|
2001
|
Panning Capital Management
New York
|
$322M
|
-$313K
|
-0.1%
|
6.26%
|
349%
|
34
|
61.76%
|
|
|
2002
|
Signia Capital Management
Spokane,
Washington
|
$322M
|
-$46.8M
|
-13%
|
9.17%
|
27%
|
87
|
6.9%
|
|
|
2003
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$322M
|
+$72.8M
|
+29%
|
6.52%
|
64%
|
190
|
36.84%
|
|
|
2004
|
Novare Capital Management
Charlotte,
North Carolina
|
$321M
|
+$23.6M
|
+8%
|
4.13%
|
76.5%
|
116
|
7.76%
|
|
|
2005
|
Gagnon Securities
New York
|
$321M
|
+$44.6M
|
+16%
|
18.7%
|
129%
|
105
|
33.33%
|
|
|
2006
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$321M
|
+$33.6M
|
+12%
|
6.6%
|
–
|
427
|
14.75%
|
|
|
2007
|
William Harris Investors
Chicago,
Illinois
|
$320M
|
-$8.91M
|
-3%
|
11.4%
|
3.28%
|
103
|
20.39%
|
|
|
2008
|
Empirical Wealth Management
Seattle,
Washington
|
$320M
|
+$19.8M
|
+7%
|
1.91%
|
78.8%
|
90
|
11.11%
|
|
|
2009
|
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
|
$319M
|
+$101M
|
+46%
|
6.72%
|
98.1%
|
68
|
36.76%
|
|
|
2010
|
Parus Finance (UK)
London,
United Kingdom
|
$319M
|
+$131M
|
+70%
|
25.3%
|
199%
|
25
|
0%
|
|
|
2011
|
BTR Capital Management
Oakland,
California
|
$319M
|
-$2.9M
|
-0.9%
|
4.54%
|
35%
|
144
|
6.94%
|
|
|
2012
|
EP Wealth Advisors
Torrance,
California
|
$318M
|
+$41.1M
|
+15%
|
5.18%
|
–
|
109
|
29.36%
|
|
|
2013
|
Essex Financial Services
Essex,
Connecticut
|
$318M
|
+$32.3M
|
+11%
|
3.5%
|
87.7%
|
284
|
14.08%
|
|
|
2014
|
Solus Alternative Asset Management
Summit,
New Jersey
|
$318M
|
+$34.1M
|
+12%
|
13.6%
|
79.3%
|
11
|
36.36%
|
|
|
2015
|
Trust Company of the Ozarks
Springfield,
Missouri
|
$318M
|
+$16.7M
|
+6%
|
7.92%
|
–
|
155
|
5.16%
|
|
|
2016
|
Gradient Investments
Arden Hills,
Minnesota
|
$317M
|
+$51M
|
+19%
|
3.4%
|
60.5%
|
658
|
36.78%
|
|
|
2017
|
Light Street Capital Management
Palo Alto,
California
|
$317M
|
+$83.3M
|
+36%
|
50.3%
|
377%
|
52
|
50%
|
|
|
2018
|
Vantage Investment Partners
Kansas City,
Missouri
|
$317M
|
+$25.7M
|
+9%
|
6.59%
|
50.9%
|
49
|
2.04%
|
|
|
2019
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$316M
|
-$3.27M
|
-1%
|
2.14%
|
79.6%
|
207
|
16.43%
|
|
|
2020
|
Red Mountain Capital Partners
Los Angeles,
California
|
$315M
|
+$45.8M
|
+17%
|
14.8%
|
37.4%
|
13
|
30.77%
|
|
|
2021
|
Mark Asset Management
New York
|
$315M
|
–
|
–
|
19.5%
|
325%
|
120
|
–
|
|
|
2022
|
Stonehill Capital Management
New York
|
$314M
|
+$144M
|
+84%
|
9.69%
|
117%
|
10
|
40%
|
|
|
2023
|
Mercator Asset Management
Boca Raton,
Florida
|
$314M
|
-$50M
|
-14%
|
5.82%
|
–
|
6
|
0%
|
|
|
2024
|
Visionary Asset Management
Houston,
Texas
|
$313M
|
+$46M
|
+17%
|
7.88%
|
31.9%
|
125
|
80.8%
|
|
|
2025
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$313M
|
+$25.7M
|
+9%
|
4.09%
|
25.6%
|
50
|
18%
|
|