|
2001
|
Summit Financial Strategies
Columbus,
Ohio
|
$992M
|
+$85.5M
|
+9%
|
|
|
156
|
|
|
|
2002
|
Clearline Capital
New York
|
$991M
|
+$236M
|
+31%
|
|
|
133
|
|
|
|
2003
|
Rational Advisors
Huntington,
New York
|
$991M
|
-$32M
|
-3%
|
|
|
130
|
|
|
|
2004
|
Clearlake Capital Group
Santa Monica,
California
|
$991M
|
-$235M
|
-19%
|
|
|
6
|
|
|
|
2005
|
QV Investors
Calgary,
Alberta, Canada
|
$990M
|
+$20.5M
|
+2%
|
|
|
69
|
|
|
|
2006
|
|
$990M
|
-$24.6M
|
-2%
|
|
|
121
|
|
|
|
2007
|
Baader Bank Aktiengesellschaft
Unterschleissheim,
Germany
|
$990M
|
-$98.1M
|
-9%
|
|
|
458
|
|
|
|
2008
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$990M
|
+$11.8M
|
+1%
|
|
|
218
|
|
|
|
2009
|
Liberty One Investment Management
Libertyville,
Illinois
|
$988M
|
+$65.4M
|
+7%
|
|
|
155
|
|
|
|
2010
|
Trinity Street Asset Management
London,
United Kingdom
|
$988M
|
-$30.9M
|
-3%
|
|
|
17
|
|
|
|
2011
|
Retirement Investment Advisors
Oklahoma City,
Oklahoma
|
$988M
|
+$39.4M
|
+4%
|
|
|
63
|
|
|
|
2012
|
TD Capital Management
Memphis,
Tennessee
|
$987M
|
+$3.14M
|
+0.3%
|
|
|
721
|
|
|
|
2013
|
MBL Wealth
Charlotte,
North Carolina
|
$987M
|
-$6.79M
|
-0.7%
|
|
|
240
|
|
|
|
2014
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$987M
|
-$62.5M
|
-6%
|
|
|
79
|
|
|
|
2015
|
Taurus Asset Management
New York
|
$986M
|
-$41.7M
|
-4%
|
|
|
89
|
|
|
|
2016
|
Wealthcare Capital Management
Richmond,
Virginia
|
$986M
|
-$6.76M
|
-0.7%
|
|
|
96
|
|
|
|
2017
|
FORA Capital
Miami,
Florida
|
$986M
|
+$112M
|
+13%
|
|
|
670
|
|
|
|
2018
|
683 Capital Management
New York
|
$986M
|
-$30.6M
|
-3%
|
|
|
242
|
|
|
|
2019
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$984M
|
-$33.1M
|
-3%
|
|
|
415
|
|
|
|
2020
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$984M
|
-$76.7M
|
-7%
|
|
|
104
|
|
|
|
2021
|
KWMG LLC
Overland Park,
Kansas
|
$983M
|
+$11.7M
|
+1%
|
|
|
147
|
|
|
|
2022
|
Technology Crossover Management XI
Menlo Park,
California
|
$982M
|
+$116M
|
+13%
|
|
|
3
|
|
|
|
2023
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$981M
|
+$55.1M
|
+6%
|
|
|
104
|
|
|
|
2024
|
SNS Financial Group
Minneapolis,
Minnesota
|
$981M
|
+$6.36M
|
+0.7%
|
|
|
197
|
|
|
|
2025
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$980M
|
-$30.6M
|
-3%
|
|
|
595
|
|
|