|
2001
|
Masters Capital Management
Atlanta,
Georgia
|
$459M
|
-$277M
|
-38%
|
|
|
68
|
|
|
|
2002
|
Signet Financial Management
Parsippany,
New Jersey
|
$459M
|
-$112M
|
-20%
|
|
|
971
|
|
|
|
2003
|
Algebris (UK)
London,
United Kingdom
|
$459M
|
-$65.2M
|
-12%
|
|
|
58
|
|
|
|
2004
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$458M
|
-$34.9M
|
-7%
|
|
|
387
|
|
|
|
2005
|
Dundas Partners
Edinburgh,
United Kingdom
|
$458M
|
-$37.4M
|
-8%
|
|
|
32
|
|
|
|
2006
|
Bremer Trust National Association
St. Cloud,
Minnesota
|
$458M
|
+$58.9M
|
+15%
|
|
|
757
|
|
|
|
2007
|
CDAM (UK)
London,
United Kingdom
|
$457M
|
-$71.6M
|
-14%
|
|
|
16
|
|
|
|
2008
|
CKW Financial Group
Honolulu,
Hawaii
|
$456M
|
-$73.7M
|
-14%
|
|
|
194
|
|
|
|
2009
|
Regal Investment Advisors
Kentwood,
Michigan
|
$456M
|
-$18.6M
|
-4%
|
|
|
386
|
|
|
|
2010
|
Petrus Trust Company
Dallas,
Texas
|
$456M
|
+$2.73M
|
+0.6%
|
|
|
339
|
|
|
|
2011
|
American Financial Advisors
Marietta,
Georgia
|
$456M
|
–
|
–
|
|
|
90
|
|
|
|
2012
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$456M
|
-$56M
|
-11%
|
|
|
137
|
|
|
|
2013
|
Credential Qtrade Securities
Vancouver,
|
$456M
|
-$38.3M
|
-8%
|
|
|
304
|
|
|
|
2014
|
Indaba Capital Management
San Francisco,
California
|
$455M
|
+$124M
|
+37%
|
|
|
32
|
|
|
|
2015
|
Cobiz Wealth
Denver,
Colorado
|
$455M
|
-$65.6M
|
-13%
|
|
|
137
|
|
|
|
2016
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$455M
|
-$56.4M
|
-11%
|
|
|
198
|
|
|
|
2017
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$455M
|
-$44.3M
|
-9%
|
|
|
18
|
|
|
|
2018
|
Lunia Capital
Dallas,
Texas
|
$455M
|
-$20.8M
|
-4%
|
|
|
40
|
|
|
|
2019
|
Adell Harriman & Carpenter
Houston,
Texas
|
$454M
|
-$80.8M
|
-15%
|
|
|
155
|
|
|
|
2020
|
Snow Lake Capital
Central,
Hong Kong
|
$453M
|
–
|
–
|
|
|
2
|
|
|
|
2021
|
Tompkins Financial
Ithaca,
New York
|
$453M
|
-$34.7M
|
-7%
|
|
|
442
|
|
|
|
2022
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$453M
|
-$135M
|
-23%
|
|
|
89
|
|
|
|
2023
|
Connable Office Inc
Kalamazoo,
Michigan
|
$452M
|
-$68.5M
|
-13%
|
|
|
188
|
|
|
|
2024
|
Sarissa Capital Management
Greenwich,
Connecticut
|
$451M
|
-$2.06M
|
-0.5%
|
|
|
11
|
|
|
|
2025
|
Marathon Asset Management (New York)
New York
|
$450M
|
+$354M
|
+367%
|
|
|
19
|
|
|