|
2001
|
Verity & Verity
Beaufort,
South Carolina
|
$766M
|
+$145M
|
+23%
|
14.8%
|
76.4%
|
132
|
30.3%
|
|
|
2002
|
Wintrust Investments
Chicago,
Illinois
|
$765M
|
-$33.6M
|
-4%
|
10.1%
|
27.5%
|
422
|
21.09%
|
|
|
2003
|
TD Capital Management
Memphis,
Tennessee
|
$764M
|
+$43.8M
|
+6%
|
5.53%
|
40.5%
|
402
|
11.19%
|
|
|
2004
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$764M
|
+$49.5M
|
+7%
|
8.52%
|
24%
|
233
|
11.59%
|
|
|
2005
|
Resolute Advisors
San Francisco,
California
|
$764M
|
-$78.8M
|
-9%
|
7.72%
|
36.7%
|
146
|
62.33%
|
|
|
2006
|
|
$763M
|
-$97.7M
|
-11%
|
4.8%
|
15%
|
81
|
11.11%
|
|
|
2007
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$762M
|
+$151M
|
+25%
|
9.07%
|
58%
|
501
|
8.78%
|
|
|
2008
|
RWWM Inc
Rocklin,
California
|
$761M
|
+$62.5M
|
+9%
|
15%
|
40.6%
|
14
|
0%
|
|
|
2009
|
Fifth Third Securities
Cincinnati,
Ohio
|
$761M
|
+$68.8M
|
+10%
|
7.64%
|
58.9%
|
207
|
7.25%
|
|
|
2010
|
Mesirow Institutional Investment Management
Chicago,
Illinois
|
$760M
|
+$70.3M
|
+10%
|
13.6%
|
–
|
131
|
26.72%
|
|
|
2011
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$760M
|
–
|
–
|
6.65%
|
48.5%
|
810
|
–
|
|
|
2012
|
|
$760M
|
-$40.1M
|
-5%
|
3.47%
|
52.2%
|
4
|
0%
|
|
|
2013
|
Soltis Investment Advisors
St. George,
Utah
|
$760M
|
+$95M
|
+14%
|
7.9%
|
80.8%
|
268
|
20.9%
|
|
|
2014
|
Kahn Brothers Group
New York
|
$760M
|
+$118M
|
+18%
|
20.6%
|
53.4%
|
46
|
4.35%
|
|
|
2015
|
Hilton Capital Management
Garden City,
New York
|
$760M
|
$0
|
0%
|
2.84%
|
58.2%
|
103
|
0%
|
|
|
2016
|
Charles Schwab Trust
Henderson,
Nevada
|
$759M
|
+$165M
|
+28%
|
6.93%
|
45.6%
|
154
|
11.04%
|
|
|
2017
|
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
|
$759M
|
+$59.5M
|
+9%
|
12.1%
|
89.9%
|
48
|
14.58%
|
|
|
2018
|
No Street GP LP
San Francisco,
California
|
$759M
|
+$123M
|
+19%
|
9.99%
|
246%
|
31
|
32.26%
|
|
|
2019
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$759M
|
+$57M
|
+8%
|
9.61%
|
58.7%
|
89
|
1.12%
|
|
|
2020
|
Mastrapasqua Asset Management
Nashville,
Tennessee
|
$759M
|
+$67.4M
|
+10%
|
10.7%
|
54.9%
|
155
|
14.19%
|
|
|
2021
|
Berger Financial Group
Plymouth,
Minnesota
|
$758M
|
+$77.1M
|
+11%
|
7.55%
|
59.9%
|
270
|
17.41%
|
|
|
2022
|
CastleKnight Management
New York
|
$758M
|
+$45M
|
+6%
|
8.43%
|
259%
|
273
|
32.97%
|
|
|
2023
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$758M
|
-$5.74M
|
-0.8%
|
11.3%
|
22.7%
|
30
|
13.33%
|
|
|
2024
|
Murchinson
Toronto,
Ontario, Canada
|
$757M
|
+$412M
|
+119%
|
0.83%
|
107%
|
101
|
69.31%
|
|
|
2025
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$757M
|
+$72M
|
+11%
|
4.63%
|
48.3%
|
147
|
77.55%
|
|