|
2001
|
Callahan Advisors
Houston,
Texas
|
$381M
|
+$15.9M
|
+4%
|
|
|
120
|
|
|
|
2002
|
Thomasville National Bank
Thomasville,
Georgia
|
$380M
|
+$48.6M
|
+15%
|
|
|
160
|
|
|
|
2003
|
Cabot Wealth Management
Salem,
Massachusetts
|
$380M
|
+$20.4M
|
+6%
|
|
|
149
|
|
|
|
2004
|
AO Asset Management
New York
|
$380M
|
+$1.31M
|
+0.3%
|
|
|
33
|
|
|
|
2005
|
Trigran Investments
Northbrook,
Illinois
|
$380M
|
+$52M
|
+16%
|
|
|
21
|
|
|
|
2006
|
Perritt Capital Management
Chicago,
Illinois
|
$379M
|
-$23.1M
|
-6%
|
|
|
242
|
|
|
|
2007
|
Investure LLC
Charlottesville,
Virginia
|
$379M
|
-$27.3M
|
-7%
|
|
|
10
|
|
|
|
2008
|
SkyBridge Capital II
New York
|
$378M
|
+$89.9M
|
+31%
|
|
|
45
|
|
|
|
2009
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$377M
|
+$10.5M
|
+3%
|
|
|
153
|
|
|
|
2010
|
Mission Wealth Management
Santa Barbara,
California
|
$376M
|
+$5.05M
|
+1%
|
|
|
181
|
|
|
|
2011
|
Perigon Wealth Management
San Francisco,
California
|
$376M
|
+$56.1M
|
+18%
|
|
|
498
|
|
|
|
2012
|
Penn Davis McFarland
Dallas,
Texas
|
$376M
|
-$5.2M
|
-1%
|
|
|
37
|
|
|
|
2013
|
WFG Advisors
Dallas,
Texas
|
$375M
|
+$29.2M
|
+8%
|
|
|
1,812
|
|
|
|
2014
|
Patriot Financial Partners
Radnor,
Pennsylvania
|
$375M
|
-$16M
|
-4%
|
|
|
17
|
|
|
|
2015
|
Zuckerman Investment Group
Chicago,
Illinois
|
$374M
|
+$1.22M
|
+0.3%
|
|
|
57
|
|
|
|
2016
|
Financial Partners Capital Management
New York
|
$374M
|
-$29.4M
|
-7%
|
|
|
106
|
|
|
|
2017
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$374M
|
+$13.1M
|
+4%
|
|
|
63
|
|
|
|
2018
|
RPG Investment Advisory
Pleasanton,
California
|
$373M
|
+$115M
|
+44%
|
|
|
122
|
|
|
|
2019
|
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
|
$373M
|
-$8.94M
|
-2%
|
|
|
19
|
|
|
|
2020
|
Bienville Capital Management
New York
|
$373M
|
+$70.7M
|
+23%
|
|
|
126
|
|
|
|
2021
|
Novare Capital Management
Charlotte,
North Carolina
|
$371M
|
+$14.9M
|
+4%
|
|
|
118
|
|
|
|
2022
|
|
$370M
|
-$82.6M
|
-18%
|
|
|
1
|
|
|
|
2023
|
Rivulet Capital
Summit,
New Jersey
|
$370M
|
+$47.5M
|
+15%
|
|
|
12
|
|
|
|
2024
|
Kerrisdale Advisers
Miami,
Florida
|
$370M
|
-$216M
|
-37%
|
|
|
51
|
|
|
|
2025
|
Dynamic Technology Lab
Singapore
|
$370M
|
-$1.3M
|
-0.4%
|
|
|
1,408
|
|
|