|
2001
|
Jacobs & Co
San Francisco,
California
|
$954M
|
+$9.5M
|
+1%
|
|
|
125
|
|
|
|
2002
|
Iron Triangle Partners
Cos Cob,
Connecticut
|
$954M
|
-$12.4M
|
-1%
|
|
|
37
|
|
|
|
2003
|
683 Capital Management
New York
|
$954M
|
-$27M
|
-3%
|
|
|
152
|
|
|
|
2004
|
Schwerin Boyle Capital Management
Springfield,
Massachusetts
|
$953M
|
-$51.9M
|
-5%
|
|
|
53
|
|
|
|
2005
|
Proficio Capital Partners
Newton,
Massachusetts
|
$952M
|
+$44M
|
+5%
|
|
|
344
|
|
|
|
2006
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$952M
|
+$60.6M
|
+7%
|
|
|
138
|
|
|
|
2007
|
Nexus Investment Management
Toronto,
Ontario, Canada
|
$952M
|
-$85.7M
|
-8%
|
|
|
78
|
|
|
|
2008
|
Recurrent Investment Advisors
Houston,
Texas
|
$950M
|
+$87.4M
|
+10%
|
|
|
52
|
|
|
|
2009
|
Atlas Venture Life Science Advisors
Cambridge,
Massachusetts
|
$950M
|
-$134M
|
-12%
|
|
|
16
|
|
|
|
2010
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$949M
|
-$7.24M
|
-0.8%
|
|
|
308
|
|
|
|
2011
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$949M
|
+$43.9M
|
+5%
|
|
|
93
|
|
|
|
2012
|
Maple-Brown Abbott
Barangaroo,
Australia
|
$948M
|
-$29M
|
-3%
|
|
|
16
|
|
|
|
2013
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$948M
|
-$4.39M
|
-0.5%
|
|
|
685
|
|
|
|
2014
|
Sagefield Capital
Dallas,
Texas
|
$948M
|
+$130M
|
+16%
|
|
|
119
|
|
|
|
2015
|
Water Island Capital
New York
|
$947M
|
+$64.3M
|
+7%
|
|
|
93
|
|
|
|
2016
|
|
$947M
|
+$2.22M
|
+0.2%
|
|
|
122
|
|
|
|
2017
|
Torno Capital
Cohasset,
Massachusetts
|
$947M
|
+$482M
|
+104%
|
|
|
243
|
|
|
|
2018
|
Levin Capital Strategies
New York
|
$946M
|
-$39.9M
|
-4%
|
|
|
272
|
|
|
|
2019
|
Global Endowment Management
Charlotte,
North Carolina
|
$945M
|
-$14.9M
|
-2%
|
|
|
140
|
|
|
|
2020
|
Soltis Investment Advisors
St. George,
Utah
|
$945M
|
+$51.3M
|
+6%
|
|
|
346
|
|
|
|
2021
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$944M
|
+$6.48M
|
+0.7%
|
|
|
162
|
|
|
|
2022
|
Caption Management
Oklahoma City,
Oklahoma
|
$944M
|
+$36.2M
|
+4%
|
|
|
915
|
|
|
|
2023
|
First Business Financial Services
Madison,
Wisconsin
|
$943M
|
+$10.7M
|
+1%
|
|
|
173
|
|
|
|
2024
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$943M
|
+$69.7M
|
+8%
|
|
|
362
|
|
|
|
2025
|
Headlands Technologies
Chicago,
Illinois
|
$943M
|
+$526M
|
+126%
|
|
|
1,712
|
|
|