|
2001
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$295M
|
–
|
–
|
2.89%
|
75.8%
|
225
|
–
|
|
|
2002
|
Corda Investment Management
Houston,
Texas
|
$294M
|
–
|
–
|
1.54%
|
75.4%
|
40
|
–
|
|
|
2003
|
Freedom Investment Management
Hartford,
Connecticut
|
$294M
|
–
|
–
|
1.42%
|
68.5%
|
333
|
–
|
|
|
2004
|
Gruber & McBaine Capital Management
San Francisco,
California
|
$294M
|
–
|
–
|
6.06%
|
–
|
146
|
–
|
|
|
2005
|
Archon Partners
Princeton Junction,
New Jersey
|
$293M
|
–
|
–
|
6.02%
|
86%
|
61
|
–
|
|
|
2006
|
Weiss Asset Management
Boston,
Massachusetts
|
$292M
|
–
|
–
|
6.88%
|
138%
|
36
|
–
|
|
|
2007
|
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
|
$292M
|
–
|
–
|
0%
|
4.8%
|
15
|
–
|
|
|
2008
|
Vantage Investment Partners
Kansas City,
Missouri
|
$292M
|
–
|
–
|
12.1%
|
50.9%
|
48
|
–
|
|
|
2009
|
Gabalex Capital Management
New York
|
$292M
|
–
|
–
|
3.17%
|
24.9%
|
16
|
–
|
|
|
2010
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$291M
|
–
|
–
|
1.2%
|
61.8%
|
152
|
–
|
|
|
2011
|
Cabot Wealth Management
Salem,
Massachusetts
|
$291M
|
–
|
–
|
3.45%
|
69.3%
|
175
|
–
|
|
|
2012
|
Twele Capital Management
Minnetonka,
Minnesota
|
$291M
|
–
|
–
|
1.93%
|
34.9%
|
57
|
–
|
|
|
2013
|
Cubic Asset Management
Boston,
Massachusetts
|
$290M
|
–
|
–
|
2.41%
|
40.5%
|
147
|
–
|
|
|
2014
|
Aegis Financial
Mc Lean,
Virginia
|
$290M
|
–
|
–
|
2.38%
|
266%
|
67
|
–
|
|
|
2015
|
Zevin Asset Management
Boston,
Massachusetts
|
$289M
|
–
|
–
|
0.23%
|
71.7%
|
119
|
–
|
|
|
2016
|
Constellation Investments
Montgomery,
Ohio
|
$288M
|
–
|
–
|
3.64%
|
–
|
328
|
–
|
|
|
2017
|
Decatur Capital Management
Decatur,
Georgia
|
$288M
|
–
|
–
|
5.14%
|
135%
|
89
|
–
|
|
|
2018
|
Royal Capital Management
New York
|
$288M
|
–
|
–
|
3.34%
|
–
|
22
|
–
|
|
|
2019
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$288M
|
–
|
–
|
0.17%
|
52.8%
|
48
|
–
|
|
|
2020
|
White Pine Capital
Bloomington,
Minnesota
|
$288M
|
–
|
–
|
3.83%
|
143%
|
230
|
–
|
|
|
2021
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$288M
|
–
|
–
|
0.22%
|
64.6%
|
263
|
–
|
|
|
2022
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$287M
|
–
|
–
|
3.4%
|
–
|
380
|
–
|
|
|
2023
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$287M
|
–
|
–
|
2.01%
|
25.6%
|
45
|
–
|
|
|
2024
|
AGF Investments America
Toronto,
Ontario, Canada
|
$287M
|
–
|
–
|
5.69%
|
72.1%
|
70
|
–
|
|
|
2025
|
Regal Partners
Sydney, NSW,
Australia
|
$287M
|
–
|
–
|
6.02%
|
146%
|
14
|
–
|
|