|
2001
|
Chiron Investment Management
New York
|
$851M
|
-$27.2M
|
-3%
|
|
|
135
|
|
|
|
2002
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$849M
|
-$209M
|
-20%
|
|
|
396
|
|
|
|
2003
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$848M
|
+$1.57M
|
+0.2%
|
|
|
199
|
|
|
|
2004
|
American Assets Capital Advisers
San Diego,
California
|
$848M
|
-$164M
|
-16%
|
|
|
37
|
|
|
|
2005
|
Dynamic Technology Lab
Singapore
|
$848M
|
-$55.4M
|
-6%
|
|
|
1,701
|
|
|
|
2006
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$847M
|
-$19.3M
|
-2%
|
|
|
90
|
|
|
|
2007
|
|
$846M
|
-$57M
|
-6%
|
|
|
151
|
|
|
|
2008
|
Vancity Investment Management
Vancouver,
British Columbia, Canada
|
$845M
|
-$26.1M
|
-3%
|
|
|
64
|
|
|
|
2009
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$845M
|
-$49.1M
|
-5%
|
|
|
193
|
|
|
|
2010
|
L & S Advisors
Los Angeles,
California
|
$844M
|
-$82.9M
|
-9%
|
|
|
361
|
|
|
|
2011
|
Nottingham Advisors
Amherst,
New York
|
$843M
|
-$71.7M
|
-8%
|
|
|
151
|
|
|
|
2012
|
Iron Triangle Partners
Cos Cob,
Connecticut
|
$841M
|
+$123M
|
+17%
|
|
|
33
|
|
|
|
2013
|
GM Advisory Group
Melville,
New York
|
$841M
|
-$282M
|
-25%
|
|
|
222
|
|
|
|
2014
|
XML Financial
Bethesda,
Maryland
|
$841M
|
+$10.4M
|
+1%
|
|
|
342
|
|
|
|
2015
|
|
$840M
|
-$387M
|
-32%
|
|
|
15
|
|
|
|
2016
|
Caldwell Trust
Venice,
Florida
|
$839M
|
-$30.3M
|
-3%
|
|
|
777
|
|
|
|
2017
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$838M
|
-$34.1M
|
-4%
|
|
|
19
|
|
|
|
2018
|
Lone Star Global Acquisitions
Hamilton,
Bermuda
|
$838M
|
+$7.68M
|
+0.9%
|
|
|
1
|
|
|
|
2019
|
TD Capital Management
Memphis,
Tennessee
|
$838M
|
-$48.6M
|
-5%
|
|
|
383
|
|
|
|
2020
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$837M
|
-$2.07M
|
-0.2%
|
|
|
450
|
|
|
|
2021
|
Sand Grove Capital Management
London,
United Kingdom
|
$836M
|
+$50.4M
|
+6%
|
|
|
24
|
|
|
|
2022
|
Arrow Financial
Glens Falls,
New York
|
$836M
|
-$9.21M
|
-1%
|
|
|
366
|
|
|
|
2023
|
WS Management
Jacksonville,
Florida
|
$836M
|
+$153M
|
+22%
|
|
|
62
|
|
|
|
2024
|
Metis Global Partners
San Diego,
California
|
$833M
|
+$473M
|
+132%
|
|
|
546
|
|
|
|
2025
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$833M
|
-$9.44M
|
-1%
|
|
|
145
|
|
|