|
2001
|
Nicola Wealth Management
Vancouver,
British Columbia, Canada
|
$1.06B
|
-$203M
|
-16%
|
0.34%
|
48.3%
|
115
|
16.52%
|
|
|
2002
|
Darwin Global Management
St. Helier,
Jersey
|
$1.06B
|
-$174M
|
-14%
|
4.41%
|
2,873%
|
8
|
62.5%
|
|
|
2003
|
Cardiff Park Advisors
Carlsbad,
California
|
$1.05B
|
-$63.3M
|
-6%
|
1.33%
|
80.8%
|
356
|
9.27%
|
|
|
2004
|
Arrow Financial
Glens Falls,
New York
|
$1.05B
|
-$28M
|
-3%
|
0.95%
|
53.2%
|
341
|
51.32%
|
|
|
2005
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$1.05B
|
+$38.7M
|
+4%
|
0.46%
|
42%
|
196
|
10.2%
|
|
|
2006
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$1.05B
|
+$41.8M
|
+4%
|
0.91%
|
65.9%
|
150
|
8%
|
|
|
2007
|
Burkehill Global Management
New York
|
$1.05B
|
–
|
–
|
7.04%
|
–
|
38
|
–
|
|
|
2008
|
Diversified Enterprises
Wilmington,
Delaware
|
$1.05B
|
+$140M
|
+15%
|
0.44%
|
–
|
245
|
11.84%
|
|
|
2009
|
FJ Investments
Salt Lake City,
Utah
|
$1.05B
|
+$40.3M
|
+4%
|
3.59%
|
–
|
4
|
0%
|
|
|
2010
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$1.05B
|
+$1.1M
|
+0.1%
|
2.35%
|
50.7%
|
78
|
5.13%
|
|
|
2011
|
Verus Capital Partners
Scottsdale,
Arizona
|
$1.05B
|
+$23.5M
|
+2%
|
3.13%
|
83%
|
393
|
15.01%
|
|
|
2012
|
Provident Investment Management
Novi,
Michigan
|
$1.05B
|
-$74M
|
-7%
|
3.39%
|
59.5%
|
79
|
8.86%
|
|
|
2013
|
Central Securities
New York
|
$1.05B
|
+$16.5M
|
+2%
|
2.75%
|
84.7%
|
29
|
10.34%
|
|
|
2014
|
First Light Asset Management
Edina,
Minnesota
|
$1.05B
|
-$157M
|
-13%
|
10.5%
|
266%
|
47
|
42.55%
|
|
|
2015
|
Zuckerman Investment Group
Chicago,
Illinois
|
$1.04B
|
+$68.5M
|
+7%
|
3.26%
|
115%
|
161
|
14.91%
|
|
|
2016
|
Washington Trust Bank
Spokane,
Washington
|
$1.04B
|
-$3.44M
|
-0.3%
|
1.79%
|
69.3%
|
226
|
10.62%
|
|
|
2017
|
GTCR LLC
Chicago,
Illinois
|
$1.04B
|
-$243M
|
-19%
|
12.2%
|
10.5%
|
4
|
25%
|
|
|
2018
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1.04B
|
-$15.3M
|
-1%
|
0.7%
|
69.3%
|
1,017
|
12%
|
|
|
2019
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$1.04B
|
+$15M
|
+1%
|
2.67%
|
95.1%
|
144
|
6.25%
|
|
|
2020
|
Zazove Associates
Incline Village,
Nevada
|
$1.04B
|
+$103M
|
+11%
|
3.42%
|
11%
|
139
|
8.63%
|
|
|
2021
|
LRI Investments
Palm Beach Gardens,
Florida
|
$1.04B
|
+$7.39M
|
+0.7%
|
5.88%
|
–
|
1,178
|
5.09%
|
|
|
2022
|
Woodstock Corp
Boston,
Massachusetts
|
$1.04B
|
-$1.22M
|
-0.1%
|
1.75%
|
96.1%
|
167
|
7.78%
|
|
|
2023
|
Magnus Financial Group
New York
|
$1.04B
|
+$52.7M
|
+5%
|
3.03%
|
70.8%
|
385
|
15.58%
|
|
|
2024
|
First Nebraska Trust
Lincoln,
Nebraska
|
$1.04B
|
+$7.47M
|
+0.7%
|
0.72%
|
48%
|
200
|
5.5%
|
|
|
2025
|
SG Capital Management
Chicago,
Illinois
|
$1.03B
|
+$236M
|
+30%
|
3.48%
|
187%
|
93
|
74.19%
|
|