|
2001
|
WBH Advisory
Baltimore,
Maryland
|
$1.49B
|
+$153M
|
+11%
|
13.3%
|
57.6%
|
372
|
8.33%
|
|
|
2002
|
Gemmer Asset Management
Walnut Creek,
California
|
$1.49B
|
+$223M
|
+18%
|
29.5%
|
90.5%
|
198
|
18.69%
|
|
|
2003
|
Mark Asset Management
New York
|
$1.49B
|
+$389M
|
+35%
|
51%
|
325%
|
49
|
38.78%
|
|
|
2004
|
Titleist Asset Management
San Antonio,
Texas
|
$1.49B
|
+$161M
|
+12%
|
12.9%
|
88.9%
|
434
|
13.82%
|
|
|
2005
|
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
$1.49B
|
+$262M
|
+21%
|
33.9%
|
144%
|
116
|
7.76%
|
|
|
2006
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$1.48B
|
+$261M
|
+21%
|
14.9%
|
70.4%
|
235
|
20.85%
|
|
|
2007
|
Cantor Fitzgerald Investment Advisors
New York
|
$1.48B
|
+$127M
|
+9%
|
11.3%
|
–
|
185
|
4.32%
|
|
|
2008
|
Transcend Capital Advisors
Madison,
New Jersey
|
$1.48B
|
+$232M
|
+19%
|
15%
|
71.6%
|
865
|
22.43%
|
|
|
2009
|
American Express
New York
|
$1.48B
|
+$601M
|
+68%
|
68.3%
|
–
|
1
|
0%
|
|
|
2010
|
Hackensack Meridian Health
Edison,
New Jersey
|
$1.48B
|
+$421M
|
+40%
|
10.5%
|
53.4%
|
7
|
0%
|
|
|
2011
|
Fiduciary Alliance
Greenville,
South Carolina
|
$1.48B
|
-$178M
|
-11%
|
13.6%
|
94.3%
|
593
|
17.54%
|
|
|
2012
|
Symmetry Investments
St Helier,
Jersey
|
$1.48B
|
+$566M
|
+62%
|
14.4%
|
148%
|
215
|
72.56%
|
|
|
2013
|
NBC Securities
Birmingham,
Alabama
|
$1.48B
|
+$144M
|
+11%
|
16.4%
|
86.6%
|
2,756
|
19.81%
|
|
|
2014
|
Hilton Capital Management
Garden City,
New York
|
$1.47B
|
+$146M
|
+11%
|
9.43%
|
58.2%
|
146
|
19.18%
|
|
|
2015
|
Park West Asset Management
San Francisco,
California
|
$1.47B
|
+$290M
|
+25%
|
44.1%
|
181%
|
65
|
47.69%
|
|
|
2016
|
Partners Group Holding
Baar-Zug,
Switzerland
|
$1.47B
|
+$116M
|
+9%
|
23.5%
|
23.3%
|
52
|
3.85%
|
|
|
2017
|
Harbor Capital Advisors
Chicago,
Illinois
|
$1.47B
|
+$232M
|
+19%
|
24.7%
|
119%
|
1,266
|
8.53%
|
|
|
2018
|
Rovida Investment Management
Grand Cayman,
Cayman Islands
|
$1.47B
|
+$669M
|
+84%
|
70.3%
|
–
|
21
|
23.81%
|
|
|
2019
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$1.47B
|
+$195M
|
+15%
|
20.8%
|
109%
|
196
|
17.35%
|
|
|
2020
|
MBL Wealth
Charlotte,
North Carolina
|
$1.47B
|
+$144M
|
+11%
|
11.2%
|
47.7%
|
418
|
26.79%
|
|
|
2021
|
Neumeier Poma Investment Counsel
Carmel,
California
|
$1.46B
|
+$247M
|
+20%
|
26.7%
|
229%
|
43
|
6.98%
|
|
|
2022
|
Harvey Partners
Tarrytown,
New York
|
$1.46B
|
+$204M
|
+16%
|
34.1%
|
174%
|
53
|
20.75%
|
|
|
2023
|
CapWealth Advisors
Franklin,
Tennessee
|
$1.46B
|
+$110M
|
+8%
|
12.1%
|
143%
|
126
|
12.7%
|
|
|
2024
|
FORA Capital
Miami,
Florida
|
$1.46B
|
+$91.8M
|
+7%
|
29.1%
|
162%
|
583
|
69.98%
|
|
|
2025
|
Penobscot Investment Management
Boston,
Massachusetts
|
$1.46B
|
+$177M
|
+14%
|
18.3%
|
103%
|
328
|
9.15%
|
|