|
2001
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$1.17B
|
+$74.7M
|
+7%
|
|
|
220
|
|
|
|
2002
|
|
$1.17B
|
+$448M
|
+62%
|
|
|
383
|
|
|
|
2003
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$1.17B
|
+$33.2M
|
+3%
|
|
|
216
|
|
|
|
2004
|
Alexis Investment Partners
Montgomery,
Texas
|
$1.17B
|
+$938M
|
+404%
|
|
|
100
|
|
|
|
2005
|
PKO Investment Management Joint-Stock
Warsaw,
Poland
|
$1.17B
|
+$240M
|
+26%
|
|
|
213
|
|
|
|
2006
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$1.17B
|
+$5.57M
|
+0.5%
|
|
|
102
|
|
|
|
2007
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$1.17B
|
+$122M
|
+12%
|
|
|
85
|
|
|
|
2008
|
Summit Financial Strategies
Columbus,
Ohio
|
$1.17B
|
+$86M
|
+8%
|
|
|
161
|
|
|
|
2009
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$1.17B
|
+$85.5M
|
+8%
|
|
|
357
|
|
|
|
2010
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$1.17B
|
+$117M
|
+11%
|
|
|
327
|
|
|
|
2011
|
Estate Counselors
Thiensville,
Wisconsin
|
$1.16B
|
+$147M
|
+14%
|
|
|
110
|
|
|
|
2012
|
Sixth Street Partners
Dallas,
Texas
|
$1.16B
|
-$95.8M
|
-8%
|
|
|
8
|
|
|
|
2013
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$1.16B
|
+$195M
|
+20%
|
|
|
28
|
|
|
|
2014
|
Waycross Partners
Louisville,
Kentucky
|
$1.16B
|
+$101M
|
+10%
|
|
|
98
|
|
|
|
2015
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$1.16B
|
+$106M
|
+10%
|
|
|
201
|
|
|
|
2016
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$1.16B
|
-$263M
|
-18%
|
|
|
377
|
|
|
|
2017
|
Clearline Capital
New York
|
$1.16B
|
+$21.7M
|
+2%
|
|
|
138
|
|
|
|
2018
|
Advisor OS
Chicago,
Illinois
|
$1.16B
|
+$142M
|
+14%
|
|
|
507
|
|
|
|
2019
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$1.16B
|
+$81.7M
|
+8%
|
|
|
208
|
|
|
|
2020
|
Hodges Capital Management
Dallas,
Texas
|
$1.16B
|
+$125M
|
+12%
|
|
|
224
|
|
|
|
2021
|
QV Investors
Calgary,
Alberta, Canada
|
$1.16B
|
+$136M
|
+13%
|
|
|
71
|
|
|
|
2022
|
Means Investment Company
Bangor,
Maine
|
$1.16B
|
+$99.8M
|
+9%
|
|
|
197
|
|
|
|
2023
|
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
|
$1.16B
|
+$169M
|
+17%
|
|
|
363
|
|
|
|
2024
|
SlateStone Wealth
Jupiter,
Florida
|
$1.16B
|
+$85.6M
|
+8%
|
|
|
307
|
|
|
|
2025
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$1.15B
|
-$625M
|
-35%
|
|
|
173
|
|
|