|
2001
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$604M
|
+$52.1M
|
+9%
|
4.57%
|
76.5%
|
344
|
22.09%
|
|
|
2002
|
Howe & Rusling
Rochester,
New York
|
$604M
|
+$33.6M
|
+6%
|
10.1%
|
66.1%
|
910
|
15.49%
|
|
|
2003
|
Aigen Investment Management
New York
|
$604M
|
–
|
–
|
5%
|
38.8%
|
1,169
|
–
|
|
|
2004
|
Brouwer & Janachowski
Mill Valley,
California
|
$603M
|
+$30.1M
|
+5%
|
5.05%
|
41.8%
|
53
|
15.09%
|
|
|
2005
|
Jackson Wealth Management
Lake Mary,
Florida
|
$603M
|
+$125M
|
+26%
|
9.75%
|
64%
|
156
|
25.64%
|
|
|
2006
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$603M
|
+$37.1M
|
+7%
|
8.73%
|
68.3%
|
163
|
4.91%
|
|
|
2007
|
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
|
$601M
|
+$17.6M
|
+3%
|
10.3%
|
146%
|
37
|
8.11%
|
|
|
2008
|
Presima Securities
Montreal,
Quebec, Canada
|
$601M
|
-$8.85M
|
-1%
|
0.81%
|
10.3%
|
40
|
12.5%
|
|
|
2009
|
Richard C. Young & Co
Newport,
Rhode Island
|
$600M
|
+$44M
|
+8%
|
5.83%
|
137%
|
73
|
12.33%
|
|
|
2010
|
Grosvenor Holdings
Chicago,
Illinois
|
$600M
|
+$46.5M
|
+8%
|
13%
|
54.3%
|
20
|
30%
|
|
|
2011
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$600M
|
+$33.9M
|
+6%
|
4.89%
|
35%
|
181
|
7.18%
|
|
|
2012
|
Mark Asset Management
New York
|
$599M
|
+$197M
|
+49%
|
17.9%
|
234%
|
79
|
39.24%
|
|
|
2013
|
Newfoundland Capital Management
Sao Paulo,
Brazil
|
$598M
|
+$12.3M
|
+2%
|
1.85%
|
49.5%
|
83
|
61.45%
|
|
|
2014
|
Thomas White International
Chicago,
Illinois
|
$598M
|
+$49.7M
|
+9%
|
7.33%
|
34.9%
|
264
|
9.85%
|
|
|
2015
|
Tandem Investment Advisors
Charleston,
South Carolina
|
$597M
|
+$45.2M
|
+8%
|
5.17%
|
16%
|
69
|
15.94%
|
|
|
2016
|
SeaCrest Wealth Management
Purchase,
New York
|
$597M
|
+$62.6M
|
+12%
|
8.45%
|
142%
|
599
|
16.53%
|
|
|
2017
|
Argent Wealth Management
Waltham,
Massachusetts
|
$597M
|
–
|
–
|
6.3%
|
–
|
177
|
–
|
|
|
2018
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$597M
|
+$11.8M
|
+2%
|
7.52%
|
33%
|
504
|
26.39%
|
|
|
2019
|
Frazier Management
Seattle,
Washington
|
$596M
|
+$276M
|
+86%
|
41.7%
|
408%
|
21
|
14.29%
|
|
|
2020
|
Van Den Berg Management I
Austin,
Texas
|
$596M
|
+$18.3M
|
+3%
|
10.3%
|
146%
|
69
|
20.29%
|
|
|
2021
|
Ithaka Group
Arlington,
Virginia
|
$596M
|
-$111M
|
-16%
|
12.4%
|
99.2%
|
39
|
10.26%
|
|
|
2022
|
ATP Life Science Ventures
New York
|
$596M
|
–
|
–
|
24.9%
|
–
|
2
|
–
|
|
|
2023
|
ARS Investment Partners
New York
|
$595M
|
+$38.3M
|
+7%
|
11.5%
|
260%
|
120
|
16.67%
|
|
|
2024
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$594M
|
+$54.9M
|
+10%
|
6.98%
|
65.5%
|
134
|
10.45%
|
|
|
2025
|
FAS Wealth Partners
Leawood,
Kansas
|
$594M
|
+$42.3M
|
+8%
|
5.55%
|
58%
|
299
|
37.79%
|
|