|
2001
|
Evergreen Capital Management
Bellevue,
Washington
|
$418M
|
+$32.3M
|
+8%
|
1.8%
|
77.2%
|
96
|
17.71%
|
|
|
2002
|
Evensky & Katz
Coral Gables,
Florida
|
$418M
|
+$53.8M
|
+15%
|
3.6%
|
57.1%
|
48
|
0%
|
|
|
2003
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$417M
|
+$28.7M
|
+7%
|
6.12%
|
28.2%
|
123
|
13.82%
|
|
|
2004
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$417M
|
+$26.8M
|
+7%
|
7.03%
|
–
|
491
|
12.83%
|
|
|
2005
|
|
$417M
|
+$45.9M
|
+12%
|
12.5%
|
72.6%
|
123
|
15.45%
|
|
|
2006
|
Essex Financial Services
Essex,
Connecticut
|
$416M
|
+$31.6M
|
+8%
|
6.86%
|
87.7%
|
342
|
11.7%
|
|
|
2007
|
William Harris Investors
Chicago,
Illinois
|
$416M
|
+$62.7M
|
+18%
|
1.09%
|
3.28%
|
98
|
15.31%
|
|
|
2008
|
Taylor Asset Management
Toronto,
Ontario, Canada
|
$416M
|
-$57.5M
|
-12%
|
1.13%
|
12.9%
|
38
|
31.58%
|
|
|
2009
|
Greenbrier Partners Capital Management
Dallas,
Texas
|
$415M
|
+$40.3M
|
+11%
|
8.88%
|
96.1%
|
17
|
5.88%
|
|
|
2010
|
Cypress Capital Group
Palm Beach,
Florida
|
$415M
|
+$9.25M
|
+2%
|
6.01%
|
97.8%
|
199
|
13.57%
|
|
|
2011
|
MIG Capital
Newport Beach,
California
|
$414M
|
-$772K
|
-0.2%
|
6.09%
|
118%
|
38
|
36.84%
|
|
|
2012
|
Hellman Jordan Management Company
Quincy,
Massachusetts
|
$414M
|
+$10.4M
|
+3%
|
8.54%
|
203%
|
62
|
51.61%
|
|
|
2013
|
GHP Investment Advisors
Denver,
Colorado
|
$414M
|
+$26.9M
|
+7%
|
4.84%
|
75.2%
|
288
|
9.38%
|
|
|
2014
|
SeaTown Holdings
Singapore
|
$414M
|
-$100M
|
-20%
|
13.8%
|
220%
|
26
|
30.77%
|
|
|
2015
|
Community Bank
Dewitt,
New York
|
$413M
|
+$26.8M
|
+7%
|
4.2%
|
73.5%
|
478
|
23.01%
|
|
|
2016
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$413M
|
+$65.7M
|
+19%
|
3.95%
|
64.5%
|
41
|
21.95%
|
|
|
2017
|
Central Securities
New York
|
$413M
|
+$32.2M
|
+8%
|
6.95%
|
90.2%
|
33
|
9.09%
|
|
|
2018
|
Segantii Capital Management
Hong Kong
|
$413M
|
-$24.3M
|
-6%
|
3.73%
|
33.1%
|
137
|
89.78%
|
|
|
2019
|
CapWealth Advisors
Franklin,
Tennessee
|
$413M
|
+$13.7M
|
+3%
|
7.24%
|
143%
|
300
|
6.33%
|
|
|
2020
|
Nokomis Capital
Dallas,
Texas
|
$411M
|
+$62.1M
|
+18%
|
0.97%
|
145%
|
54
|
35.19%
|
|
|
2021
|
Empirical Wealth Management
Seattle,
Washington
|
$411M
|
-$12.6M
|
-3%
|
0.62%
|
78.8%
|
118
|
16.95%
|
|
|
2022
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$411M
|
-$6.29M
|
-2%
|
4.5%
|
105%
|
96
|
10.42%
|
|
|
2023
|
Speece Thorson Capital Group
Minnetonka,
Minnesota
|
$411M
|
+$8.84M
|
+2%
|
3.5%
|
34.2%
|
44
|
6.82%
|
|
|
2024
|
Aft Forsyth & Sober
Valrico,
Florida
|
$410M
|
+$8.11M
|
+2%
|
4.2%
|
94.6%
|
44
|
2.27%
|
|
|
2025
|
Condor Capital Management
Martinsville,
New Jersey
|
$409M
|
+$26.3M
|
+7%
|
5.09%
|
58.2%
|
202
|
14.36%
|
|