|
2001
|
Efficient Advisors
Mason,
Ohio
|
$478M
|
-$96.4M
|
-17%
|
14.4%
|
30.6%
|
50
|
0%
|
|
|
2002
|
Cypress Funds
Los Angeles,
California
|
$478M
|
-$61.1M
|
-11%
|
9.41%
|
100%
|
16
|
18.75%
|
|
|
2003
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$478M
|
-$79.6M
|
-14%
|
17.4%
|
70.2%
|
123
|
14.63%
|
|
|
2004
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$478M
|
-$125M
|
-21%
|
16%
|
80%
|
167
|
19.16%
|
|
|
2005
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$477M
|
-$45.9M
|
-9%
|
15%
|
75.8%
|
346
|
31.5%
|
|
|
2006
|
Modera Wealth Management
Westwood,
New Jersey
|
$477M
|
-$163M
|
-25%
|
23.2%
|
68.2%
|
165
|
20.61%
|
|
|
2007
|
Howard Hughes Medical Institute
Chevy Chase,
Maryland
|
$477M
|
+$198M
|
+71%
|
18.3%
|
70.9%
|
26
|
19.23%
|
|
|
2008
|
Callahan Advisors
Houston,
Texas
|
$476M
|
-$147M
|
-24%
|
19.5%
|
87.7%
|
140
|
15%
|
|
|
2009
|
Koshinski Asset Management
Decatur,
Illinois
|
$476M
|
-$105M
|
-18%
|
16.6%
|
76.5%
|
539
|
20.78%
|
|
|
2010
|
Private Asset Management
San Diego,
California
|
$475M
|
-$138M
|
-23%
|
19.1%
|
38.2%
|
136
|
10.29%
|
|
|
2011
|
Estabrook Capital Management
New York
|
$475M
|
-$190M
|
-29%
|
19.6%
|
87.2%
|
355
|
7.04%
|
|
|
2012
|
EJF Capital
Arlington,
Virginia
|
$475M
|
-$522M
|
-52%
|
38.9%
|
127%
|
119
|
30.25%
|
|
|
2013
|
Opus Investment Management
Worcester,
Massachusetts
|
$474M
|
-$137M
|
-22%
|
21.5%
|
52.8%
|
107
|
16.82%
|
|
|
2014
|
Beryl Capital Management
Redondo Beach,
California
|
$474M
|
-$146M
|
-24%
|
29.7%
|
3,932%
|
73
|
76.71%
|
|
|
2015
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$474M
|
-$139M
|
-23%
|
17.8%
|
80.1%
|
901
|
11.54%
|
|
|
2016
|
Resource Management
Metairie,
Louisiana
|
$473M
|
-$149M
|
-24%
|
24.8%
|
82.7%
|
158
|
20.25%
|
|
|
2017
|
Roundview Capital
Princeton,
New Jersey
|
$473M
|
-$53.1M
|
-10%
|
14.4%
|
77.7%
|
239
|
14.64%
|
|
|
2018
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$473M
|
-$119M
|
-20%
|
17.5%
|
–
|
285
|
16.49%
|
|
|
2019
|
Adell Harriman & Carpenter
Houston,
Texas
|
$472M
|
-$136M
|
-22%
|
16%
|
176%
|
142
|
14.79%
|
|
|
2020
|
Valley Forge Capital Management
Miami,
Florida
|
$472M
|
-$42.3M
|
-8%
|
13.6%
|
49%
|
9
|
0%
|
|
|
2021
|
Marco Investment Management
Atlanta,
Georgia
|
$472M
|
-$173M
|
-27%
|
19.6%
|
127%
|
179
|
13.97%
|
|
|
2022
|
American Assets Capital Advisers
San Diego,
California
|
$471M
|
+$70.8M
|
+18%
|
10.4%
|
73.5%
|
29
|
17.24%
|
|
|
2023
|
CSat Investment Advisory
Detroit,
Michigan
|
$471M
|
+$90.7M
|
+24%
|
16.8%
|
87.4%
|
1,090
|
2.66%
|
|
|
2024
|
Silverback Asset Management
Chapel Hill,
North Carolina
|
$470M
|
-$204M
|
-30%
|
1.53%
|
92.1%
|
59
|
18.64%
|
|
|
2025
|
Dai-ichi Life Holdings
Tokyo,
Japan
|
$470M
|
-$280M
|
-37%
|
37.3%
|
–
|
1
|
0%
|
|