|
2001
|
Summit Financial
Parsippany,
New Jersey
|
$605M
|
+$39.9M
|
+7%
|
|
|
37
|
|
|
|
2002
|
NWAM LLC
Mercer Island,
Washington
|
$603M
|
-$111M
|
-16%
|
|
|
443
|
|
|
|
2003
|
Forward Management
San Francisco,
California
|
$603M
|
+$57.1M
|
+10%
|
|
|
42
|
|
|
|
2004
|
|
$601M
|
-$148M
|
-20%
|
|
|
18
|
|
|
|
2005
|
Presima Securities
Montreal,
Quebec, Canada
|
$601M
|
+$77.4M
|
+15%
|
|
|
44
|
|
|
|
2006
|
NBT Bank
Norwich,
New York
|
$601M
|
+$39.9M
|
+7%
|
|
|
223
|
|
|
|
2007
|
Private Asset Management
San Diego,
California
|
$601M
|
+$38M
|
+7%
|
|
|
143
|
|
|
|
2008
|
Cypress Capital Group
Palm Beach,
Florida
|
$600M
|
+$54.8M
|
+10%
|
|
|
271
|
|
|
|
2009
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$600M
|
+$12.2M
|
+2%
|
|
|
120
|
|
|
|
2010
|
Skylands Capital
Milwaukee,
Wisconsin
|
$600M
|
+$33.9M
|
+6%
|
|
|
140
|
|
|
|
2011
|
GSA Capital Partners
London,
United Kingdom
|
$600M
|
+$420M
|
+234%
|
|
|
1,485
|
|
|
|
2012
|
First Business Financial Services
Madison,
Wisconsin
|
$599M
|
+$41.2M
|
+7%
|
|
|
123
|
|
|
|
2013
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$598M
|
+$35.5M
|
+6%
|
|
|
275
|
|
|
|
2014
|
CDAM (UK)
London,
United Kingdom
|
$598M
|
+$42.6M
|
+8%
|
|
|
14
|
|
|
|
2015
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$598M
|
+$43.6M
|
+8%
|
|
|
220
|
|
|
|
2016
|
Circle Wealth Management
Summit,
New Jersey
|
$598M
|
+$29.9M
|
+5%
|
|
|
211
|
|
|
|
2017
|
|
$597M
|
+$18.6M
|
+3%
|
|
|
195
|
|
|
|
2018
|
Crescent Park Management
East Palo Alto,
California
|
$596M
|
+$111M
|
+23%
|
|
|
29
|
|
|
|
2019
|
Towle & Co
Denver,
Colorado
|
$596M
|
+$61.2M
|
+11%
|
|
|
34
|
|
|
|
2020
|
Hikari Tsushin Inc
Tokyo,
Japan
|
$595M
|
+$77M
|
+15%
|
|
|
38
|
|
|
|
2021
|
Atlas Venture Advisors
Boston,
Massachusetts
|
$594M
|
+$203M
|
+52%
|
|
|
8
|
|
|
|
2022
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$594M
|
+$34.2M
|
+6%
|
|
|
45
|
|
|
|
2023
|
Equitec Specialists
Chicago,
Illinois
|
$594M
|
+$155M
|
+35%
|
|
|
176
|
|
|
|
2024
|
Abner Herrman & Brock
Jersey City,
New Jersey
|
$593M
|
+$36.5M
|
+7%
|
|
|
129
|
|
|
|
2025
|
Arax Advisory Partners
Denver,
Colorado
|
$593M
|
+$31.4M
|
+6%
|
|
|
727
|
|
|