|
2001
|
Vivaldi Capital Management
Chicago,
Illinois
|
$443M
|
+$29.7M
|
+7%
|
|
|
255
|
|
|
|
2002
|
Overlook Holdings
Tortola,
British Virgin Islands
|
$443M
|
+$12.3M
|
+3%
|
|
|
3
|
|
|
|
2003
|
Taikang Asset Management (HK)
Hong Kong
|
$443M
|
+$43.6M
|
+11%
|
|
|
84
|
|
|
|
2004
|
Kora Management
Brooklyn,
New York
|
$442M
|
-$26M
|
-6%
|
|
|
9
|
|
|
|
2005
|
Abner Herrman & Brock
Jersey City,
New Jersey
|
$442M
|
-$230M
|
-34%
|
|
|
134
|
|
|
|
2006
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$442M
|
-$71.2M
|
-14%
|
|
|
1,000
|
|
|
|
2007
|
IFG Advisory
Atlanta,
Georgia
|
$441M
|
-$105M
|
-19%
|
|
|
425
|
|
|
|
2008
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$440M
|
-$154M
|
-26%
|
|
|
146
|
|
|
|
2009
|
|
$440M
|
-$176M
|
-29%
|
|
|
55
|
|
|
|
2010
|
SKBA Capital Management
San Francisco,
California
|
$440M
|
-$193M
|
-31%
|
|
|
80
|
|
|
|
2011
|
Matrix Asset Advisors
White Plains,
New York
|
$439M
|
-$173M
|
-28%
|
|
|
79
|
|
|
|
2012
|
Aviva Holdings
New Providence,
Bahamas
|
$439M
|
-$174M
|
-28%
|
|
|
5
|
|
|
|
2013
|
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
|
$437M
|
-$152M
|
-26%
|
|
|
541
|
|
|
|
2014
|
KG Funds Management
New York
|
$436M
|
-$270M
|
-38%
|
|
|
11
|
|
|
|
2015
|
Western Wealth Management
Golden,
Colorado
|
$436M
|
-$224M
|
-34%
|
|
|
431
|
|
|
|
2016
|
Hengistbury Investment Partners
London,
United Kingdom
|
$436M
|
-$490M
|
-53%
|
|
|
6
|
|
|
|
2017
|
Snow Capital Management
Sewickley,
Pennsylvania
|
$436M
|
-$286M
|
-40%
|
|
|
170
|
|
|
|
2018
|
Ion Asset Management
Herzliya,
Israel
|
$436M
|
-$100M
|
-19%
|
|
|
29
|
|
|
|
2019
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$435M
|
-$64.8M
|
-13%
|
|
|
40
|
|
|
|
2020
|
Regis Management Company
Menlo Park,
California
|
$435M
|
-$212M
|
-33%
|
|
|
71
|
|
|
|
2021
|
Bruce & Co
Chicago,
Illinois
|
$434M
|
-$78.3M
|
-15%
|
|
|
44
|
|
|
|
2022
|
Arax Advisory Partners
Denver,
Colorado
|
$434M
|
+$85.5M
|
+25%
|
|
|
739
|
|
|
|
2023
|
Tompkins Financial
Ithaca,
New York
|
$433M
|
-$112M
|
-21%
|
|
|
458
|
|
|
|
2024
|
Cypress Capital Group
Palm Beach,
Florida
|
$433M
|
-$128M
|
-23%
|
|
|
245
|
|
|
|
2025
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$433M
|
-$127M
|
-23%
|
|
|
563
|
|
|