|
2001
|
Meridian Wealth Management
Lexington,
Kentucky
|
$915M
|
-$21.5M
|
-2%
|
0.01%
|
117%
|
434
|
15.9%
|
|
|
2002
|
Empowered Funds
Havertown,
Pennsylvania
|
$915M
|
+$28.1M
|
+3%
|
2.1%
|
127%
|
316
|
47.15%
|
|
|
2003
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$914M
|
-$6.42M
|
-0.7%
|
5.53%
|
25.7%
|
268
|
11.94%
|
|
|
2004
|
Wellington Shields Capital Management
New York
|
$914M
|
+$132M
|
+17%
|
4.5%
|
137%
|
358
|
32.12%
|
|
|
2005
|
Covea Finance
Paris,
France
|
$912M
|
-$229M
|
-20%
|
9.21%
|
115%
|
58
|
13.79%
|
|
|
2006
|
Kintegral Advisory
New York
|
$911M
|
-$55M
|
-6%
|
6.35%
|
124%
|
268
|
2.61%
|
|
|
2007
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$908M
|
-$28.3M
|
-3%
|
2.54%
|
105%
|
99
|
9.09%
|
|
|
2008
|
First Business Financial Services
Madison,
Wisconsin
|
$904M
|
-$40.6M
|
-4%
|
5.39%
|
74%
|
180
|
10.56%
|
|
|
2009
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$904M
|
-$28.1M
|
-3%
|
5.6%
|
83.6%
|
576
|
18.92%
|
|
|
2010
|
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
$903M
|
-$4.61M
|
-0.5%
|
7.59%
|
26.9%
|
152
|
30.92%
|
|
|
2011
|
Jacobs & Co
San Francisco,
California
|
$903M
|
-$61.3M
|
-6%
|
4.64%
|
92.2%
|
129
|
8.53%
|
|
|
2012
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$903M
|
+$93.5M
|
+12%
|
1.62%
|
88.7%
|
314
|
3.18%
|
|
|
2013
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$903M
|
-$30.8M
|
-3%
|
5.49%
|
58.6%
|
97
|
15.46%
|
|
|
2014
|
Cypress Funds
Los Angeles,
California
|
$903M
|
-$318M
|
-26%
|
13.3%
|
100%
|
17
|
11.76%
|
|
|
2015
|
Shannon River Fund Management
New York
|
$901M
|
-$84.4M
|
-9%
|
13.4%
|
554%
|
56
|
33.93%
|
|
|
2016
|
SNS Financial Group
Minneapolis,
Minnesota
|
$901M
|
-$35.6M
|
-4%
|
3.72%
|
54.2%
|
259
|
18.92%
|
|
|
2017
|
Oak Ridge Investments
Chicago,
Illinois
|
$900M
|
-$284M
|
-24%
|
7.44%
|
208%
|
176
|
15.91%
|
|
|
2018
|
|
$899M
|
+$27.8M
|
+3%
|
3.19%
|
11.7%
|
1
|
0%
|
|
|
2019
|
Mirabella Financial Services
London,
United Kingdom
|
$899M
|
-$86.4M
|
-9%
|
3.21%
|
86.2%
|
740
|
78.24%
|
|
|
2020
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$898M
|
-$90.4M
|
-9%
|
5.91%
|
46%
|
156
|
2.56%
|
|
|
2021
|
Montag & Caldwell
Atlanta,
Georgia
|
$898M
|
-$139M
|
-13%
|
11.3%
|
91.3%
|
76
|
9.21%
|
|
|
2022
|
Asset Dedication LLC
San Francisco,
California
|
$898M
|
+$67.5M
|
+8%
|
3.29%
|
67.8%
|
1,077
|
16.34%
|
|
|
2023
|
Condor Capital Management
Martinsville,
New Jersey
|
$897M
|
-$36.4M
|
-4%
|
5.11%
|
58.2%
|
491
|
24.24%
|
|
|
2024
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$897M
|
-$95.6M
|
-10%
|
5.16%
|
58.7%
|
98
|
14.29%
|
|
|
2025
|
Chai Trust Company
Chicago,
Illinois
|
$897M
|
-$74.5M
|
-8%
|
1.27%
|
12.7%
|
39
|
28.21%
|
|