|
2001
|
Technology Crossover Management X
Menlo Park,
California
|
$954M
|
+$105M
|
+12%
|
|
|
6
|
|
|
|
2002
|
Callahan Advisors
Houston,
Texas
|
$953M
|
+$91.5M
|
+11%
|
|
|
147
|
|
|
|
2003
|
Founders Financial Securities
Towson,
Maryland
|
$953M
|
+$52M
|
+6%
|
|
|
428
|
|
|
|
2004
|
Kopernik Global Investors
Tampa,
Florida
|
$953M
|
-$12.2M
|
-1%
|
|
|
35
|
|
|
|
2005
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$952M
|
+$72.9M
|
+8%
|
|
|
737
|
|
|
|
2006
|
PDS Planning
Dublin,
Ohio
|
$952M
|
+$73.8M
|
+8%
|
|
|
402
|
|
|
|
2007
|
Logos Global Management
San Francisco,
California
|
$950M
|
+$50.8M
|
+6%
|
|
|
74
|
|
|
|
2008
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$950M
|
+$67.5M
|
+8%
|
|
|
426
|
|
|
|
2009
|
Sonnipe Ltd
Douglas,
Isle Of Man
|
$949M
|
+$141M
|
+18%
|
|
|
21
|
|
|
|
2010
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$949M
|
+$58.2M
|
+7%
|
|
|
167
|
|
|
|
2011
|
MMBG Investment Advisors
Miami,
Florida
|
$948M
|
+$98.3M
|
+12%
|
|
|
163
|
|
|
|
2012
|
Arax Advisory Partners
Denver,
Colorado
|
$948M
|
+$50.5M
|
+6%
|
|
|
1,407
|
|
|
|
2013
|
Daido Life Insurance Company
Osaka,
Japan
|
$947M
|
+$61.1M
|
+7%
|
|
|
6
|
|
|
|
2014
|
Blue Whale Capital
London,
United Kingdom
|
$947M
|
+$168M
|
+21%
|
|
|
18
|
|
|
|
2015
|
Penobscot Investment Management
Boston,
Massachusetts
|
$947M
|
+$93.4M
|
+11%
|
|
|
307
|
|
|
|
2016
|
|
$945M
|
+$50.1M
|
+6%
|
|
|
130
|
|
|
|
2017
|
Jacobs & Co
San Francisco,
California
|
$945M
|
+$63M
|
+7%
|
|
|
124
|
|
|
|
2018
|
Private Ocean
San Rafael,
California
|
$944M
|
-$63.3M
|
-6%
|
|
|
576
|
|
|
|
2019
|
Pegasus Partners
Mequon,
Wisconsin
|
$944M
|
+$87.3M
|
+10%
|
|
|
159
|
|
|
|
2020
|
Bath Savings Trust
Bath,
Maine
|
$942M
|
+$50M
|
+6%
|
|
|
172
|
|
|
|
2021
|
Bard Financial Services
Branford,
Connecticut
|
$941M
|
+$49.5M
|
+6%
|
|
|
241
|
|
|
|
2022
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$940M
|
+$122M
|
+15%
|
|
|
93
|
|
|
|
2023
|
Smith, Moore & Co
Clayton,
Missouri
|
$938M
|
+$89.8M
|
+11%
|
|
|
443
|
|
|
|
2024
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$938M
|
+$31.6M
|
+3%
|
|
|
397
|
|
|
|
2025
|
Entropy Technologies
New York
|
$938M
|
+$399M
|
+74%
|
|
|
913
|
|
|