|
2001
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$679M
|
-$27.7M
|
-4%
|
|
|
687
|
|
|
|
2002
|
Good Life Advisors
Reading,
Pennsylvania
|
$678M
|
-$39.6M
|
-6%
|
|
|
379
|
|
|
|
2003
|
Discerene Group
Stamford,
Connecticut
|
$678M
|
-$58.7M
|
-8%
|
|
|
15
|
|
|
|
2004
|
FourThought Financial
Venice,
Florida
|
$677M
|
-$6.4M
|
-0.9%
|
|
|
1,612
|
|
|
|
2005
|
Azora Capital LP
Miami,
Florida
|
$674M
|
+$266M
|
+65%
|
|
|
49
|
|
|
|
2006
|
Montag & Caldwell
Atlanta,
Georgia
|
$673M
|
-$15.7M
|
-2%
|
|
|
94
|
|
|
|
2007
|
Caldwell Trust
Venice,
Florida
|
$673M
|
-$53.2M
|
-7%
|
|
|
745
|
|
|
|
2008
|
Woodstock Corp
Boston,
Massachusetts
|
$672M
|
-$48.3M
|
-7%
|
|
|
167
|
|
|
|
2009
|
Sasco Capital
Fairfield,
Connecticut
|
$672M
|
-$58.3M
|
-8%
|
|
|
50
|
|
|
|
2010
|
Chai Trust Company
Chicago,
Illinois
|
$672M
|
-$73.7M
|
-10%
|
|
|
25
|
|
|
|
2011
|
VK Services
Menlo Park,
California
|
$671M
|
+$511K
|
+0.1%
|
|
|
11
|
|
|
|
2012
|
Harvey Partners
Tarrytown,
New York
|
$671M
|
+$218M
|
+48%
|
|
|
39
|
|
|
|
2013
|
Carret Asset Management
New York
|
$670M
|
-$50.7M
|
-7%
|
|
|
279
|
|
|
|
2014
|
Clough Capital Partners
Boston,
Massachusetts
|
$670M
|
-$103M
|
-13%
|
|
|
107
|
|
|
|
2015
|
AltraVue Capital
Bellevue,
Washington
|
$669M
|
-$11.4M
|
-2%
|
|
|
34
|
|
|
|
2016
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$668M
|
-$41.9M
|
-6%
|
|
|
481
|
|
|
|
2017
|
Salomon & Ludwin
Richmond,
Virginia
|
$667M
|
+$20.6M
|
+3%
|
|
|
145
|
|
|
|
2018
|
Tradition Wealth Management
Edina,
Minnesota
|
$666M
|
-$22.8M
|
-3%
|
|
|
1,237
|
|
|
|
2019
|
Fusion Family Wealth
Woodbury,
New York
|
$665M
|
-$32.7M
|
-5%
|
|
|
42
|
|
|
|
2020
|
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
|
$665M
|
+$6.86M
|
+1%
|
|
|
26
|
|
|
|
2021
|
Soltis Investment Advisors
St. George,
Utah
|
$665M
|
-$23.9M
|
-3%
|
|
|
254
|
|
|
|
2022
|
Oxford Financial Group
Carmel,
Indiana
|
$665M
|
-$13.4M
|
-2%
|
|
|
277
|
|
|
|
2023
|
DigitalBridge Group
Boca Raton,
Florida
|
$664M
|
-$34.1M
|
-5%
|
|
|
60
|
|
|
|
2024
|
Leuthold Group
Minneapolis,
Minnesota
|
$664M
|
-$40.7M
|
-6%
|
|
|
201
|
|
|
|
2025
|
Pura Vida Investments
New York
|
$663M
|
+$34.3M
|
+5%
|
|
|
224
|
|
|