|
2001
|
Community Bank
Dewitt,
New York
|
$450M
|
-$59.3M
|
-12%
|
|
|
555
|
|
|
|
2002
|
Resources Management Corp
West Hartford,
Connecticut
|
$449M
|
-$98.9M
|
-18%
|
|
|
541
|
|
|
|
2003
|
Auxier Asset Management
Aurora,
Oregon
|
$449M
|
-$81.3M
|
-15%
|
|
|
157
|
|
|
|
2004
|
Professional Advisory Services
Vero Beach,
Florida
|
$449M
|
-$58.2M
|
-11%
|
|
|
71
|
|
|
|
2005
|
Kings Point Capital Management
Great Neck,
New York
|
$448M
|
-$88.3M
|
-16%
|
|
|
384
|
|
|
|
2006
|
Alphinity Investment Management
Sydney,
Australia
|
$448M
|
-$76.5M
|
-15%
|
|
|
32
|
|
|
|
2007
|
Lutz Financial Services
Omaha,
Nebraska
|
$448M
|
-$4.88M
|
-1%
|
|
|
67
|
|
|
|
2008
|
Accredited Investors
Edina,
Minnesota
|
$448M
|
+$42.8M
|
+11%
|
|
|
141
|
|
|
|
2009
|
Oberweis Asset Management
Lisle,
Illinois
|
$447M
|
-$68.9M
|
-13%
|
|
|
244
|
|
|
|
2010
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$447M
|
+$33.9M
|
+8%
|
|
|
129
|
|
|
|
2011
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$447M
|
-$70.4M
|
-14%
|
|
|
203
|
|
|
|
2012
|
|
$446M
|
+$32.5M
|
+8%
|
|
|
7
|
|
|
|
2013
|
Honeycomb Asset Management
New York
|
$446M
|
-$410M
|
-48%
|
|
|
42
|
|
|
|
2014
|
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
|
$446M
|
-$80.4M
|
-15%
|
|
|
953
|
|
|
|
2015
|
Heathbridge Capital Management
Toronto,
Ontario, Canada
|
$446M
|
-$42.2M
|
-9%
|
|
|
29
|
|
|
|
2016
|
De Burlo Group
Boston,
Massachusetts
|
$445M
|
-$87.7M
|
-16%
|
|
|
123
|
|
|
|
2017
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$445M
|
-$64.4M
|
-13%
|
|
|
199
|
|
|
|
2018
|
Decatur Capital Management
Decatur,
Georgia
|
$444M
|
+$10.4M
|
+2%
|
|
|
64
|
|
|
|
2019
|
Klingman & Associates
New York
|
$444M
|
-$44.5M
|
-9%
|
|
|
114
|
|
|
|
2020
|
Windham Capital Management
Boston,
Massachusetts
|
$444M
|
-$42.2M
|
-9%
|
|
|
35
|
|
|
|
2021
|
Northpointe Capital
Bloomfield Hills,
Michigan
|
$443M
|
-$250M
|
-36%
|
|
|
202
|
|
|
|
2022
|
W.R. Berkley Corp
Greenwich,
Connecticut
|
$443M
|
-$189M
|
-30%
|
|
|
129
|
|
|
|
2023
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$442M
|
-$3.37M
|
-0.8%
|
|
|
301
|
|
|
|
2024
|
Salesforce Inc
San Francisco,
California
|
$441M
|
-$63.4M
|
-13%
|
|
|
6
|
|
|
|
2025
|
Ritholtz Wealth Management
New York
|
$441M
|
+$46.4M
|
+12%
|
|
|
136
|
|
|