|
2001
|
Central Securities
New York
|
$419M
|
-$43.3M
|
-9%
|
1.13%
|
84.7%
|
38
|
21.05%
|
|
|
2002
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$417M
|
+$25M
|
+6%
|
2.7%
|
99.4%
|
174
|
22.99%
|
|
|
2003
|
Empirical Wealth Management
Seattle,
Washington
|
$417M
|
+$7.55M
|
+2%
|
1.14%
|
78.8%
|
105
|
10.48%
|
|
|
2004
|
Professional Advisory Services
Vero Beach,
Florida
|
$416M
|
-$12.7M
|
-3%
|
0.07%
|
61.8%
|
62
|
16.13%
|
|
|
2005
|
Grimes & Company
Westborough,
Massachusetts
|
$416M
|
+$29.2M
|
+8%
|
1.12%
|
66.2%
|
187
|
22.99%
|
|
|
2006
|
Monarch Alternative Capital
New York
|
$416M
|
+$43.4M
|
+12%
|
5.56%
|
341%
|
7
|
0%
|
|
|
2007
|
Bangor Savings Bank
Bangor,
Maine
|
$416M
|
+$19.3M
|
+5%
|
1.78%
|
49.6%
|
156
|
7.05%
|
|
|
2008
|
Washington Trust Bank
Spokane,
Washington
|
$415M
|
+$31.8M
|
+8%
|
1.44%
|
69.3%
|
908
|
17.84%
|
|
|
2009
|
Patriot Financial Partners
Radnor,
Pennsylvania
|
$415M
|
+$56.7M
|
+16%
|
8.55%
|
16.6%
|
17
|
11.76%
|
|
|
2010
|
Cheyne Capital Management (UK)
London,
United Kingdom
|
$415M
|
+$34.5M
|
+9%
|
18.5%
|
35.6%
|
84
|
54.76%
|
|
|
2011
|
Mangrove Partners
Greenwich,
Connecticut
|
$415M
|
+$53.2M
|
+15%
|
0.28%
|
169%
|
55
|
49.09%
|
|
|
2012
|
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
$415M
|
+$12.2M
|
+3%
|
7.12%
|
26.9%
|
186
|
19.89%
|
|
|
2013
|
Meiji Yasuda Asset Management
Tokyo,
Japan
|
$414M
|
-$1.32M
|
-0.3%
|
2.01%
|
72.7%
|
372
|
15.59%
|
|
|
2014
|
Old Mutual Customised Solutions
Pinelands,
South Africa
|
$414M
|
+$62M
|
+18%
|
2.53%
|
49.7%
|
747
|
6.83%
|
|
|
2015
|
Magee Thomson Investment Partners
San Diego,
California
|
$413M
|
+$11.1M
|
+3%
|
10.7%
|
94.3%
|
174
|
53.45%
|
|
|
2016
|
Rational Advisors
Huntington,
New York
|
$413M
|
-$91.1M
|
-18%
|
0.17%
|
37.7%
|
565
|
16.81%
|
|
|
2017
|
Telemus Capital
Southfield,
Michigan
|
$413M
|
-$3.39M
|
-0.8%
|
1.05%
|
27.9%
|
151
|
18.54%
|
|
|
2018
|
BTR Capital Management
Oakland,
California
|
$413M
|
+$46M
|
+13%
|
0.38%
|
35%
|
163
|
21.47%
|
|
|
2019
|
SignatureFD
Atlanta,
Georgia
|
$412M
|
+$10.2M
|
+3%
|
1.72%
|
73.6%
|
1,113
|
28.12%
|
|
|
2020
|
Highmount Capital
New York
|
$412M
|
+$2.61M
|
+0.6%
|
2.32%
|
–
|
144
|
13.89%
|
|
|
2021
|
Cabot Wealth Management
Salem,
Massachusetts
|
$411M
|
+$5.94M
|
+1%
|
5.7%
|
55.6%
|
156
|
12.82%
|
|
|
2022
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$411M
|
+$13.1M
|
+3%
|
2.4%
|
–
|
486
|
9.67%
|
|
|
2023
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$410M
|
+$33.1M
|
+9%
|
0.46%
|
18.9%
|
142
|
29.58%
|
|
|
2024
|
Senzar Asset Management
New York
|
$410M
|
+$69.1M
|
+20%
|
15%
|
0.75%
|
47
|
61.7%
|
|
|
2025
|
JVL Advisors
Houston,
Texas
|
$410M
|
-$37.1M
|
-8%
|
0.21%
|
89.4%
|
29
|
31.03%
|
|