|
2001
|
Delta Asset Management
Memphis,
Tennessee
|
$1.18B
|
+$28.6M
|
+2%
|
|
|
623
|
|
|
|
2002
|
BloombergSen
Toronto,
Ontario, Canada
|
$1.18B
|
-$5.95M
|
-0.5%
|
|
|
32
|
|
|
|
2003
|
Baring Fintech Fund III Managers
St Peter Port,
Guernsey
|
$1.18B
|
-$206M
|
-15%
|
|
|
1
|
|
|
|
2004
|
Callahan Advisors
Houston,
Texas
|
$1.18B
|
+$64.7M
|
+6%
|
|
|
176
|
|
|
|
2005
|
Waddell & Associates
Memphis,
Tennessee
|
$1.18B
|
+$239M
|
+25%
|
|
|
338
|
|
|
|
2006
|
NAYA Capital Management (UK)
London,
United Kingdom
|
$1.18B
|
-$129M
|
-10%
|
|
|
6
|
|
|
|
2007
|
Kintegral Advisory
New York
|
$1.18B
|
+$76.8M
|
+7%
|
|
|
237
|
|
|
|
2008
|
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
|
$1.17B
|
-$221M
|
-16%
|
|
|
115
|
|
|
|
2009
|
Atika Capital Management
New York
|
$1.17B
|
+$217M
|
+23%
|
|
|
92
|
|
|
|
2010
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$1.17B
|
+$44.5M
|
+4%
|
|
|
170
|
|
|
|
2011
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$1.17B
|
+$79.1M
|
+7%
|
|
|
170
|
|
|
|
2012
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$1.17B
|
+$35.5M
|
+3%
|
|
|
183
|
|
|
|
2013
|
PFM Health Sciences
San Francisco,
California
|
$1.17B
|
+$18.3M
|
+2%
|
|
|
82
|
|
|
|
2014
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$1.17B
|
+$74.7M
|
+7%
|
|
|
220
|
|
|
|
2015
|
|
$1.17B
|
+$448M
|
+62%
|
|
|
383
|
|
|
|
2016
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$1.17B
|
+$33.2M
|
+3%
|
|
|
216
|
|
|
|
2017
|
Alexis Investment Partners
Montgomery,
Texas
|
$1.17B
|
+$938M
|
+404%
|
|
|
100
|
|
|
|
2018
|
PKO Investment Management Joint-Stock
Warsaw,
Poland
|
$1.17B
|
+$240M
|
+26%
|
|
|
213
|
|
|
|
2019
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$1.17B
|
+$5.57M
|
+0.5%
|
|
|
102
|
|
|
|
2020
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$1.17B
|
+$122M
|
+12%
|
|
|
85
|
|
|
|
2021
|
Summit Financial Strategies
Columbus,
Ohio
|
$1.17B
|
+$86M
|
+8%
|
|
|
161
|
|
|
|
2022
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$1.17B
|
+$85.5M
|
+8%
|
|
|
357
|
|
|
|
2023
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$1.17B
|
+$117M
|
+11%
|
|
|
327
|
|
|
|
2024
|
Estate Counselors
Thiensville,
Wisconsin
|
$1.16B
|
+$147M
|
+14%
|
|
|
110
|
|
|
|
2025
|
Sixth Street Partners
Dallas,
Texas
|
$1.16B
|
-$95.8M
|
-8%
|
|
|
8
|
|
|