|
2001
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$885M
|
+$26.3M
|
+3%
|
|
|
187
|
|
|
|
2002
|
Canyon Capital Advisors
Dallas,
Texas
|
$885M
|
-$128M
|
-13%
|
|
|
29
|
|
|
|
2003
|
Kynam Capital Management
Princeton,
New Jersey
|
$884M
|
+$282M
|
+47%
|
|
|
32
|
|
|
|
2004
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$882M
|
+$67.1M
|
+8%
|
|
|
379
|
|
|
|
2005
|
Kingswood Wealth Advisors
San Diego,
California
|
$882M
|
+$297M
|
+51%
|
|
|
679
|
|
|
|
2006
|
Hilltop Holdings
Dallas,
Texas
|
$882M
|
+$75.6M
|
+9%
|
|
|
641
|
|
|
|
2007
|
Jacobs & Co
San Francisco,
California
|
$882M
|
+$79.2M
|
+10%
|
|
|
125
|
|
|
|
2008
|
Private Capital Management (Florida)
Naples,
Florida
|
$881M
|
+$52M
|
+6%
|
|
|
141
|
|
|
|
2009
|
Lyell Wealth Management
Menlo Park,
California
|
$880M
|
+$136M
|
+18%
|
|
|
201
|
|
|
|
2010
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$879M
|
+$78.4M
|
+10%
|
|
|
763
|
|
|
|
2011
|
BW Gestao de Investimentos
Sao Paulo,
Brazil
|
$879M
|
+$68.9M
|
+9%
|
|
|
105
|
|
|
|
2012
|
PDS Planning
Dublin,
Ohio
|
$878M
|
+$105M
|
+14%
|
|
|
382
|
|
|
|
2013
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$877M
|
+$69.7M
|
+9%
|
|
|
297
|
|
|
|
2014
|
Maven Securities
St Helier,
Jersey
|
$877M
|
-$32.4M
|
-4%
|
|
|
630
|
|
|
|
2015
|
Wealthcare Capital Management
Richmond,
Virginia
|
$877M
|
+$60.5M
|
+7%
|
|
|
90
|
|
|
|
2016
|
TD Capital Management
Memphis,
Tennessee
|
$876M
|
+$59.9M
|
+7%
|
|
|
442
|
|
|
|
2017
|
Tremblant Capital Group
West Palm Beach,
Florida
|
$875M
|
+$41.9M
|
+5%
|
|
|
41
|
|
|
|
2018
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$874M
|
+$84.1M
|
+11%
|
|
|
98
|
|
|
|
2019
|
Anchor Investment Management
Columbia,
South Carolina
|
$873M
|
+$108M
|
+14%
|
|
|
1,003
|
|
|
|
2020
|
Meeder Advisory Services
Dublin,
Ohio
|
$873M
|
+$77.7M
|
+10%
|
|
|
437
|
|
|
|
2021
|
Verity & Verity
Beaufort,
South Carolina
|
$873M
|
+$74.2M
|
+9%
|
|
|
111
|
|
|
|
2022
|
Smith Anglin Financial
Dallas,
Texas
|
$871M
|
+$48.9M
|
+6%
|
|
|
196
|
|
|
|
2023
|
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
|
$871M
|
+$75.1M
|
+9%
|
|
|
15
|
|
|
|
2024
|
Morningstar Investment Management
Chicago,
Illinois
|
$870M
|
+$141M
|
+19%
|
|
|
212
|
|
|
|
2025
|
HSG Holding
Na,
Hong Kong
|
$869M
|
-$63.1M
|
-7%
|
|
|
20
|
|
|