|
2001
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$1.02B
|
+$54.5M
|
+6%
|
|
|
236
|
|
|
|
2002
|
Guardian Capital Advisors
Toronto,
Ontario, Canada
|
$1.02B
|
+$76.6M
|
+8%
|
|
|
176
|
|
|
|
2003
|
Quantitative Investment Management
Charlottesville,
Virginia
|
$1.01B
|
+$97.5M
|
+11%
|
|
|
468
|
|
|
|
2004
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$1.01B
|
+$87.7M
|
+9%
|
|
|
188
|
|
|
|
2005
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$1.01B
|
+$55.7M
|
+6%
|
|
|
1,322
|
|
|
|
2006
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$1.01B
|
+$10.5M
|
+1%
|
|
|
23
|
|
|
|
2007
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$1.01B
|
+$34.2M
|
+3%
|
|
|
169
|
|
|
|
2008
|
Morningstar Investment Management
Chicago,
Illinois
|
$1.01B
|
+$53.8M
|
+6%
|
|
|
243
|
|
|
|
2009
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$1.01B
|
+$89.4M
|
+10%
|
|
|
144
|
|
|
|
2010
|
FJ Investments
Salt Lake City,
Utah
|
$1.01B
|
-$16.7M
|
-2%
|
|
|
4
|
|
|
|
2011
|
|
$1.01B
|
+$252M
|
+33%
|
|
|
2
|
|
|
|
2012
|
GAMMA Investing
Foster City,
California
|
$1.01B
|
+$275M
|
+37%
|
|
|
3,706
|
|
|
|
2013
|
First American Trust
Santa Ana,
California
|
$1.01B
|
+$11M
|
+1%
|
|
|
233
|
|
|
|
2014
|
Maple-Brown Abbott
Barangaroo,
Australia
|
$1.01B
|
+$59.7M
|
+6%
|
|
|
17
|
|
|
|
2015
|
Oxbow Advisors
Austin,
Texas
|
$1.01B
|
+$156M
|
+18%
|
|
|
245
|
|
|
|
2016
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$1.01B
|
+$57.6M
|
+6%
|
|
|
93
|
|
|
|
2017
|
Bath Savings Trust
Bath,
Maine
|
$1.01B
|
+$66.2M
|
+7%
|
|
|
173
|
|
|
|
2018
|
Recurrent Investment Advisors
Houston,
Texas
|
$1.01B
|
+$55.8M
|
+6%
|
|
|
56
|
|
|
|
2019
|
Proficio Capital Partners
Newton,
Massachusetts
|
$1.01B
|
+$53.1M
|
+6%
|
|
|
349
|
|
|
|
2020
|
Pine Ridge Advisers
New York
|
$1B
|
+$66.2M
|
+7%
|
|
|
36
|
|
|
|
2021
|
Advisor OS
Chicago,
Illinois
|
$1B
|
+$91.3M
|
+10%
|
|
|
427
|
|
|
|
2022
|
Thrive Capital Management (New York)
New York
|
$1B
|
+$151M
|
+18%
|
|
|
4
|
|
|
|
2023
|
Quinn Opportunity Partners
Charlottesville,
Virginia
|
$1B
|
+$141M
|
+16%
|
|
|
340
|
|
|
|
2024
|
Trinity Street Asset Management
London,
United Kingdom
|
$1B
|
-$130M
|
-11%
|
|
|
16
|
|
|
|
2025
|
Keywise Capital Management (HK)
Hong Kong
|
$1B
|
+$176M
|
+21%
|
|
|
14
|
|
|