|
2001
|
SeaCrest Wealth Management
Purchase,
New York
|
$711M
|
+$87.2M
|
+14%
|
|
|
666
|
|
|
|
2002
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$711M
|
+$96.8M
|
+16%
|
|
|
1,030
|
|
|
|
2003
|
SPC Financial Inc
Rockville,
Maryland
|
$711M
|
+$131M
|
+23%
|
|
|
163
|
|
|
|
2004
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$711M
|
+$78.8M
|
+12%
|
|
|
1,039
|
|
|
|
2005
|
Harvey Investment Company
Louisville,
Kentucky
|
$710M
|
+$69.7M
|
+11%
|
|
|
92
|
|
|
|
2006
|
American Assets Capital Advisers
San Diego,
California
|
$709M
|
+$88.6M
|
+14%
|
|
|
37
|
|
|
|
2007
|
Clark Estates Inc
New York
|
$709M
|
+$97.2M
|
+16%
|
|
|
117
|
|
|
|
2008
|
ShawSpring Partners
Boston,
Massachusetts
|
$708M
|
+$216M
|
+44%
|
|
|
5
|
|
|
|
2009
|
North American Management
Boston,
Massachusetts
|
$707M
|
+$64.7M
|
+10%
|
|
|
111
|
|
|
|
2010
|
Sasco Capital
Fairfield,
Connecticut
|
$707M
|
+$125M
|
+22%
|
|
|
51
|
|
|
|
2011
|
MPM Asset Management
Boston,
Massachusetts
|
$707M
|
+$170M
|
+32%
|
|
|
9
|
|
|
|
2012
|
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
|
$706M
|
+$133M
|
+23%
|
|
|
803
|
|
|
|
2013
|
Arete Wealth Advisors
Chicago,
Illinois
|
$706M
|
+$42.4M
|
+6%
|
|
|
458
|
|
|
|
2014
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$705M
|
+$163M
|
+30%
|
|
|
300
|
|
|
|
2015
|
Optimal Asset Management
Los Altos,
California
|
$705M
|
+$14.2M
|
+2%
|
|
|
406
|
|
|
|
2016
|
Cantor Fitzgerald Investment Advisors
New York
|
$704M
|
+$92.5M
|
+15%
|
|
|
71
|
|
|
|
2017
|
Narwhal Capital Management
Marietta,
Georgia
|
$704M
|
+$84.9M
|
+14%
|
|
|
160
|
|
|
|
2018
|
Lenox Wealth Advisors
New York
|
$703M
|
+$37.7M
|
+6%
|
|
|
718
|
|
|
|
2019
|
Blue Whale Capital
London,
United Kingdom
|
$703M
|
+$185M
|
+36%
|
|
|
18
|
|
|
|
2020
|
Boussard & Gavaudan Investment Management
London,
United Kingdom
|
$702M
|
-$73.7M
|
-10%
|
|
|
87
|
|
|
|
2021
|
|
$702M
|
+$79.7M
|
+13%
|
|
|
153
|
|
|
|
2022
|
Cornercap Investment Counsel
Atlanta,
Georgia
|
$701M
|
-$5.39M
|
-0.8%
|
|
|
664
|
|
|
|
2023
|
American Financial Advisors
Marietta,
Georgia
|
$701M
|
+$85.3M
|
+14%
|
|
|
125
|
|
|
|
2024
|
HighTower Trust
Houston,
Texas
|
$701M
|
+$65.6M
|
+10%
|
|
|
110
|
|
|
|
2025
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$699M
|
+$74.8M
|
+12%
|
|
|
85
|
|
|