|
2001
|
|
$854M
|
+$72M
|
+9%
|
|
|
37
|
|
|
|
2002
|
TruWealth Advisors
Metairie,
Louisiana
|
$853M
|
+$116M
|
+16%
|
|
|
122
|
|
|
|
2003
|
Easterly Investment Partners
Beverly,
Massachusetts
|
$852M
|
+$16.9M
|
+2%
|
|
|
218
|
|
|
|
2004
|
|
$850M
|
+$663M
|
+353%
|
|
|
4
|
|
|
|
2005
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$850M
|
+$73.1M
|
+9%
|
|
|
178
|
|
|
|
2006
|
Woodstock Corp
Boston,
Massachusetts
|
$850M
|
+$63.3M
|
+8%
|
|
|
204
|
|
|
|
2007
|
Sasco Capital
Fairfield,
Connecticut
|
$848M
|
+$47.2M
|
+6%
|
|
|
50
|
|
|
|
2008
|
Rational Advisors
Huntington,
New York
|
$848M
|
+$307M
|
+57%
|
|
|
202
|
|
|
|
2009
|
Bath Savings Trust
Bath,
Maine
|
$848M
|
+$64.2M
|
+8%
|
|
|
159
|
|
|
|
2010
|
venBio Partners
San Francisco,
California
|
$847M
|
-$205M
|
-19%
|
|
|
10
|
|
|
|
2011
|
First Mercantile Trust
Cordova,
Tennessee
|
$847M
|
-$26.5M
|
-3%
|
|
|
916
|
|
|
|
2012
|
Community Bank
Dewitt,
New York
|
$847M
|
+$46.3M
|
+6%
|
|
|
498
|
|
|
|
2013
|
Kintegral Advisory
New York
|
$846M
|
+$67.3M
|
+9%
|
|
|
268
|
|
|
|
2014
|
Sahana Capital Management
Greenwich,
Connecticut
|
$846M
|
+$38.5M
|
+5%
|
|
|
11
|
|
|
|
2015
|
Optimal Asset Management
Los Altos,
California
|
$845M
|
+$73.8M
|
+10%
|
|
|
354
|
|
|
|
2016
|
Broad Bay Capital Management
New York
|
$844M
|
-$11.1M
|
-1%
|
|
|
25
|
|
|
|
2017
|
Kemnay Advisory Services
New York
|
$844M
|
+$128M
|
+18%
|
|
|
117
|
|
|
|
2018
|
Skylands Capital
Milwaukee,
Wisconsin
|
$844M
|
+$59.6M
|
+8%
|
|
|
158
|
|
|
|
2019
|
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
|
$844M
|
+$40.9M
|
+5%
|
|
|
38
|
|
|
|
2020
|
Washington Trust Bank
Spokane,
Washington
|
$844M
|
+$32.3M
|
+4%
|
|
|
194
|
|
|
|
2021
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$844M
|
+$80.8M
|
+11%
|
|
|
385
|
|
|
|
2022
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$843M
|
+$64.1M
|
+8%
|
|
|
1,030
|
|
|
|
2023
|
Segment Wealth Management
Houston,
Texas
|
$842M
|
+$88.6M
|
+12%
|
|
|
229
|
|
|
|
2024
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$842M
|
+$198M
|
+31%
|
|
|
558
|
|
|
|
2025
|
Siemens Fonds Invest
Munich,
Germany
|
$842M
|
-$190M
|
-18%
|
|
|
195
|
|
|