|
2001
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$462M
|
-$108M
|
-19%
|
18%
|
107%
|
88
|
4.55%
|
|
|
2002
|
Omni Partners
London,
United Kingdom
|
$461M
|
-$425M
|
-48%
|
8.33%
|
412%
|
42
|
78.57%
|
|
|
2003
|
Kingstown Capital Management
New York
|
$461M
|
-$294M
|
-39%
|
22.1%
|
38.6%
|
18
|
22.22%
|
|
|
2004
|
Manitou Investment Management
Toronto,
Ontario, Canada
|
$460M
|
+$62.6M
|
+16%
|
13.2%
|
57.2%
|
40
|
12.5%
|
|
|
2005
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$460M
|
+$16.9M
|
+4%
|
13.1%
|
62.3%
|
144
|
26.39%
|
|
|
2006
|
Caymus Capital Partners
The Woodlands,
Texas
|
$460M
|
-$137M
|
-23%
|
38.3%
|
57.3%
|
25
|
44%
|
|
|
2007
|
AWM Investment Company
New York
|
$459M
|
-$145M
|
-24%
|
19.3%
|
488%
|
96
|
18.75%
|
|
|
2008
|
Vestor Capital
Chicago,
Illinois
|
$459M
|
-$56.7M
|
-11%
|
12.3%
|
170%
|
124
|
17.74%
|
|
|
2009
|
Northstar Investment Advisors
Denver,
Colorado
|
$459M
|
-$44.3M
|
-9%
|
6.88%
|
85.8%
|
122
|
17.21%
|
|
|
2010
|
Sather Financial Group
Victoria,
Texas
|
$459M
|
-$38M
|
-8%
|
9.44%
|
61.5%
|
60
|
11.67%
|
|
|
2011
|
Signet Financial Management
Parsippany,
New Jersey
|
$459M
|
-$113M
|
-20%
|
12.4%
|
65.2%
|
1,000
|
76.8%
|
|
|
2012
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$458M
|
-$35M
|
-7%
|
11%
|
55.8%
|
458
|
29.26%
|
|
|
2013
|
W.R. Berkley Corp
Greenwich,
Connecticut
|
$458M
|
-$191M
|
-29%
|
2.35%
|
39.7%
|
134
|
61.19%
|
|
|
2014
|
Dundas Partners
Edinburgh,
United Kingdom
|
$458M
|
-$37.4M
|
-8%
|
11.2%
|
60.9%
|
32
|
0%
|
|
|
2015
|
Bremer Trust National Association
St. Cloud,
Minnesota
|
$458M
|
+$58.9M
|
+15%
|
12%
|
31.2%
|
757
|
65.52%
|
|
|
2016
|
CDAM (UK)
London,
United Kingdom
|
$457M
|
-$71.6M
|
-14%
|
21.1%
|
2.11%
|
16
|
37.5%
|
|
|
2017
|
CKW Financial Group
Honolulu,
Hawaii
|
$456M
|
-$73.7M
|
-14%
|
12.8%
|
62.4%
|
194
|
9.28%
|
|
|
2018
|
Regal Investment Advisors
Kentwood,
Michigan
|
$456M
|
-$18.6M
|
-4%
|
10.4%
|
53.9%
|
386
|
31.09%
|
|
|
2019
|
Petrus Trust Company
Dallas,
Texas
|
$456M
|
+$2.73M
|
+0.6%
|
14.5%
|
25.1%
|
339
|
64.01%
|
|
|
2020
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$456M
|
-$56.5M
|
-11%
|
12.1%
|
35%
|
198
|
10.1%
|
|
|
2021
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$456M
|
-$56M
|
-11%
|
9.73%
|
26.3%
|
137
|
7.3%
|
|
|
2022
|
Credential Qtrade Securities
Vancouver,
|
$456M
|
-$38.3M
|
-8%
|
11.9%
|
27.7%
|
304
|
16.12%
|
|
|
2023
|
Indaba Capital Management
San Francisco,
California
|
$455M
|
+$124M
|
+37%
|
18.2%
|
66.7%
|
32
|
50%
|
|
|
2024
|
Cobiz Wealth
Denver,
Colorado
|
$455M
|
-$65.6M
|
-13%
|
13%
|
54%
|
137
|
11.68%
|
|
|
2025
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$455M
|
-$44.3M
|
-9%
|
15.4%
|
46.9%
|
18
|
33.33%
|
|