|
2001
|
Marcum Wealth
Cleveland,
Ohio
|
$1.08B
|
+$78.8M
|
+8%
|
6.97%
|
20%
|
426
|
11.03%
|
|
|
2002
|
Naples Global Advisors
Naples,
Florida
|
$1.08B
|
+$79M
|
+8%
|
7.66%
|
103%
|
411
|
7.06%
|
|
|
2003
|
United Asset Strategies
Garden City,
New York
|
$1.07B
|
+$60.5M
|
+6%
|
5.89%
|
94.6%
|
245
|
11.02%
|
|
|
2004
|
Fund 1 Investments
Rincon,
Puerto Rico
|
$1.07B
|
+$149M
|
+16%
|
2.72%
|
128%
|
92
|
58.7%
|
|
|
2005
|
Cornerstone Capital
Palo Alto,
California
|
$1.07B
|
+$79.4M
|
+8%
|
7.91%
|
91.2%
|
104
|
8.65%
|
|
|
2006
|
FPR Partners
San Francisco,
California
|
$1.07B
|
+$81.4M
|
+8%
|
38.3%
|
33%
|
16
|
31.25%
|
|
|
2007
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$1.07B
|
+$112M
|
+12%
|
5.71%
|
39.2%
|
191
|
10.99%
|
|
|
2008
|
Pegasus Partners
Mequon,
Wisconsin
|
$1.07B
|
+$76.3M
|
+8%
|
6.15%
|
32.6%
|
178
|
10.67%
|
|
|
2009
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$1.07B
|
+$122M
|
+13%
|
5.42%
|
62.3%
|
398
|
19.1%
|
|
|
2010
|
Francisco Partners Management
San Francisco,
California
|
$1.07B
|
-$74.9M
|
-7%
|
3.52%
|
14.3%
|
8
|
0%
|
|
|
2011
|
Bangor Savings Bank
Bangor,
Maine
|
$1.06B
|
+$63.3M
|
+6%
|
6.16%
|
49.6%
|
556
|
11.33%
|
|
|
2012
|
Anchor Investment Management
Columbia,
South Carolina
|
$1.06B
|
+$87.8M
|
+9%
|
6.36%
|
59.4%
|
1,094
|
12.07%
|
|
|
2013
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$1.06B
|
+$15.5M
|
+1%
|
6.39%
|
62.7%
|
383
|
11.23%
|
|
|
2014
|
Fifth Third Securities
Cincinnati,
Ohio
|
$1.06B
|
-$25.9M
|
-2%
|
5.93%
|
58.9%
|
272
|
7.35%
|
|
|
2015
|
GRS Advisors
Chicago,
Illinois
|
$1.06B
|
+$189M
|
+22%
|
15.8%
|
54.3%
|
37
|
56.76%
|
|
|
2016
|
WBH Advisory
Baltimore,
Maryland
|
$1.06B
|
+$68M
|
+7%
|
6.24%
|
57.6%
|
326
|
5.52%
|
|
|
2017
|
Ulysses Management
New York
|
$1.06B
|
+$339M
|
+47%
|
8.06%
|
51.8%
|
68
|
42.65%
|
|
|
2018
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1.05B
|
+$85.2M
|
+9%
|
5.96%
|
69.3%
|
1,012
|
7.61%
|
|
|
2019
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$1.05B
|
+$93.3M
|
+10%
|
5.65%
|
48.1%
|
213
|
14.08%
|
|
|
2020
|
J. Safra Asset Management
New York
|
$1.05B
|
+$61.3M
|
+6%
|
5.53%
|
84.3%
|
322
|
24.22%
|
|
|
2021
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$1.05B
|
+$128M
|
+14%
|
7.83%
|
–
|
348
|
16.95%
|
|
|
2022
|
Allstate Corporation
Northbrook,
Illinois
|
$1.05B
|
-$181M
|
-15%
|
6.05%
|
59.7%
|
227
|
57.71%
|
|
|
2023
|
Neumeier Poma Investment Counsel
Carmel,
California
|
$1.05B
|
-$42.5M
|
-4%
|
11.4%
|
229%
|
44
|
6.82%
|
|
|
2024
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$1.05B
|
+$12.1M
|
+1%
|
6.84%
|
50.7%
|
79
|
7.59%
|
|
|
2025
|
Levin Capital Strategies
New York
|
$1.05B
|
+$88.8M
|
+9%
|
8.43%
|
88.6%
|
279
|
36.2%
|
|