|
2001
|
KG Funds Management
New York
|
$436M
|
-$270M
|
-38%
|
|
|
11
|
|
|
|
2002
|
Western Wealth Management
Golden,
Colorado
|
$436M
|
-$224M
|
-34%
|
|
|
431
|
|
|
|
2003
|
Hengistbury Investment Partners
London,
United Kingdom
|
$436M
|
-$490M
|
-53%
|
|
|
6
|
|
|
|
2004
|
Snow Capital Management
Sewickley,
Pennsylvania
|
$436M
|
-$286M
|
-40%
|
|
|
170
|
|
|
|
2005
|
Ion Asset Management
Herzliya,
Israel
|
$436M
|
-$100M
|
-19%
|
|
|
29
|
|
|
|
2006
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$435M
|
-$64.8M
|
-13%
|
|
|
40
|
|
|
|
2007
|
Regis Management Company
Menlo Park,
California
|
$435M
|
-$212M
|
-33%
|
|
|
71
|
|
|
|
2008
|
Bruce & Co
Chicago,
Illinois
|
$434M
|
-$78.3M
|
-15%
|
|
|
44
|
|
|
|
2009
|
Arax Advisory Partners
Denver,
Colorado
|
$434M
|
+$85.5M
|
+25%
|
|
|
739
|
|
|
|
2010
|
Tompkins Financial
Ithaca,
New York
|
$433M
|
-$112M
|
-21%
|
|
|
458
|
|
|
|
2011
|
Cypress Capital Group
Palm Beach,
Florida
|
$433M
|
-$128M
|
-23%
|
|
|
245
|
|
|
|
2012
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$433M
|
-$127M
|
-23%
|
|
|
563
|
|
|
|
2013
|
HSG Holding
Na,
Hong Kong
|
$432M
|
+$15.3M
|
+4%
|
|
|
13
|
|
|
|
2014
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$431M
|
-$147M
|
-25%
|
|
|
450
|
|
|
|
2015
|
Professional Advisory Services
Vero Beach,
Florida
|
$431M
|
-$131M
|
-23%
|
|
|
73
|
|
|
|
2016
|
Planning Alternatives
Birmingham,
Michigan
|
$431M
|
-$143M
|
-25%
|
|
|
54
|
|
|
|
2017
|
Cinctive Capital Management
New York
|
$430M
|
-$502M
|
-54%
|
|
|
293
|
|
|
|
2018
|
10-15 Associates
Goshen,
New York
|
$429M
|
-$101M
|
-19%
|
|
|
108
|
|
|
|
2019
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$429M
|
-$148M
|
-26%
|
|
|
790
|
|
|
|
2020
|
Foresite Capital Management II
Larkspur,
California
|
$428M
|
-$179M
|
-29%
|
|
|
6
|
|
|
|
2021
|
Strategic Investment Management
Arlington,
Virginia
|
$428M
|
-$111M
|
-21%
|
|
|
19
|
|
|
|
2022
|
RVW Wealth
Los Angeles,
California
|
$428M
|
-$29.2M
|
-6%
|
|
|
107
|
|
|
|
2023
|
Nexpoint Asset Management
Dallas,
Texas
|
$427M
|
-$648M
|
-60%
|
|
|
330
|
|
|
|
2024
|
Chiron Investment Management
New York
|
$426M
|
-$282M
|
-40%
|
|
|
84
|
|
|
|
2025
|
London & Capital Asset Management
London,
United Kingdom
|
$426M
|
-$196M
|
-32%
|
|
|
98
|
|
|