|
2001
|
Hutchinson Capital Management
San Rafael,
California
|
$36.5M
|
-$96.1K
|
5
|
9.06%
|
Reduced
|
|
|
2002
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$36.5M
|
+$1.63M
|
6
|
6.1%
|
Increased
|
|
|
2003
|
Moseley Investment Management
Bradenton,
Florida
|
$36.5M
|
+$1.17M
|
9
|
17.99%
|
Increased
|
|
|
2004
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$36.5M
|
+$400K
|
7
|
14.8%
|
Increased
|
|
|
2005
|
Stratos Investment Management
Beachwood,
Ohio
|
$36.5M
|
+$2.33M
|
6
|
10.04%
|
Increased
|
|
|
2006
|
Knuff & Co
Foster City,
California
|
$36.5M
|
-$1.04M
|
10
|
13.55%
|
Reduced
|
|
|
2007
|
Aspiriant LLC
Los Angeles,
California
|
$36.5M
|
-$23.3M
|
7
|
2.06%
|
Reduced
|
|
|
2008
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$36.4M
|
+$40K
|
7
|
5.98%
|
Increased
|
|
|
2009
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$36.4M
|
-$3.52M
|
10
|
5.25%
|
Reduced
|
|
|
2010
|
Bray Capital Advisors
Naples,
Florida
|
$36.4M
|
+$279K
|
6
|
9.34%
|
Increased
|
|
|
2011
|
Corda Investment Management
Houston,
Texas
|
$36.3M
|
+$976K
|
4
|
3.12%
|
Increased
|
|
|
2012
|
Hamilton Wealth
Encino,
California
|
$36.3M
|
+$1.12M
|
5
|
16.95%
|
Increased
|
|
|
2013
|
|
$36.3M
|
-$553K
|
4
|
9.65%
|
Reduced
|
|
|
2014
|
BW Gestao de Investimentos
Sao Paulo,
Brazil
|
$36.2M
|
+$2.85M
|
4
|
12.97%
|
Increased
|
|
|
2015
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$36.2M
|
-$730K
|
5
|
10.01%
|
Reduced
|
|
|
2016
|
Arrow Capital Management
New York
|
$36.2M
|
-$3.02M
|
3
|
25.14%
|
Reduced
|
|
|
2017
|
Engine No 1 LLC
San Francisco,
California
|
$36.2M
|
+$16.1M
|
7
|
9.96%
|
Increased
|
|
|
2018
|
Element Capital Management
New York
|
$36.2M
|
+$30.9M
|
1
|
5.72%
|
New
|
|
|
2019
|
Engle Capital Management
Greenwich,
Connecticut
|
$36.1M
|
+$28.5M
|
2
|
5.3%
|
Increased
|
|
|
2020
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$36.1M
|
+$1.24M
|
9
|
2.42%
|
Increased
|
|
|
2021
|
AlphaCrest Capital Management
New York
|
$36M
|
+$4.5M
|
14
|
1.55%
|
Increased
|
|
|
2022
|
Essex Investment Management
Boston,
Massachusetts
|
$36M
|
-$2.4M
|
6
|
4.19%
|
Reduced
|
|
|
2023
|
TCI Wealth Advisors
Tucson,
Arizona
|
$36M
|
+$11M
|
19
|
6.08%
|
Increased
|
|
|
2024
|
Brookfield Corp
Toronto,
Ontario, Canada
|
$36M
|
-$23.8M
|
6
|
0.17%
|
Reduced
|
|
|
2025
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$36M
|
-$2.54M
|
6
|
11.19%
|
Reduced
|
|
