|
2001
|
Globeflex Capital
San Diego,
California
|
$374M
|
-$1.66M
|
-0.4%
|
|
|
553
|
|
|
|
2002
|
Zuckerman Investment Group
Chicago,
Illinois
|
$373M
|
-$50.5M
|
-12%
|
|
|
48
|
|
|
|
2003
|
CNA Financial
Chicago,
Illinois
|
$372M
|
-$2.44M
|
-0.7%
|
|
|
198
|
|
|
|
2004
|
Adell Harriman & Carpenter
Houston,
Texas
|
$372M
|
-$523K
|
-0.1%
|
|
|
141
|
|
|
|
2005
|
Mission Wealth Management
Santa Barbara,
California
|
$371M
|
+$16.2M
|
+5%
|
|
|
172
|
|
|
|
2006
|
Sphera Funds Management
Tel Aviv,
Israel
|
$371M
|
-$183M
|
-33%
|
|
|
138
|
|
|
|
2007
|
Dynamic Technology Lab
Singapore
|
$371M
|
+$39.3M
|
+12%
|
|
|
1,409
|
|
|
|
2008
|
Oceanic Investment Management
Douglas,
Isle Of Man
|
$371M
|
-$176M
|
-32%
|
|
|
39
|
|
|
|
2009
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$370M
|
-$8.45M
|
-2%
|
|
|
207
|
|
|
|
2010
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$370M
|
-$70.7M
|
-16%
|
|
|
166
|
|
|
|
2011
|
Scoggin Management
New York
|
$370M
|
-$26.7M
|
-7%
|
|
|
58
|
|
|
|
2012
|
Private Trust Company
Cleveland,
Ohio
|
$369M
|
+$18.1M
|
+5%
|
|
|
334
|
|
|
|
2013
|
Regal Investment Advisors
Kentwood,
Michigan
|
$369M
|
-$16.4M
|
-4%
|
|
|
295
|
|
|
|
2014
|
Turner Investments
Berwyn,
Pennsylvania
|
$369M
|
-$114M
|
-24%
|
|
|
302
|
|
|
|
2015
|
Ativo Capital Management
Chicago,
Illinois
|
$369M
|
-$30.6M
|
-8%
|
|
|
212
|
|
|
|
2016
|
American Assets Investment Management
San Diego,
California
|
$368M
|
+$6.39M
|
+2%
|
|
|
131
|
|
|
|
2017
|
Greylock XIII
Menlo Park,
California
|
$368M
|
-$54.6M
|
-13%
|
|
|
3
|
|
|
|
2018
|
Chubb Ltd
Zurich,
Switzerland
|
$367M
|
–
|
–
|
|
|
36
|
|
|
|
2019
|
First Business Financial Services
Madison,
Wisconsin
|
$367M
|
+$32.6M
|
+10%
|
|
|
80
|
|
|
|
2020
|
K2 Principal Fund
Toronto,
Ontario, Canada
|
$366M
|
-$13.5M
|
-4%
|
|
|
251
|
|
|
|
2021
|
Knowledge Leaders Capital
Denver,
Colorado
|
$366M
|
+$76.3M
|
+26%
|
|
|
39
|
|
|
|
2022
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$366M
|
+$8.79M
|
+2%
|
|
|
167
|
|
|
|
2023
|
Advisory Services Network
Atlanta,
Georgia
|
$366M
|
+$55.2M
|
+18%
|
|
|
1,921
|
|
|
|
2024
|
Callahan Advisors
Houston,
Texas
|
$365M
|
+$14.2M
|
+4%
|
|
|
123
|
|
|
|
2025
|
Barton Investment Management
West Conshohocken,
Pennsylvania
|
$365M
|
+$59.7M
|
+20%
|
|
|
107
|
|
|