|
2001
|
Soleus Capital Management
Greenwich,
Connecticut
|
$758M
|
+$569M
|
+302%
|
23%
|
436%
|
85
|
49.41%
|
|
|
2002
|
Fiduciary Group
Savannah,
Georgia
|
$758M
|
+$95.9M
|
+14%
|
11.7%
|
57.4%
|
223
|
8.52%
|
|
|
2003
|
Bath Savings Trust
Bath,
Maine
|
$758M
|
+$148M
|
+24%
|
11.2%
|
47.3%
|
153
|
19.61%
|
|
|
2004
|
Monashee Investment Management
Boston,
Massachusetts
|
$757M
|
+$293M
|
+63%
|
24.7%
|
447%
|
384
|
82.03%
|
|
|
2005
|
Parcion Private Wealth
Bellevue,
Washington
|
$756M
|
+$102M
|
+16%
|
13.4%
|
103%
|
194
|
13.4%
|
|
|
2006
|
Strategy Capital
Los Altos,
California
|
$756M
|
+$54M
|
+8%
|
15.5%
|
201%
|
8
|
12.5%
|
|
|
2007
|
Towle & Co
Denver,
Colorado
|
$756M
|
+$160M
|
+27%
|
43.3%
|
113%
|
34
|
11.76%
|
|
|
2008
|
Griffin Asset Management
New York
|
$754M
|
+$104M
|
+16%
|
19.4%
|
80.7%
|
236
|
18.64%
|
|
|
2009
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$754M
|
+$117M
|
+18%
|
9.35%
|
35%
|
162
|
18.52%
|
|
|
2010
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$753M
|
+$98.9M
|
+15%
|
16.9%
|
46.9%
|
13
|
0%
|
|
|
2011
|
Lannebo Fonder
Stockholm,
Sweden
|
$753M
|
+$50.6M
|
+7%
|
14.6%
|
49.8%
|
39
|
5.13%
|
|
|
2012
|
Capital One Financial
Mclean,
Virginia
|
$751M
|
-$40.6M
|
-5%
|
8.13%
|
–
|
260
|
30%
|
|
|
2013
|
First Interstate Bank
Billings,
Montana
|
$751M
|
+$84.4M
|
+13%
|
11.7%
|
48.2%
|
109
|
9.17%
|
|
|
2014
|
Coastline Trust
Providence,
Rhode Island
|
$750M
|
+$85.1M
|
+13%
|
12.8%
|
79.1%
|
327
|
7.95%
|
|
|
2015
|
Murphy Capital Management
Bedminster,
New Jersey
|
$750M
|
+$61.8M
|
+9%
|
11.6%
|
41.6%
|
219
|
10.05%
|
|
|
2016
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$750M
|
+$64.6M
|
+9%
|
12.1%
|
51.8%
|
487
|
18.28%
|
|
|
2017
|
Sapphire Ventures
Austin,
Texas
|
$749M
|
-$79.1M
|
-10%
|
7.17%
|
20.2%
|
5
|
20%
|
|
|
2018
|
Wellington Shields Capital Management
New York
|
$748M
|
+$117M
|
+19%
|
12.9%
|
80.5%
|
269
|
20.82%
|
|
|
2019
|
Gratus Capital
Atlanta,
Georgia
|
$747M
|
+$108M
|
+17%
|
13.2%
|
51.4%
|
196
|
20.92%
|
|
|
2020
|
Keeley-Teton Advisors
Chicago,
Illinois
|
$747M
|
+$136M
|
+22%
|
29.4%
|
28.6%
|
268
|
11.57%
|
|
|
2021
|
Woodstock Corp
Boston,
Massachusetts
|
$747M
|
+$128M
|
+21%
|
12.9%
|
96.1%
|
209
|
26.79%
|
|
|
2022
|
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
$747M
|
+$158M
|
+27%
|
32.7%
|
26.9%
|
157
|
31.85%
|
|
|
2023
|
GM Advisory Group
Melville,
New York
|
$747M
|
+$92.9M
|
+14%
|
13%
|
53.6%
|
197
|
27.41%
|
|
|
2024
|
Archon Partners
Princeton Junction,
New Jersey
|
$745M
|
+$109M
|
+17%
|
16.9%
|
88.8%
|
56
|
14.29%
|
|
|
2025
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$743M
|
+$78.7M
|
+12%
|
12.8%
|
78.9%
|
103
|
24.27%
|
|