|
2001
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$1.05B
|
+$279M
|
+36%
|
1.93%
|
49.7%
|
525
|
39.24%
|
|
|
2002
|
Tompkins Financial
Ithaca,
New York
|
$1.05B
|
-$30.1M
|
-3%
|
1.23%
|
74.1%
|
589
|
14.26%
|
|
|
2003
|
J. Stern & Co
London,
United Kingdom
|
$1.04B
|
-$18.2M
|
-2%
|
4.13%
|
–
|
40
|
12.5%
|
|
|
2004
|
Lynrock Lake LP
Rye Brook,
New York
|
$1.04B
|
-$410M
|
-28%
|
10.1%
|
17.7%
|
29
|
13.79%
|
|
|
2005
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$1.04B
|
+$23.9M
|
+2%
|
0.17%
|
62.8%
|
312
|
12.82%
|
|
|
2006
|
Cardiff Park Advisors
Carlsbad,
California
|
$1.04B
|
-$15.5M
|
-1%
|
1.75%
|
80.8%
|
356
|
7.3%
|
|
|
2007
|
St. Denis J. Villere & Co
New Orleans,
Louisiana
|
$1.04B
|
-$71.4M
|
-6%
|
2.38%
|
28.4%
|
86
|
4.65%
|
|
|
2008
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$1.04B
|
-$146M
|
-12%
|
0.9%
|
58%
|
567
|
4.76%
|
|
|
2009
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.04B
|
+$55.5M
|
+6%
|
1.36%
|
–
|
3,047
|
10.53%
|
|
|
2010
|
|
$1.04B
|
-$179M
|
-15%
|
11.3%
|
22.8%
|
4
|
0%
|
|
|
2011
|
LRI Investments
Palm Beach Gardens,
Florida
|
$1.03B
|
-$3.24M
|
-0.3%
|
5.44%
|
–
|
1,263
|
12.83%
|
|
|
2012
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$1.03B
|
+$12.7M
|
+1%
|
0.48%
|
35%
|
178
|
8.99%
|
|
|
2013
|
Magnus Financial Group
New York
|
$1.03B
|
-$3.3M
|
-0.3%
|
1.63%
|
70.8%
|
393
|
12.98%
|
|
|
2014
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$1.03B
|
-$6.47M
|
-0.6%
|
0.95%
|
95.1%
|
146
|
8.22%
|
|
|
2015
|
Mark Asset Management
New York
|
$1.03B
|
+$109M
|
+12%
|
5.14%
|
234%
|
62
|
33.87%
|
|
|
2016
|
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
|
$1.03B
|
+$31.3M
|
+3%
|
5.42%
|
49.3%
|
60
|
6.67%
|
|
|
2017
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$1.03B
|
-$40.3M
|
-4%
|
0.05%
|
62.6%
|
215
|
8.84%
|
|
|
2018
|
Shellback Capital
Boston,
Massachusetts
|
$1.03B
|
-$420M
|
-29%
|
6.18%
|
174%
|
143
|
55.94%
|
|
|
2019
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$1.03B
|
-$41.7M
|
-4%
|
3.76%
|
90.8%
|
1,208
|
7.86%
|
|
|
2020
|
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
$1.03B
|
-$48.2M
|
-4%
|
2.09%
|
53.1%
|
188
|
36.7%
|
|
|
2021
|
Entropy Technologies
New York
|
$1.03B
|
+$56.2M
|
+6%
|
3.14%
|
–
|
1,041
|
68.11%
|
|
|
2022
|
Greenvale Capital
London,
United Kingdom
|
$1.03B
|
-$324M
|
-24%
|
9.6%
|
59.6%
|
19
|
36.84%
|
|
|
2023
|
Willow Creek Wealth Management
Sebastopol,
California
|
$1.03B
|
+$46M
|
+5%
|
0.27%
|
36.5%
|
161
|
8.7%
|
|
|
2024
|
Penn Capital Management
Philadelphia,
Pennsylvania
|
$1.03B
|
+$6.84M
|
+0.7%
|
7.39%
|
116%
|
194
|
43.3%
|
|
|
2025
|
Nicola Wealth Management
Vancouver,
British Columbia, Canada
|
$1.03B
|
-$30.7M
|
-3%
|
3.65%
|
48.3%
|
124
|
24.19%
|
|