|
2001
|
Weatherly Asset Management
Del Mar,
California
|
$928M
|
+$90.8M
|
+11%
|
11.7%
|
108%
|
179
|
5.59%
|
|
|
2002
|
Levin Capital Strategies
New York
|
$927M
|
+$87.2M
|
+10%
|
10.7%
|
79.3%
|
326
|
41.72%
|
|
|
2003
|
Taurus Asset Management
New York
|
$926M
|
+$102M
|
+12%
|
12%
|
26.9%
|
91
|
5.49%
|
|
|
2004
|
Amica Mutual Insurance
Providence,
Rhode Island
|
$926M
|
+$75.7M
|
+9%
|
10.5%
|
69.7%
|
130
|
26.15%
|
|
|
2005
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$925M
|
+$107M
|
+13%
|
10.7%
|
54.1%
|
155
|
17.42%
|
|
|
2006
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$925M
|
+$99.8M
|
+12%
|
9.58%
|
58%
|
489
|
8.79%
|
|
|
2007
|
True Link Financial Advisors
San Francisco,
California
|
$924M
|
+$90.3M
|
+11%
|
5.92%
|
22.2%
|
114
|
56.14%
|
|
|
2008
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$922M
|
+$166M
|
+22%
|
9.54%
|
65.5%
|
283
|
25.44%
|
|
|
2009
|
Central Securities
New York
|
$921M
|
+$102M
|
+12%
|
14.3%
|
84.7%
|
28
|
0%
|
|
|
2010
|
Strategy Capital
Los Altos,
California
|
$920M
|
+$203M
|
+28%
|
30.3%
|
201%
|
10
|
10%
|
|
|
2011
|
Bangor Savings Bank
Bangor,
Maine
|
$917M
|
+$77.4M
|
+9%
|
9.36%
|
49.6%
|
545
|
8.44%
|
|
|
2012
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$917M
|
+$58.4M
|
+7%
|
8.47%
|
67.3%
|
167
|
3.59%
|
|
|
2013
|
MHR Fund Management
New York
|
$915M
|
+$99.5M
|
+12%
|
21.9%
|
195%
|
10
|
0%
|
|
|
2014
|
Narwhal Capital Management
Marietta,
Georgia
|
$915M
|
+$95.7M
|
+12%
|
11.4%
|
93.8%
|
175
|
10.86%
|
|
|
2015
|
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
|
$913M
|
+$157M
|
+21%
|
12.5%
|
46.8%
|
58
|
1.72%
|
|
|
2016
|
Cornerstone Capital
Palo Alto,
California
|
$913M
|
+$82.9M
|
+10%
|
12.6%
|
74.7%
|
93
|
5.38%
|
|
|
2017
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$912M
|
+$406M
|
+80%
|
9.96%
|
64.5%
|
306
|
19.61%
|
|
|
2018
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$912M
|
+$89.7M
|
+11%
|
10.4%
|
61.8%
|
200
|
11.5%
|
|
|
2019
|
RVW Wealth
Los Angeles,
California
|
$910M
|
+$80.7M
|
+10%
|
9.72%
|
59.3%
|
381
|
63.78%
|
|
|
2020
|
Naples Global Advisors
Naples,
Florida
|
$909M
|
+$84.2M
|
+10%
|
11.2%
|
103%
|
422
|
9%
|
|
|
2021
|
Inspire Investing
Meridian,
Idaho
|
$909M
|
+$126M
|
+16%
|
12.8%
|
77.1%
|
835
|
11.26%
|
|
|
2022
|
P2 Capital Partners
New York
|
$909M
|
+$144M
|
+19%
|
14.1%
|
0.1%
|
16
|
18.75%
|
|
|
2023
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$907M
|
+$103M
|
+13%
|
9.16%
|
60.5%
|
398
|
11.56%
|
|
|
2024
|
|
$905M
|
+$113M
|
+14%
|
15.6%
|
180%
|
703
|
43.1%
|
|
|
2025
|
Clough Capital Partners
Boston,
Massachusetts
|
$904M
|
-$27.8M
|
-3%
|
12.3%
|
156%
|
234
|
31.62%
|
|