|
2001
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$1.12B
|
-$74.8M
|
-6%
|
1.02%
|
54.1%
|
312
|
12.82%
|
|
|
2002
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$1.12B
|
+$48.5M
|
+5%
|
1.11%
|
62.3%
|
433
|
17.09%
|
|
|
2003
|
Lakewood Capital Management
New York
|
$1.11B
|
-$157M
|
-12%
|
2.49%
|
45.4%
|
50
|
16%
|
|
|
2004
|
Y.D. More Investments
Ramat Gan,
Israel
|
$1.11B
|
+$157M
|
+16%
|
11.1%
|
305%
|
482
|
12.24%
|
|
|
2005
|
Campbell Wealth Management
Alexandria,
Virginia
|
$1.11B
|
-$11.4M
|
-1%
|
0.51%
|
11.2%
|
102
|
36.27%
|
|
|
2006
|
Bares Capital Management
Austin,
Texas
|
$1.11B
|
+$12.3M
|
+1%
|
13.4%
|
138%
|
22
|
50%
|
|
|
2007
|
Syon Capital
San Francisco,
California
|
$1.11B
|
-$19.5M
|
-2%
|
0.49%
|
74%
|
604
|
30.3%
|
|
|
2008
|
ARS Investment Partners
New York
|
$1.11B
|
-$5.82M
|
-0.5%
|
2.01%
|
260%
|
191
|
19.37%
|
|
|
2009
|
Gillson Capital
Chicago,
Illinois
|
$1.11B
|
+$9.58M
|
+0.9%
|
1.8%
|
84.9%
|
91
|
61.54%
|
|
|
2010
|
Founders Financial Securities
Towson,
Maryland
|
$1.11B
|
+$25M
|
+2%
|
0.52%
|
64.3%
|
468
|
15.81%
|
|
|
2011
|
Lindbrook Capital
Calabasas,
California
|
$1.11B
|
-$20.5M
|
-2%
|
2.77%
|
35.8%
|
2,962
|
10.9%
|
|
|
2012
|
St. Denis J. Villere & Co
New Orleans,
Louisiana
|
$1.11B
|
-$118M
|
-10%
|
5.26%
|
32.6%
|
90
|
10%
|
|
|
2013
|
|
$1.11B
|
-$479M
|
-30%
|
2.82%
|
12.7%
|
37
|
10.81%
|
|
|
2014
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$1.1B
|
+$10.6M
|
+1%
|
2.68%
|
–
|
348
|
9.77%
|
|
|
2015
|
Penobscot Investment Management
Boston,
Massachusetts
|
$1.1B
|
-$10.5M
|
-0.9%
|
2.06%
|
103%
|
326
|
11.66%
|
|
|
2016
|
Morningstar Investment Services
Chicago,
Illinois
|
$1.1B
|
-$8.7B
|
-89%
|
0.65%
|
22.4%
|
408
|
65.2%
|
|
|
2017
|
GDS Wealth Management
Flower Mound,
Texas
|
$1.1B
|
+$71.4M
|
+7%
|
0.38%
|
82.2%
|
178
|
11.24%
|
|
|
2018
|
Mirabella Financial Services
London,
United Kingdom
|
$1.1B
|
-$711M
|
-39%
|
3.84%
|
86.2%
|
294
|
71.77%
|
|
|
2019
|
Verity & Verity
Beaufort,
South Carolina
|
$1.1B
|
+$75.2M
|
+7%
|
0.32%
|
76.4%
|
137
|
19.71%
|
|
|
2020
|
RWWM Inc
Rocklin,
California
|
$1.09B
|
+$12.3M
|
+1%
|
3.81%
|
40.6%
|
21
|
0%
|
|
|
2021
|
Regeneron Pharmaceuticals
Tarrytown,
New York
|
$1.09B
|
–
|
–
|
15.7%
|
–
|
6
|
–
|
|
|
2022
|
Smith, Moore & Co
Clayton,
Missouri
|
$1.09B
|
+$46.9M
|
+4%
|
0.47%
|
67%
|
509
|
13.75%
|
|
|
2023
|
Stack Financial Management
Whitefish,
Montana
|
$1.09B
|
-$20.3M
|
-2%
|
3.85%
|
58.4%
|
52
|
11.54%
|
|
|
2024
|
Forest Avenue Capital Management
Miami,
Florida
|
$1.09B
|
+$270M
|
+33%
|
20.6%
|
415%
|
31
|
61.29%
|
|
|
2025
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$1.09B
|
+$12.9M
|
+1%
|
2.61%
|
26.8%
|
104
|
16.35%
|
|