|
2001
|
Redpoint Management
Woodside,
California
|
$890M
|
+$404M
|
+83%
|
|
|
10
|
|
|
|
2002
|
Koch Industries
Wichita,
Kansas
|
$889M
|
-$257M
|
-22%
|
|
|
9
|
|
|
|
2003
|
Euclidean Capital
New York
|
$889M
|
+$430M
|
+94%
|
|
|
13
|
|
|
|
2004
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$887M
|
+$65M
|
+8%
|
|
|
215
|
|
|
|
2005
|
Fusion Family Wealth
Woodbury,
New York
|
$887M
|
+$78.5M
|
+10%
|
|
|
47
|
|
|
|
2006
|
Criteria Caixa
Barcelona,
Spain
|
$887M
|
+$84.4M
|
+11%
|
|
|
27
|
|
|
|
2007
|
Daido Life Insurance Company
Osaka,
Japan
|
$886M
|
+$125M
|
+16%
|
|
|
6
|
|
|
|
2008
|
Soltis Investment Advisors
St. George,
Utah
|
$886M
|
+$109M
|
+14%
|
|
|
306
|
|
|
|
2009
|
Stack Financial Management
Whitefish,
Montana
|
$886M
|
+$27.2M
|
+3%
|
|
|
46
|
|
|
|
2010
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$885M
|
+$21.2M
|
+2%
|
|
|
326
|
|
|
|
2011
|
M Holdings Securities
Portland,
Oregon
|
$885M
|
+$127M
|
+17%
|
|
|
218
|
|
|
|
2012
|
Bowie Capital Management
Richardson,
Texas
|
$885M
|
+$123M
|
+16%
|
|
|
33
|
|
|
|
2013
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$885M
|
+$26.3M
|
+3%
|
|
|
187
|
|
|
|
2014
|
Canyon Capital Advisors
Dallas,
Texas
|
$885M
|
-$128M
|
-13%
|
|
|
29
|
|
|
|
2015
|
Kynam Capital Management
Princeton,
New Jersey
|
$884M
|
+$282M
|
+47%
|
|
|
32
|
|
|
|
2016
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$882M
|
+$67.1M
|
+8%
|
|
|
379
|
|
|
|
2017
|
Kingswood Wealth Advisors
San Diego,
California
|
$882M
|
+$297M
|
+51%
|
|
|
679
|
|
|
|
2018
|
Hilltop Holdings
Dallas,
Texas
|
$882M
|
+$75.6M
|
+9%
|
|
|
641
|
|
|
|
2019
|
Jacobs & Co
San Francisco,
California
|
$882M
|
+$79.2M
|
+10%
|
|
|
125
|
|
|
|
2020
|
Private Capital Management (Florida)
Naples,
Florida
|
$881M
|
+$52M
|
+6%
|
|
|
141
|
|
|
|
2021
|
Lyell Wealth Management
Menlo Park,
California
|
$880M
|
+$136M
|
+18%
|
|
|
201
|
|
|
|
2022
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$879M
|
+$78.4M
|
+10%
|
|
|
763
|
|
|
|
2023
|
BW Gestao de Investimentos
Sao Paulo,
Brazil
|
$879M
|
+$68.9M
|
+9%
|
|
|
105
|
|
|
|
2024
|
PDS Planning
Dublin,
Ohio
|
$878M
|
+$105M
|
+14%
|
|
|
382
|
|
|
|
2025
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$877M
|
+$69.7M
|
+9%
|
|
|
297
|
|
|