|
2001
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$365M
|
-$11.2M
|
-3%
|
0.68%
|
81.9%
|
81
|
|
|
2002
|
Kopernik Global Investors
Tampa,
Florida
|
$365M
|
+$83.7M
|
+30%
|
16.9%
|
119%
|
21
|
|
|
2003
|
Foundation Asset Management
White Plains,
New York
|
$365M
|
+$16.2M
|
+5%
|
2.34%
|
127%
|
24
|
|
|
2004
|
|
$364M
|
-$17.8M
|
-5%
|
4.65%
|
–
|
1
|
|
|
2005
|
Adell Harriman & Carpenter
Houston,
Texas
|
$364M
|
+$0
|
0%
|
0.64%
|
126%
|
131
|
|
|
2006
|
Westport Resources Management
Westport,
Connecticut
|
$364M
|
-$3.3M
|
-0.9%
|
0.56%
|
30.6%
|
1,073
|
|
|
2007
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$363M
|
-$2.34M
|
-0.6%
|
0.13%
|
51.7%
|
45
|
|
|
2008
|
Visionary Asset Management
Houston,
Texas
|
$363M
|
-$64.1M
|
-15%
|
2.41%
|
31.9%
|
444
|
|
|
2009
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$363M
|
-$28M
|
-7%
|
0.65%
|
17.2%
|
329
|
|
|
2010
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$363M
|
-$6.86M
|
-2%
|
1.11%
|
46%
|
166
|
|
|
2011
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$362M
|
+$30.4M
|
+9%
|
3.42%
|
48.9%
|
167
|
|
|
2012
|
BTR Capital Management
Oakland,
California
|
$362M
|
-$2.14M
|
-0.6%
|
1.17%
|
35.1%
|
139
|
|
|
2013
|
Callan Capital
La Jolla,
California
|
$361M
|
-$12.5M
|
-3%
|
6.61%
|
20.1%
|
81
|
|
|
2014
|
Archon Partners
Princeton Junction,
New Jersey
|
$361M
|
-$10.8M
|
-3%
|
0.01%
|
105%
|
64
|
|
|
2015
|
Cornerstone Capital
Palo Alto,
California
|
$361M
|
-$10.5M
|
-3%
|
1.04%
|
76.4%
|
70
|
|
|
2016
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$361M
|
-$76.4M
|
-17%
|
1.7%
|
60.2%
|
156
|
|
|
2017
|
Arrow Financial
Glens Falls,
New York
|
$360M
|
-$9.48M
|
-3%
|
1.33%
|
52.9%
|
436
|
|
|
2018
|
JMG Financial Group
Downers Grove,
Illinois
|
$360M
|
+$5.18M
|
+1%
|
1.83%
|
48.2%
|
56
|
|
|
2019
|
Condor Capital Management
Martinsville,
New Jersey
|
$359M
|
+$4.17M
|
+1%
|
1.11%
|
52.6%
|
178
|
|
|
2020
|
Bruce & Co
Chicago,
Illinois
|
$359M
|
-$74.8M
|
-17%
|
3.62%
|
23.4%
|
58
|
|
|
2021
|
Jamison Eaton & Wood
Bedminster,
New Jersey
|
$359M
|
-$4.55M
|
-1%
|
0.03%
|
–
|
117
|
|
|
2022
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$359M
|
+$4.46M
|
+1%
|
1.52%
|
–
|
452
|
|
|
2023
|
Sagard Capital Partners Management
New York
|
$358M
|
+$68.6M
|
+24%
|
5.31%
|
37.4%
|
10
|
|
|
2024
|
Strategic Financial Services
Utica,
New York
|
$358M
|
-$2.89M
|
-0.8%
|
1.52%
|
42.4%
|
100
|
|
|
2025
|
Heathbridge Capital Management
Toronto,
Ontario, Canada
|
$358M
|
-$35.1M
|
-9%
|
3.19%
|
29.9%
|
27
|
|
