|
1951
|
Quest Investment Management
Lake Oswego,
Oregon
|
$55M
|
-$7.98M
|
5
|
6.43%
|
Reduced
|
|
|
1952
|
Generali Powszechne Towarzystwo Emerytalne
Warsaw,
Poland
|
$55M
|
+$17M
|
1
|
8.71%
|
Increased
|
|
|
1953
|
Gabelli & Co Investment Advisers
Rye,
New York
|
$54.9M
|
+$12.1M
|
12
|
7.99%
|
Increased
|
|
|
1954
|
Physicians Financial Services
Raleigh,
North Carolina
|
$54.9M
|
+$552K
|
4
|
13.7%
|
Increased
|
|
|
1955
|
Wealth Group
Raleigh,
North Carolina
|
$54.9M
|
+$43.2M
|
4
|
13.7%
|
Increased
|
|
|
1956
|
BOCHK Asset Management
Hong Kong
|
$54.9M
|
-$4.03M
|
4
|
8.65%
|
Reduced
|
|
|
1957
|
James Investment Research
Alpha,
Ohio
|
$54.7M
|
-$1.28M
|
6
|
5.56%
|
Reduced
|
|
|
1958
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$54.6M
|
-$277K
|
6
|
11.57%
|
Reduced
|
|
|
1959
|
Triavera Capital
Larkspur,
California
|
$54.6M
|
-$4.77M
|
3
|
29.69%
|
Reduced
|
|
|
1960
|
Kohlberg Kravis Roberts & Co
New York
|
$54.6M
|
$0
|
1
|
0.96%
|
Maintained
|
|
|
1961
|
Valicenti Advisory Services
Elmira,
New York
|
$54.5M
|
-$2.86M
|
5
|
10.29%
|
Reduced
|
|
|
1962
|
Bourgeon Capital Management
Darien,
Connecticut
|
$54.4M
|
-$6.19M
|
3
|
8.01%
|
Reduced
|
|
|
1963
|
Decagon Asset Management
London,
United Kingdom
|
$54.4M
|
+$48M
|
1
|
10.36%
|
New
|
|
|
1964
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$54.4M
|
+$6.64M
|
6
|
2.84%
|
Increased
|
|
|
1965
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$54.3M
|
+$56.8M
|
6
|
4.41%
|
New
|
|
|
1966
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$54.3M
|
-$1.26M
|
6
|
7.98%
|
Reduced
|
|
|
1967
|
Alta Advisers
London,
United Kingdom
|
$54.2M
|
+$29M
|
7
|
12.29%
|
Increased
|
|
|
1968
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$54.2M
|
+$624K
|
5
|
4.5%
|
Increased
|
|
|
1969
|
PDS Planning
Dublin,
Ohio
|
$54.2M
|
+$592K
|
11
|
3.14%
|
Increased
|
|
|
1970
|
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
|
$54.2M
|
-$13.3M
|
15
|
2.88%
|
Reduced
|
|
|
1971
|
|
$54.2M
|
+$7.87M
|
8
|
2.18%
|
Increased
|
|
|
1972
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$54.2M
|
-$3.33M
|
3
|
8.27%
|
Reduced
|
|
|
1973
|
Kercheville Advisors
San Antonio,
Texas
|
$54.1M
|
-$3.11M
|
4
|
16.47%
|
Reduced
|
|
|
1974
|
Portside Wealth Group
Provo,
Utah
|
$53.9M
|
+$1.7M
|
11
|
6.28%
|
Increased
|
|
|
1975
|
Cardiff Park Advisors
Carlsbad,
California
|
$53.9M
|
+$13.5M
|
5
|
4.18%
|
Increased
|
|