Canada
|
$50.9M
|
+$4.46M
|
5
|
14.5%
|
Increased
|
|
|
1954
|
American Money Management
Rancho Santa Fe,
California
|
$50.8M
|
+$249K
|
10
|
7.26%
|
Increased
|
|
|
1955
|
Professional Advisory Services
Vero Beach,
Florida
|
$50.8M
|
+$1.84M
|
6
|
6.08%
|
Increased
|
|
|
1956
|
Continuum Advisory
Eagle,
Idaho
|
$50.8M
|
+$22.4M
|
63
|
4.11%
|
Increased
|
|
|
1957
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$50.7M
|
+$2.77M
|
24
|
2.42%
|
Increased
|
|
|
1958
|
Miller Howard Investments
Kingston,
New York
|
$50.7M
|
+$6.87M
|
2
|
1.35%
|
Increased
|
|
|
1959
|
Sompo Asset Management
Tokyo,
Japan
|
$50.6M
|
+$5.34M
|
16
|
8.31%
|
Increased
|
|
|
1960
|
Grafton Street Partners
North Palm Beach,
Florida
|
$50.6M
|
$0
|
3
|
27.92%
|
Maintained
|
|
|
1961
|
Premier Fund Managers
Guildford,
United Kingdom
|
$50.5M
|
-$63.8M
|
9
|
4.58%
|
Reduced
|
|
|
1962
|
Regal Investment Advisors
Kentwood,
Michigan
|
$50.5M
|
-$409K
|
13
|
2.62%
|
Reduced
|
|
|
1963
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$50.4M
|
+$2.22M
|
8
|
2.67%
|
Increased
|
|
|
1964
|
Heathbridge Capital Management
Toronto,
Ontario, Canada
|
$50.4M
|
+$16.4M
|
4
|
17.24%
|
Increased
|
|
|
1965
|
Clean Yield Group
Norwich,
Vermont
|
$50.3M
|
+$1.53M
|
21
|
12.49%
|
Increased
|
|
|
1966
|
America First Investment Advisors
Omaha,
Nebraska
|
$50.3M
|
+$23.3M
|
3
|
9.33%
|
Increased
|
|
|
1967
|
Hilton Capital Management
Garden City,
New York
|
$50.3M
|
+$19.2M
|
5
|
3.42%
|
Increased
|
|
|
1968
|
Waterloo Capital
Austin,
Texas
|
$50.2M
|
+$6.43M
|
17
|
2.82%
|
Increased
|
|
|
1969
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$50.1M
|
-$10.4M
|
7
|
2.58%
|
Reduced
|
|
|
1970
|
Wolverine Asset Management
Chicago,
Illinois
|
$50.1M
|
-$17.7M
|
21
|
0.44%
|
Reduced
|
|
|
1971
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$50.1M
|
+$1.42M
|
119
|
4.24%
|
Increased
|
|
|
1972
|
Bellevue Asset Management
Bellevue,
Washington
|
$50.1M
|
-$205K
|
20
|
23.09%
|
Reduced
|
|
|
1973
|
BlueSpruce Investments
Chicago,
Illinois
|
$50M
|
+$45.9M
|
1
|
7.69%
|
Increased
|
|
|
1974
|
Monetary Management Group
St Louis,
Missouri
|
$50M
|
-$5.7M
|
15
|
10.28%
|
Reduced
|
|
|
1975
|
Camden National Bank
Camden,
Maine
|
$50M
|
-$2.16M
|
7
|
6.52%
|
Reduced
|
|
