|
2001
|
Weld Capital Management
New York
|
$544M
|
-$4.7M
|
-0.9%
|
|
|
1,058
|
|
|
|
2002
|
Connable Office Inc
Kalamazoo,
Michigan
|
$544M
|
+$28.9M
|
+6%
|
|
|
196
|
|
|
|
2003
|
Kays Financial Advisory
Atlanta,
Georgia
|
$544M
|
+$28.8M
|
+6%
|
|
|
110
|
|
|
|
2004
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$543M
|
+$21.2M
|
+4%
|
|
|
306
|
|
|
|
2005
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$542M
|
+$31.7M
|
+6%
|
|
|
132
|
|
|
|
2006
|
Cevian Capital II
St. Helier,
Jersey
|
$542M
|
-$9.3M
|
-2%
|
|
|
2
|
|
|
|
2007
|
Northstar Investment Advisors
Denver,
Colorado
|
$542M
|
+$2.85M
|
+0.5%
|
|
|
131
|
|
|
|
2008
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$542M
|
+$7.91M
|
+1%
|
|
|
334
|
|
|
|
2009
|
|
$541M
|
-$8.28M
|
-2%
|
|
|
86
|
|
|
|
2010
|
Adams Street Partners
Chicago,
Illinois
|
$539M
|
+$22.8M
|
+4%
|
|
|
21
|
|
|
|
2011
|
Jacobs Asset Management
New York
|
$539M
|
+$33.9M
|
+7%
|
|
|
67
|
|
|
|
2012
|
Klingman & Associates
New York
|
$538M
|
+$25.3M
|
+5%
|
|
|
122
|
|
|
|
2013
|
BTR Capital Management
Oakland,
California
|
$536M
|
+$16.1M
|
+3%
|
|
|
181
|
|
|
|
2014
|
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
|
$536M
|
+$12.7M
|
+2%
|
|
|
62
|
|
|
|
2015
|
Adell Harriman & Carpenter
Houston,
Texas
|
$535M
|
+$21.2M
|
+4%
|
|
|
144
|
|
|
|
2016
|
Beryl Capital Management
Redondo Beach,
California
|
$535M
|
-$1.28M
|
-0.2%
|
|
|
39
|
|
|
|
2017
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$535M
|
-$1.06M
|
-0.2%
|
|
|
88
|
|
|
|
2018
|
FAS Wealth Partners
Leawood,
Kansas
|
$534M
|
+$21.8M
|
+4%
|
|
|
196
|
|
|
|
2019
|
Chescapmanager
Baltimore,
Maryland
|
$534M
|
-$15.3M
|
-3%
|
|
|
46
|
|
|
|
2020
|
F3Logic
Burnsville,
Minnesota
|
$533M
|
+$71.8M
|
+16%
|
|
|
231
|
|
|
|
2021
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$532M
|
+$16.3M
|
+3%
|
|
|
129
|
|
|
|
2022
|
Decatur Capital Management
Decatur,
Georgia
|
$532M
|
+$14.8M
|
+3%
|
|
|
62
|
|
|
|
2023
|
IBM Retirement Fund
Armonk,
New York
|
$532M
|
+$23.3M
|
+5%
|
|
|
438
|
|
|
|
2024
|
Granite Investment Advisors
Concord,
New Hampshire
|
$532M
|
+$11.8M
|
+2%
|
|
|
169
|
|
|
|
2025
|
Opus Investment Management
Worcester,
Massachusetts
|
$531M
|
+$25.6M
|
+5%
|
|
|
94
|
|
|