|
2001
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$801M
|
+$96.7M
|
+14%
|
11%
|
70.2%
|
126
|
14.29%
|
|
|
2002
|
Bain Capital Life Sciences Investors
Boston,
Massachusetts
|
$800M
|
-$94.7M
|
-11%
|
3.41%
|
643%
|
36
|
13.89%
|
|
|
2003
|
Narwhal Capital Management
Marietta,
Georgia
|
$799M
|
+$47.4M
|
+6%
|
7.36%
|
93.8%
|
168
|
6.55%
|
|
|
2004
|
True Link Financial Advisors
San Francisco,
California
|
$799M
|
+$61M
|
+8%
|
3.27%
|
22.2%
|
120
|
5%
|
|
|
2005
|
Campbell Wealth Management
Alexandria,
Virginia
|
$798M
|
+$79.7M
|
+11%
|
5.91%
|
11.2%
|
80
|
16.25%
|
|
|
2006
|
Condor Capital Management
Martinsville,
New Jersey
|
$797M
|
-$3.7M
|
-0.5%
|
6.4%
|
47.3%
|
261
|
29.89%
|
|
|
2007
|
First Business Financial Services
Madison,
Wisconsin
|
$797M
|
+$52.6M
|
+7%
|
5.46%
|
59.8%
|
171
|
6.43%
|
|
|
2008
|
Desjardins Global Asset Management
Montreal,
Quebec, Canada
|
$794M
|
+$160M
|
+25%
|
11.1%
|
–
|
637
|
26.37%
|
|
|
2009
|
Longbow Finance
Lutry,
Switzerland
|
$794M
|
+$51.7M
|
+7%
|
8.35%
|
133%
|
70
|
32.86%
|
|
|
2010
|
First Nebraska Trust
Lincoln,
Nebraska
|
$794M
|
+$26.2M
|
+3%
|
5.04%
|
48%
|
172
|
5.81%
|
|
|
2011
|
Bridgeworth
Birmingham,
Alabama
|
$793M
|
+$165M
|
+26%
|
5.06%
|
19.3%
|
173
|
14.45%
|
|
|
2012
|
Ironvine Capital Partners
Omaha,
Nebraska
|
$793M
|
+$20.2M
|
+3%
|
8.17%
|
51.8%
|
50
|
14%
|
|
|
2013
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$792M
|
+$43.8M
|
+6%
|
6.6%
|
54.1%
|
135
|
6.67%
|
|
|
2014
|
MMBG Investment Advisors
Miami,
Florida
|
$789M
|
+$33.8M
|
+4%
|
21.1%
|
101%
|
168
|
9.52%
|
|
|
2015
|
|
$789M
|
-$181M
|
-19%
|
12.9%
|
141%
|
139
|
60.43%
|
|
|
2016
|
Gladstone Capital Management
London,
United Kingdom
|
$787M
|
+$13.2M
|
+2%
|
24.7%
|
256%
|
19
|
42.11%
|
|
|
2017
|
Soltis Investment Advisors
St. George,
Utah
|
$786M
|
+$26.4M
|
+3%
|
3.57%
|
67%
|
278
|
16.19%
|
|
|
2018
|
Inspire Investing
Meridian,
Idaho
|
$786M
|
+$8.74M
|
+1%
|
6.47%
|
77.1%
|
806
|
10.92%
|
|
|
2019
|
Westwood Management Corporation
Chicago,
Illinois
|
$786M
|
+$43.5M
|
+6%
|
19.8%
|
44.3%
|
72
|
5.56%
|
|
|
2020
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$786M
|
+$79.8M
|
+11%
|
7.25%
|
70.6%
|
102
|
10.78%
|
|
|
2021
|
CoreView Capital Management
Hong Kong
|
$785M
|
+$135M
|
+21%
|
18.1%
|
45.2%
|
13
|
30.77%
|
|
|
2022
|
Woodstock Corp
Boston,
Massachusetts
|
$784M
|
+$31.7M
|
+4%
|
8.42%
|
96.1%
|
173
|
5.2%
|
|
|
2023
|
Wintrust Investments
Chicago,
Illinois
|
$784M
|
+$18.3M
|
+2%
|
4.22%
|
27.5%
|
417
|
31.65%
|
|
|
2024
|
No Street GP LP
San Francisco,
California
|
$783M
|
+$24.3M
|
+3%
|
11.3%
|
222%
|
30
|
26.67%
|
|
|
2025
|
Verity & Verity
Beaufort,
South Carolina
|
$783M
|
+$17M
|
+2%
|
0.14%
|
56%
|
129
|
17.05%
|
|