|
2001
|
Royal Fund Management
Lady Lake,
Florida
|
$1.02B
|
+$114M
|
+13%
|
8.54%
|
92.4%
|
344
|
16.86%
|
|
|
2002
|
Bouchey Financial Group
Troy,
New York
|
$1.02B
|
+$82.6M
|
+9%
|
6.43%
|
66.7%
|
155
|
16.13%
|
|
|
2003
|
Atika Capital Management
New York
|
$1.02B
|
+$268M
|
+36%
|
27.6%
|
811%
|
117
|
59.83%
|
|
|
2004
|
TCI Wealth Advisors
Tucson,
Arizona
|
$1.01B
|
+$76.9M
|
+8%
|
7%
|
65%
|
225
|
12%
|
|
|
2005
|
Duality Advisers
Miami,
Florida
|
$1.01B
|
+$67.6M
|
+7%
|
5.53%
|
18.3%
|
782
|
55.88%
|
|
|
2006
|
Unison Advisors
Washington,
District of Columbia
|
$1.01B
|
+$69.7M
|
+7%
|
6.33%
|
54.6%
|
181
|
2.21%
|
|
|
2007
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$1.01B
|
+$68.8M
|
+7%
|
9.08%
|
80%
|
1,095
|
23.56%
|
|
|
2008
|
Gladstone Capital Management
London,
United Kingdom
|
$1.01B
|
+$157M
|
+18%
|
17.8%
|
304%
|
24
|
62.5%
|
|
|
2009
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$1.01B
|
+$84.4M
|
+9%
|
8.48%
|
70.2%
|
162
|
8.02%
|
|
|
2010
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$1.01B
|
+$68.8M
|
+7%
|
4.89%
|
41.1%
|
61
|
4.92%
|
|
|
2011
|
Arrow Financial
Glens Falls,
New York
|
$1.01B
|
+$43.5M
|
+5%
|
7.05%
|
66.5%
|
352
|
6.53%
|
|
|
2012
|
Campbell Wealth Management
Alexandria,
Virginia
|
$1.01B
|
+$164M
|
+19%
|
6.33%
|
11.2%
|
96
|
39.58%
|
|
|
2013
|
Schwerin Boyle Capital Management
Springfield,
Massachusetts
|
$1.01B
|
+$111M
|
+12%
|
13.9%
|
72.3%
|
55
|
10.91%
|
|
|
2014
|
ARS Investment Partners
New York
|
$1B
|
+$101M
|
+11%
|
15.2%
|
260%
|
174
|
17.24%
|
|
|
2015
|
Levin Capital Strategies
New York
|
$1B
|
+$75.2M
|
+8%
|
7.56%
|
88.6%
|
305
|
41.97%
|
|
|
2016
|
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
|
$1B
|
+$200M
|
+25%
|
9.16%
|
94.5%
|
26
|
15.38%
|
|
|
2017
|
United Asset Strategies
Garden City,
New York
|
$1B
|
+$111M
|
+12%
|
10.6%
|
94.6%
|
253
|
14.23%
|
|
|
2018
|
Onex Canada Asset Management
Toronto,
Ontario, Canada
|
$1B
|
-$13.2M
|
-1%
|
10.1%
|
87.8%
|
125
|
10.4%
|
|
|
2019
|
Kintegral Advisory
New York
|
$1B
|
+$97.1M
|
+11%
|
15.2%
|
124%
|
263
|
1.14%
|
|
|
2020
|
Power Corp of Canada
Montreal, Quebec,
Canada
|
$1,000M
|
+$35.3M
|
+4%
|
7.24%
|
14.4%
|
164
|
98.17%
|
|
|
2021
|
Angeles Wealth Management
Santa Monica,
California
|
$1,000M
|
+$179M
|
+22%
|
8.23%
|
70.4%
|
309
|
20.71%
|
|
|
2022
|
HITE Hedge Asset Management
Braintree,
Massachusetts
|
$998M
|
+$46.8M
|
+5%
|
8.58%
|
54.4%
|
107
|
40.19%
|
|
|
2023
|
SlateStone Wealth
Jupiter,
Florida
|
$996M
|
+$225M
|
+29%
|
9.36%
|
79.1%
|
293
|
21.16%
|
|
|
2024
|
Alta Park Capital
San Francisco,
California
|
$995M
|
+$22.7M
|
+2%
|
14%
|
1,071%
|
48
|
41.67%
|
|
|
2025
|
Regal Partners
Sydney, NSW,
Australia
|
$995M
|
+$54.6M
|
+6%
|
14.2%
|
146%
|
60
|
53.33%
|
|