|
2001
|
Venturi Wealth Management
Austin,
Texas
|
$433M
|
+$77M
|
+22%
|
|
|
193
|
|
|
|
2002
|
Private Trust Company
Cleveland,
Ohio
|
$433M
|
+$14.9M
|
+4%
|
|
|
380
|
|
|
|
2003
|
Flippin Bruce & Porter
Lynchburg,
Virginia
|
$432M
|
+$21.6M
|
+5%
|
|
|
79
|
|
|
|
2004
|
Novare Capital Management
Charlotte,
North Carolina
|
$431M
|
+$24M
|
+6%
|
|
|
124
|
|
|
|
2005
|
Greylin Investment Management
Orange,
Virginia
|
$431M
|
+$14.5M
|
+3%
|
|
|
79
|
|
|
|
2006
|
V3 Capital Management
Dallas,
Texas
|
$431M
|
-$21.9M
|
-5%
|
|
|
17
|
|
|
|
2007
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$430M
|
+$41.8M
|
+11%
|
|
|
87
|
|
|
|
2008
|
KLS Professional Advisors Group
New York
|
$430M
|
+$24.4M
|
+6%
|
|
|
7
|
|
|
|
2009
|
Edinburgh Partners
Edinburgh,
United Kingdom
|
$430M
|
-$45.6M
|
-10%
|
|
|
40
|
|
|
|
2010
|
Chemung Canal Trust
Elmira,
New York
|
$430M
|
+$4.3M
|
+1%
|
|
|
120
|
|
|
|
2011
|
Ensemble Capital Management
San Francisco,
California
|
$430M
|
+$24.2M
|
+6%
|
|
|
45
|
|
|
|
2012
|
Equitec Specialists
Chicago,
Illinois
|
$428M
|
+$59.7M
|
+16%
|
|
|
104
|
|
|
|
2013
|
Cypress Capital Group
Palm Beach,
Florida
|
$428M
|
+$6.82M
|
+2%
|
|
|
200
|
|
|
|
2014
|
Tygh Capital Management
Portland,
Oregon
|
$428M
|
+$29.9M
|
+8%
|
|
|
106
|
|
|
|
2015
|
Sandhill Capital Partners
Buffalo,
New York
|
$427M
|
+$63.3M
|
+17%
|
|
|
70
|
|
|
|
2016
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$427M
|
+$24.1M
|
+6%
|
|
|
147
|
|
|
|
2017
|
Archon Partners
Princeton Junction,
New Jersey
|
$427M
|
+$43.9M
|
+11%
|
|
|
61
|
|
|
|
2018
|
Cypress Funds
Los Angeles,
California
|
$427M
|
+$1.93M
|
+0.5%
|
|
|
34
|
|
|
|
2019
|
Kings Point Capital Management
Great Neck,
New York
|
$427M
|
+$21.4M
|
+5%
|
|
|
361
|
|
|
|
2020
|
GCA Investment Management
New York
|
$426M
|
+$80.3M
|
+23%
|
|
|
31
|
|
|
|
2021
|
Hays Advisory
Franklin,
Tennessee
|
$426M
|
-$22.1M
|
-5%
|
|
|
85
|
|
|
|
2022
|
Dynamic Technology Lab
Singapore
|
$426M
|
+$53.7M
|
+14%
|
|
|
1,481
|
|
|
|
2023
|
683 Capital Management
New York
|
$426M
|
+$14M
|
+3%
|
|
|
99
|
|
|
|
2024
|
Caprock Group
Boise,
Idaho
|
$426M
|
+$28.3M
|
+7%
|
|
|
388
|
|
|
|
2025
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$426M
|
+$51M
|
+14%
|
|
|
216
|
|
|