|
2001
|
First Personal Financial Services
Charlotte,
North Carolina
|
$513M
|
+$39.1M
|
+8%
|
|
|
1,038
|
|
|
|
2002
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$513M
|
+$264M
|
+106%
|
|
|
8
|
|
|
|
2003
|
Strategy Asset Managers
Pasadena,
California
|
$512M
|
+$23.4M
|
+5%
|
|
|
128
|
|
|
|
2004
|
Bangor Savings Bank
Bangor,
Maine
|
$511M
|
+$23.1M
|
+5%
|
|
|
154
|
|
|
|
2005
|
BTR Capital Management
Oakland,
California
|
$511M
|
+$20.6M
|
+4%
|
|
|
155
|
|
|
|
2006
|
First Mercantile Trust
Cordova,
Tennessee
|
$511M
|
-$42.1M
|
-8%
|
|
|
849
|
|
|
|
2007
|
Cypress Funds
Los Angeles,
California
|
$510M
|
+$60.7M
|
+13%
|
|
|
20
|
|
|
|
2008
|
Telemark Asset Management
Boston,
Massachusetts
|
$510M
|
+$23.7M
|
+5%
|
|
|
56
|
|
|
|
2009
|
Freshford Capital Management
Rye Brook,
New York
|
$508M
|
+$43.9M
|
+9%
|
|
|
26
|
|
|
|
2010
|
|
$506M
|
-$103M
|
-17%
|
|
|
14
|
|
|
|
2011
|
HoyleCohen
San Diego,
California
|
$506M
|
–
|
–
|
|
|
154
|
|
|
|
2012
|
Indaba Capital Management
San Francisco,
California
|
$506M
|
-$82.8M
|
-14%
|
|
|
27
|
|
|
|
2013
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$506M
|
+$43.2M
|
+9%
|
|
|
154
|
|
|
|
2014
|
Callahan Advisors
Houston,
Texas
|
$504M
|
+$28.1M
|
+6%
|
|
|
130
|
|
|
|
2015
|
Horan Capital Management
Hunt Valley,
Maryland
|
$503M
|
+$22.2M
|
+5%
|
|
|
72
|
|
|
|
2016
|
Speece Thorson Capital Group
Minnetonka,
Minnesota
|
$503M
|
+$23M
|
+5%
|
|
|
40
|
|
|
|
2017
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$503M
|
-$128M
|
-20%
|
|
|
106
|
|
|
|
2018
|
Glovista Investments
Jersey City,
New Jersey
|
$502M
|
-$21.6M
|
-4%
|
|
|
127
|
|
|
|
2019
|
John G. Ullman & Associates
Corning,
New York
|
$501M
|
-$11.6M
|
-2%
|
|
|
117
|
|
|
|
2020
|
KLS Professional Advisors Group
New York
|
$501M
|
+$34.1M
|
+7%
|
|
|
23
|
|
|
|
2021
|
Land & Buildings Investment Management
Stamford,
Connecticut
|
$500M
|
+$93.5M
|
+23%
|
|
|
17
|
|
|
|
2022
|
New Amsterdam Partners
New York
|
$500M
|
+$21.6M
|
+5%
|
|
|
130
|
|
|
|
2023
|
Estate Counselors
Thiensville,
Wisconsin
|
$500M
|
-$2.41M
|
-0.5%
|
|
|
67
|
|
|
|
2024
|
Oracle Investment Management
Greenwich,
Connecticut
|
$500M
|
-$108M
|
-18%
|
|
|
22
|
|
|
|
2025
|
One Capital Management
Westlake Village,
California
|
$499M
|
+$18.3M
|
+4%
|
|
|
154
|
|
|