|
2001
|
Archon Partners
Princeton Junction,
New Jersey
|
$550M
|
+$88.2M
|
+19%
|
|
|
60
|
|
|
|
2002
|
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
$549M
|
+$129M
|
+31%
|
|
|
156
|
|
|
|
2003
|
Freshford Capital Management
Rye Brook,
New York
|
$548M
|
+$151M
|
+38%
|
|
|
18
|
|
|
|
2004
|
|
$547M
|
+$54.4M
|
+11%
|
|
|
121
|
|
|
|
2005
|
Hillcrest Asset Management
Plano,
Texas
|
$547M
|
+$131M
|
+32%
|
|
|
65
|
|
|
|
2006
|
Wallace Capital Management
Dallas,
Texas
|
$547M
|
+$26.5M
|
+5%
|
|
|
64
|
|
|
|
2007
|
RVW Wealth
Los Angeles,
California
|
$547M
|
+$119M
|
+28%
|
|
|
113
|
|
|
|
2008
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$547M
|
+$77.1M
|
+16%
|
|
|
782
|
|
|
|
2009
|
Cowen and Company
New York
|
$546M
|
+$165M
|
+43%
|
|
|
434
|
|
|
|
2010
|
Marco Investment Management
Atlanta,
Georgia
|
$546M
|
+$74.3M
|
+16%
|
|
|
170
|
|
|
|
2011
|
Forward Management
San Francisco,
California
|
$546M
|
+$32.3M
|
+6%
|
|
|
49
|
|
|
|
2012
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$546M
|
+$114M
|
+27%
|
|
|
395
|
|
|
|
2013
|
Cypress Capital Group
Palm Beach,
Florida
|
$546M
|
+$112M
|
+26%
|
|
|
248
|
|
|
|
2014
|
Regal Investment Advisors
Kentwood,
Michigan
|
$545M
|
+$477M
|
+701%
|
|
|
326
|
|
|
|
2015
|
Arden Trust
Wilmington,
Delaware
|
$545M
|
+$42.6M
|
+8%
|
|
|
838
|
|
|
|
2016
|
Ancient Art
Austin,
Texas
|
$545M
|
-$75.4M
|
-12%
|
|
|
30
|
|
|
|
2017
|
Canandaigua National Corp
Canandaigua,
New York
|
$544M
|
–
|
–
|
|
|
269
|
|
|
|
2018
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$544M
|
+$20.8M
|
+4%
|
|
|
74
|
|
|
|
2019
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$544M
|
+$126M
|
+30%
|
|
|
63
|
|
|
|
2020
|
Sapience Investments
Newport Beach,
California
|
$544M
|
+$94.2M
|
+21%
|
|
|
102
|
|
|
|
2021
|
Suncoast Equity Management
Tampa,
Florida
|
$542M
|
+$131M
|
+32%
|
|
|
42
|
|
|
|
2022
|
|
$542M
|
+$91.3M
|
+20%
|
|
|
116
|
|
|
|
2023
|
Howe & Rusling
Rochester,
New York
|
$542M
|
+$77.8M
|
+17%
|
|
|
959
|
|
|
|
2024
|
F3Logic
Burnsville,
Minnesota
|
$542M
|
+$82.1M
|
+18%
|
|
|
182
|
|
|
|
2025
|
Hilltop Holdings
Dallas,
Texas
|
$542M
|
+$129M
|
+31%
|
|
|
424
|
|
|