|
2001
|
United Bank (Virginia)
Vienna,
Virginia
|
$577M
|
+$30.2M
|
+6%
|
|
|
147
|
|
|
|
2002
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$577M
|
+$64.7M
|
+13%
|
|
|
787
|
|
|
|
2003
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$577M
|
+$38.1M
|
+7%
|
|
|
137
|
|
|
|
2004
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$576M
|
+$54.9M
|
+11%
|
|
|
173
|
|
|
|
2005
|
Oribel Capital Management
New York
|
$576M
|
+$215M
|
+59%
|
|
|
70
|
|
|
|
2006
|
Arete Wealth Advisors
Chicago,
Illinois
|
$576M
|
+$52.6M
|
+10%
|
|
|
440
|
|
|
|
2007
|
PagnatoKarp Partners
Reston,
Virginia
|
$576M
|
+$71.6M
|
+14%
|
|
|
192
|
|
|
|
2008
|
Adams Asset Advisors
Dallas,
Texas
|
$575M
|
-$39.1M
|
-6%
|
|
|
102
|
|
|
|
2009
|
Efficient Advisors
Mason,
Ohio
|
$575M
|
+$27.4M
|
+5%
|
|
|
50
|
|
|
|
2010
|
Planning Alternatives
Birmingham,
Michigan
|
$573M
|
+$26.9M
|
+5%
|
|
|
52
|
|
|
|
2011
|
Private Capital Management (Florida)
Naples,
Florida
|
$573M
|
+$756K
|
+0.1%
|
|
|
48
|
|
|
|
2012
|
CX Institutional
Auburn,
Indiana
|
$573M
|
-$45.7M
|
-7%
|
|
|
792
|
|
|
|
2013
|
Spirit of America Management Corp
Syosset,
New York
|
$573M
|
-$45.5M
|
-7%
|
|
|
246
|
|
|
|
2014
|
Glynn Capital Management
Menlo Park,
California
|
$573M
|
+$25.7M
|
+5%
|
|
|
43
|
|
|
|
2015
|
|
$572M
|
-$137M
|
-19%
|
|
|
70
|
|
|
|
2016
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$572M
|
+$60.7M
|
+12%
|
|
|
229
|
|
|
|
2017
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$572M
|
+$12.6M
|
+2%
|
|
|
343
|
|
|
|
2018
|
Raub Brock Capital Management
Larkspur,
California
|
$570M
|
+$50.3M
|
+10%
|
|
|
62
|
|
|
|
2019
|
American Financial Advisors
Marietta,
Georgia
|
$570M
|
+$41.5M
|
+8%
|
|
|
97
|
|
|
|
2020
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$570M
|
+$60.1M
|
+12%
|
|
|
2,010
|
|
|
|
2021
|
Sunriver Management
Greenwich,
Connecticut
|
$570M
|
+$53.5M
|
+10%
|
|
|
22
|
|
|
|
2022
|
Oakworth Capital
Birmingham,
Alabama
|
$570M
|
+$54.1M
|
+10%
|
|
|
601
|
|
|
|
2023
|
|
$570M
|
+$173M
|
+44%
|
|
|
78
|
|
|
|
2024
|
Community Bank
Dewitt,
New York
|
$568M
|
+$41.6M
|
+8%
|
|
|
460
|
|
|
|
2025
|
Hikari Tsushin Inc
Tokyo,
Japan
|
$567M
|
+$82.8M
|
+17%
|
|
|
52
|
|
|