|
2001
|
Community Bank
Dewitt,
New York
|
$847M
|
+$46.3M
|
+6%
|
|
|
498
|
|
|
|
2002
|
Kintegral Advisory
New York
|
$846M
|
+$67.3M
|
+9%
|
|
|
268
|
|
|
|
2003
|
Sahana Capital Management
Greenwich,
Connecticut
|
$846M
|
+$38.5M
|
+5%
|
|
|
11
|
|
|
|
2004
|
Optimal Asset Management
Los Altos,
California
|
$845M
|
+$73.8M
|
+10%
|
|
|
354
|
|
|
|
2005
|
Broad Bay Capital Management
New York
|
$844M
|
-$11.1M
|
-1%
|
|
|
25
|
|
|
|
2006
|
Kemnay Advisory Services
New York
|
$844M
|
+$128M
|
+18%
|
|
|
117
|
|
|
|
2007
|
Skylands Capital
Milwaukee,
Wisconsin
|
$844M
|
+$59.6M
|
+8%
|
|
|
158
|
|
|
|
2008
|
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
|
$844M
|
+$40.9M
|
+5%
|
|
|
38
|
|
|
|
2009
|
Washington Trust Bank
Spokane,
Washington
|
$844M
|
+$32.3M
|
+4%
|
|
|
194
|
|
|
|
2010
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$844M
|
+$80.8M
|
+11%
|
|
|
385
|
|
|
|
2011
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$843M
|
+$64.1M
|
+8%
|
|
|
1,030
|
|
|
|
2012
|
Segment Wealth Management
Houston,
Texas
|
$842M
|
+$88.6M
|
+12%
|
|
|
229
|
|
|
|
2013
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$842M
|
+$198M
|
+31%
|
|
|
558
|
|
|
|
2014
|
Siemens Fonds Invest
Munich,
Germany
|
$842M
|
-$190M
|
-18%
|
|
|
195
|
|
|
|
2015
|
St. James Investment Company
Southlake,
Texas
|
$841M
|
+$85.4M
|
+11%
|
|
|
37
|
|
|
|
2016
|
Mizuho Markets Americas
New York
|
$840M
|
+$636M
|
+311%
|
|
|
31
|
|
|
|
2017
|
Keel Point
Huntsville,
Alabama
|
$838M
|
-$93M
|
-10%
|
|
|
306
|
|
|
|
2018
|
Summit Creek Advisors
Minneapolis,
Minnesota
|
$837M
|
-$2.1M
|
-0.3%
|
|
|
74
|
|
|
|
2019
|
Monashee Investment Management
Boston,
Massachusetts
|
$836M
|
+$186M
|
+29%
|
|
|
597
|
|
|
|
2020
|
KPS Global Asset Management (UK)
London,
United Kingdom
|
$835M
|
+$103M
|
+14%
|
|
|
7
|
|
|
|
2021
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$834M
|
+$88.3M
|
+12%
|
|
|
105
|
|
|
|
2022
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$834M
|
+$77.6M
|
+10%
|
|
|
355
|
|
|
|
2023
|
|
$834M
|
-$4.04M
|
-0.5%
|
|
|
167
|
|
|
|
2024
|
Wellesley Asset Management
Portsmouth,
New Hampshire
|
$834M
|
$0
|
0%
|
|
|
31
|
|
|
|
2025
|
DigitalBridge Group
Boca Raton,
Florida
|
$833M
|
+$49.5M
|
+6%
|
|
|
49
|
|
|