|
2001
|
CGN Advisors
Manhattan,
Kansas
|
$1.03B
|
+$34.6M
|
+3%
|
|
|
298
|
|
|
|
2002
|
Taurus Asset Management
New York
|
$1.03B
|
+$534K
|
+0.1%
|
|
|
91
|
|
|
|
2003
|
Redwood Investment Management
Scottsdale,
Arizona
|
$1.03B
|
-$101M
|
-9%
|
|
|
390
|
|
|
|
2004
|
Paradigm Operations
San Francisco,
California
|
$1.02B
|
+$220M
|
+27%
|
|
|
1
|
|
|
|
2005
|
TCG Crossover Management
Palo Alto,
California
|
$1.02B
|
-$157M
|
-13%
|
|
|
41
|
|
|
|
2006
|
Rational Advisors
Huntington,
New York
|
$1.02B
|
-$16.2M
|
-2%
|
|
|
186
|
|
|
|
2007
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.02B
|
-$9.74M
|
-0.9%
|
|
|
244
|
|
|
|
2008
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$1.02B
|
-$4.72M
|
-0.5%
|
|
|
181
|
|
|
|
2009
|
SlateStone Wealth
Jupiter,
Florida
|
$1.02B
|
-$91.1M
|
-8%
|
|
|
306
|
|
|
|
2010
|
Penn Capital Management
Philadelphia,
Pennsylvania
|
$1.02B
|
-$69.9M
|
-6%
|
|
|
181
|
|
|
|
2011
|
Trinity Street Asset Management
London,
United Kingdom
|
$1.02B
|
+$15.9M
|
+2%
|
|
|
15
|
|
|
|
2012
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$1.02B
|
+$74.8M
|
+8%
|
|
|
646
|
|
|
|
2013
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$1.02B
|
+$235M
|
+30%
|
|
|
409
|
|
|
|
2014
|
683 Capital Management
New York
|
$1.02B
|
+$34.6M
|
+4%
|
|
|
250
|
|
|
|
2015
|
Gemmer Asset Management
Walnut Creek,
California
|
$1.02B
|
+$16.7M
|
+2%
|
|
|
162
|
|
|
|
2016
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$1.02B
|
-$35.4M
|
-3%
|
|
|
347
|
|
|
|
2017
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$1.02B
|
-$32.2M
|
-3%
|
|
|
302
|
|
|
|
2018
|
Goodnow Investment Group
Darien,
Connecticut
|
$1.02B
|
+$72.2M
|
+8%
|
|
|
28
|
|
|
|
2019
|
|
$1.01B
|
-$15.9M
|
-2%
|
|
|
121
|
|
|
|
2020
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.01B
|
-$75.1M
|
-7%
|
|
|
559
|
|
|
|
2021
|
GRS Advisors
Chicago,
Illinois
|
$1.01B
|
-$42.7M
|
-4%
|
|
|
35
|
|
|
|
2022
|
Technology Crossover Management IX
Menlo Park,
California
|
$1.01B
|
+$245M
|
+32%
|
|
|
6
|
|
|
|
2023
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$1.01B
|
+$24.6M
|
+2%
|
|
|
288
|
|
|
|
2024
|
First Business Financial Services
Madison,
Wisconsin
|
$1.01B
|
+$12.2M
|
+1%
|
|
|
170
|
|
|
|
2025
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$1.01B
|
-$34.2M
|
-3%
|
|
|
161
|
|
|