|
2001
|
Estate Counselors
Thiensville,
Wisconsin
|
$644M
|
+$18.6M
|
+3%
|
4.33%
|
60%
|
163
|
31.9%
|
|
|
2002
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$644M
|
-$7.27M
|
-1%
|
6.25%
|
62.7%
|
217
|
21.2%
|
|
|
2003
|
Manchester Capital Management
Manchester,
Vermont
|
$643M
|
-$85.9M
|
-12%
|
19.4%
|
72.3%
|
719
|
32.68%
|
|
|
2004
|
North American Management
Boston,
Massachusetts
|
$642M
|
+$27.3M
|
+4%
|
8.47%
|
61.7%
|
108
|
3.7%
|
|
|
2005
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$641M
|
+$453M
|
+241%
|
2.46%
|
55%
|
72
|
8.33%
|
|
|
2006
|
First Midwest Bank Trust Division
Joliet,
Illinois
|
$640M
|
+$26.8M
|
+4%
|
8.87%
|
107%
|
377
|
15.65%
|
|
|
2007
|
Harvey Investment Company
Louisville,
Kentucky
|
$640M
|
+$50.1M
|
+8%
|
10%
|
48.4%
|
89
|
6.74%
|
|
|
2008
|
Gratus Capital
Atlanta,
Georgia
|
$639M
|
+$46.1M
|
+8%
|
7.57%
|
51.4%
|
183
|
19.67%
|
|
|
2009
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$639M
|
+$28.2M
|
+5%
|
4%
|
41.8%
|
87
|
8.05%
|
|
|
2010
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$639M
|
+$2.25M
|
+0.4%
|
5.44%
|
26.1%
|
216
|
11.57%
|
|
|
2011
|
Ranger Global Real Estate Advisors
Denver,
Colorado
|
$638M
|
+$140M
|
+28%
|
1.54%
|
18%
|
34
|
23.53%
|
|
|
2012
|
Roundview Capital
Princeton,
New Jersey
|
$637M
|
+$48.6M
|
+8%
|
8.96%
|
77.7%
|
248
|
9.68%
|
|
|
2013
|
SNS Financial Group
Minneapolis,
Minnesota
|
$637M
|
+$85.6M
|
+16%
|
7.09%
|
54.2%
|
224
|
19.2%
|
|
|
2014
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$636M
|
+$50.3M
|
+9%
|
10.7%
|
80%
|
158
|
8.23%
|
|
|
2015
|
ARS Investment Partners
New York
|
$636M
|
+$105M
|
+20%
|
10.6%
|
260%
|
118
|
45.76%
|
|
|
2016
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$636M
|
+$38.1M
|
+6%
|
4.88%
|
44.7%
|
142
|
5.63%
|
|
|
2017
|
Lavaca Capital
Houston,
Texas
|
$636M
|
+$322M
|
+102%
|
8.45%
|
46.5%
|
123
|
45.53%
|
|
|
2018
|
|
$636M
|
-$185M
|
-23%
|
22.5%
|
12.3%
|
1
|
0%
|
|
|
2019
|
FJ Capital Management
Mclean,
Virginia
|
$636M
|
-$9.17M
|
-1%
|
5.86%
|
97.9%
|
100
|
41%
|
|
|
2020
|
Archon Partners
Princeton Junction,
New Jersey
|
$636M
|
+$85.2M
|
+15%
|
15.3%
|
86%
|
56
|
19.64%
|
|
|
2021
|
HighTower Trust
Houston,
Texas
|
$635M
|
-$21.5M
|
-3%
|
2.28%
|
90.4%
|
115
|
12.17%
|
|
|
2022
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$635M
|
+$50.1M
|
+9%
|
8.86%
|
112%
|
312
|
17.63%
|
|
|
2023
|
Engle Capital Management
Greenwich,
Connecticut
|
$634M
|
+$13.9M
|
+2%
|
14.6%
|
398%
|
29
|
51.72%
|
|
|
2024
|
Wedgewood Partners
St Louis,
Missouri
|
$632M
|
+$42.1M
|
+7%
|
9.99%
|
78.1%
|
39
|
12.82%
|
|
|
2025
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$632M
|
+$48.2M
|
+8%
|
5.82%
|
27.9%
|
1,048
|
15.17%
|
|