|
2001
|
|
$903M
|
+$38.9M
|
+5%
|
|
|
155
|
|
|
|
2002
|
Carret Asset Management
New York
|
$903M
|
+$65.2M
|
+8%
|
|
|
304
|
|
|
|
2003
|
Dynamic Technology Lab
Singapore
|
$903M
|
+$68.7M
|
+8%
|
|
|
1,651
|
|
|
|
2004
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$902M
|
+$83.7M
|
+10%
|
|
|
35
|
|
|
|
2005
|
Anson Funds Management
Dallas,
Texas
|
$902M
|
-$96.9M
|
-10%
|
|
|
487
|
|
|
|
2006
|
Weatherly Asset Management
Del Mar,
California
|
$902M
|
+$79.7M
|
+10%
|
|
|
206
|
|
|
|
2007
|
Fiduciary Group
Savannah,
Georgia
|
$899M
|
+$17.8M
|
+2%
|
|
|
241
|
|
|
|
2008
|
SPC Financial Inc
Rockville,
Maryland
|
$896M
|
+$89M
|
+11%
|
|
|
196
|
|
|
|
2009
|
Cevian Capital II
St. Helier,
Jersey
|
$896M
|
+$116M
|
+15%
|
|
|
2
|
|
|
|
2010
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$896M
|
+$245M
|
+38%
|
|
|
631
|
|
|
|
2011
|
RVW Wealth
Los Angeles,
California
|
$895M
|
+$63.2M
|
+8%
|
|
|
146
|
|
|
|
2012
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$894M
|
+$83.2M
|
+10%
|
|
|
195
|
|
|
|
2013
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$894M
|
+$73.7M
|
+9%
|
|
|
187
|
|
|
|
2014
|
Callahan Advisors
Houston,
Texas
|
$891M
|
+$97.8M
|
+12%
|
|
|
153
|
|
|
|
2015
|
Alpha Wave Global
New York
|
$891M
|
-$415M
|
-32%
|
|
|
148
|
|
|
|
2016
|
Oxford Financial Group
Carmel,
Indiana
|
$890M
|
+$105M
|
+13%
|
|
|
287
|
|
|
|
2017
|
B. Riley Financial
Los Angeles,
California
|
$889M
|
+$98.5M
|
+12%
|
|
|
62
|
|
|
|
2018
|
Nalanda India Equity Fund
Mauritius
|
$888M
|
+$88.3M
|
+11%
|
|
|
2
|
|
|
|
2019
|
Ancient Art
Austin,
Texas
|
$887M
|
-$59.9M
|
-6%
|
|
|
26
|
|
|
|
2020
|
Triple Frond Partners
San Francisco,
California
|
$887M
|
-$29.5M
|
-3%
|
|
|
10
|
|
|
|
2021
|
Empowered Funds
Havertown,
Pennsylvania
|
$887M
|
+$107M
|
+14%
|
|
|
299
|
|
|
|
2022
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$887M
|
+$84.4M
|
+11%
|
|
|
98
|
|
|
|
2023
|
PKO Investment Management Joint-Stock
Warsaw,
Poland
|
$887M
|
+$53.4M
|
+6%
|
|
|
125
|
|
|
|
2024
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$886M
|
+$91.4M
|
+11%
|
|
|
17
|
|
|
|
2025
|
TD Capital Management
Memphis,
Tennessee
|
$886M
|
+$68.4M
|
+8%
|
|
|
405
|
|
|