|
2001
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$1.09B
|
+$105M
|
+11%
|
|
|
106
|
|
|
|
2002
|
Woodstock Corp
Boston,
Massachusetts
|
$1.09B
|
+$75.7M
|
+7%
|
|
|
159
|
|
|
|
2003
|
Parkwood LLC
Cleveland,
Ohio
|
$1.09B
|
+$66.1M
|
+6%
|
|
|
100
|
|
|
|
2004
|
Tompkins Financial
Ithaca,
New York
|
$1.09B
|
+$42.8M
|
+4%
|
|
|
583
|
|
|
|
2005
|
Sone Capital Management
New York
|
$1.08B
|
+$112M
|
+12%
|
|
|
131
|
|
|
|
2006
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$1.08B
|
+$30.2M
|
+3%
|
|
|
361
|
|
|
|
2007
|
Summit Financial Strategies
Columbus,
Ohio
|
$1.08B
|
+$89M
|
+9%
|
|
|
158
|
|
|
|
2008
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$1.08B
|
+$76.5M
|
+8%
|
|
|
319
|
|
|
|
2009
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.08B
|
+$60.5M
|
+6%
|
|
|
239
|
|
|
|
2010
|
Tweedy, Browne Co
Stamford,
Connecticut
|
$1.08B
|
-$49.9M
|
-4%
|
|
|
92
|
|
|
|
2011
|
Clearlake Capital Group
Santa Monica,
California
|
$1.08B
|
+$86.1M
|
+9%
|
|
|
6
|
|
|
|
2012
|
City of London Investment Management
London,
United Kingdom
|
$1.08B
|
+$141M
|
+15%
|
|
|
94
|
|
|
|
2013
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$1.08B
|
+$114M
|
+12%
|
|
|
209
|
|
|
|
2014
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$1.08B
|
+$35.9M
|
+3%
|
|
|
321
|
|
|
|
2015
|
MONECO Advisors
Fairfield,
Connecticut
|
$1.07B
|
+$109M
|
+11%
|
|
|
487
|
|
|
|
2016
|
Kimmeridge Energy Management
New York
|
$1.07B
|
-$152M
|
-12%
|
|
|
4
|
|
|
|
2017
|
Neumeier Poma Investment Counsel
Carmel,
California
|
$1.07B
|
+$144M
|
+15%
|
|
|
47
|
|
|
|
2018
|
Goodnow Investment Group
Darien,
Connecticut
|
$1.07B
|
+$146M
|
+16%
|
|
|
27
|
|
|
|
2019
|
Abrams Bison Investments
Bethesda,
Maryland
|
$1.07B
|
+$154M
|
+17%
|
|
|
9
|
|
|
|
2020
|
PPSC Investment Service
Tokyo,
Japan
|
$1.07B
|
+$198M
|
+23%
|
|
|
7
|
|
|
|
2021
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$1.07B
|
+$81.2M
|
+8%
|
|
|
229
|
|
|
|
2022
|
Integral Health Asset Management
New York
|
$1.07B
|
+$168M
|
+19%
|
|
|
98
|
|
|
|
2023
|
Abdiel Capital Advisors
New York
|
$1.07B
|
+$99.8M
|
+10%
|
|
|
8
|
|
|
|
2024
|
SlateStone Wealth
Jupiter,
Florida
|
$1.07B
|
+$73.3M
|
+7%
|
|
|
302
|
|
|
|
2025
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$1.07B
|
+$51.3M
|
+5%
|
|
|
407
|
|
|