|
2001
|
KWMG LLC
Overland Park,
Kansas
|
$795M
|
-$12.6M
|
-2%
|
|
|
137
|
|
|
|
2002
|
MMBG Investment Advisors
Miami,
Florida
|
$793M
|
-$30.1M
|
-4%
|
|
|
161
|
|
|
|
2003
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$793M
|
+$21.9M
|
+3%
|
|
|
415
|
|
|
|
2004
|
|
$793M
|
+$65.5M
|
+9%
|
|
|
709
|
|
|
|
2005
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$792M
|
-$140M
|
-15%
|
|
|
247
|
|
|
|
2006
|
Cardiff Park Advisors
Carlsbad,
California
|
$791M
|
-$23.4M
|
-3%
|
|
|
330
|
|
|
|
2007
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$790M
|
-$35.7M
|
-4%
|
|
|
100
|
|
|
|
2008
|
Triple Frond Partners
San Francisco,
California
|
$788M
|
+$12.7M
|
+2%
|
|
|
10
|
|
|
|
2009
|
Nantahala Capital Management
New Canaan,
Connecticut
|
$788M
|
-$35.9M
|
-4%
|
|
|
137
|
|
|
|
2010
|
Private Ocean
San Rafael,
California
|
$788M
|
-$1.83M
|
-0.2%
|
|
|
603
|
|
|
|
2011
|
Beryl Capital Management
Redondo Beach,
California
|
$787M
|
+$462M
|
+143%
|
|
|
42
|
|
|
|
2012
|
P. Schoenfeld Asset Management (PSAM)
New York
|
$785M
|
+$49.7M
|
+7%
|
|
|
129
|
|
|
|
2013
|
First Business Financial Services
Madison,
Wisconsin
|
$785M
|
-$25.9M
|
-3%
|
|
|
173
|
|
|
|
2014
|
Owl Creek Asset Management
New York
|
$785M
|
-$450M
|
-36%
|
|
|
153
|
|
|
|
2015
|
Intrust Bank
Wichita,
Kansas
|
$784M
|
-$40.5M
|
-5%
|
|
|
399
|
|
|
|
2016
|
TCI Wealth Advisors
Tucson,
Arizona
|
$784M
|
+$629K
|
+0.1%
|
|
|
206
|
|
|
|
2017
|
Oak Ridge Investments
Chicago,
Illinois
|
$784M
|
-$27.4M
|
-3%
|
|
|
156
|
|
|
|
2018
|
Fiduciary Group
Savannah,
Georgia
|
$783M
|
-$30.6M
|
-4%
|
|
|
249
|
|
|
|
2019
|
Inspire Investing
Meridian,
Idaho
|
$783M
|
-$43.4M
|
-5%
|
|
|
905
|
|
|
|
2020
|
NEOS Investment Management
Westport,
Connecticut
|
$783M
|
–
|
–
|
|
|
357
|
|
|
|
2021
|
CAS Investment Partners
Westport,
Connecticut
|
$780M
|
+$123M
|
+19%
|
|
|
5
|
|
|
|
2022
|
Ironvine Capital Partners
Omaha,
Nebraska
|
$779M
|
-$44.2M
|
-5%
|
|
|
45
|
|
|
|
2023
|
CapWealth Advisors
Franklin,
Tennessee
|
$779M
|
-$40.6M
|
-5%
|
|
|
108
|
|
|
|
2024
|
Regents of the University of California
Oakland,
California
|
$779M
|
-$19.8M
|
-2%
|
|
|
30
|
|
|
|
2025
|
Harvey Partners
Tarrytown,
New York
|
$779M
|
-$29.6M
|
-4%
|
|
|
45
|
|
|