|
2001
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$880M
|
+$8.64M
|
+1%
|
0.92%
|
39.9%
|
91
|
10.99%
|
|
|
2002
|
Magnolia Group
Omaha,
Nebraska
|
$879M
|
+$74.7M
|
+9%
|
12%
|
8.9%
|
11
|
9.09%
|
|
|
2003
|
Column Group
San Francisco,
California
|
$879M
|
+$173M
|
+24%
|
11.4%
|
186%
|
8
|
50%
|
|
|
2004
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$878M
|
-$193M
|
-18%
|
0.12%
|
88.5%
|
148
|
12.16%
|
|
|
2005
|
|
$878M
|
-$30.6M
|
-3%
|
0.49%
|
23.6%
|
233
|
10.3%
|
|
|
2006
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$877M
|
+$53.8M
|
+7%
|
0.65%
|
47.8%
|
345
|
6.96%
|
|
|
2007
|
Resource Management
Metairie,
Louisiana
|
$876M
|
+$1.89M
|
+0.2%
|
1.15%
|
82.7%
|
199
|
14.57%
|
|
|
2008
|
Facet Wealth Inc
Baltimore,
Maryland
|
$875M
|
+$146M
|
+20%
|
1.61%
|
48.1%
|
61
|
13.11%
|
|
|
2009
|
Essex Financial Services
Essex,
Connecticut
|
$875M
|
+$184M
|
+27%
|
1.19%
|
73.2%
|
491
|
11.2%
|
|
|
2010
|
Cornercap Investment Counsel
Atlanta,
Georgia
|
$875M
|
-$30.6M
|
-3%
|
0.68%
|
55.4%
|
638
|
30.25%
|
|
|
2011
|
Sahana Capital Management
Greenwich,
Connecticut
|
$875M
|
+$29.2M
|
+3%
|
1.73%
|
0.48%
|
11
|
27.27%
|
|
|
2012
|
MKP Capital Management
New York
|
$874M
|
-$53.8M
|
-6%
|
0.52%
|
57.5%
|
55
|
52.73%
|
|
|
2013
|
First Business Financial Services
Madison,
Wisconsin
|
$874M
|
+$18.4M
|
+2%
|
0.38%
|
74%
|
164
|
10.37%
|
|
|
2014
|
Transform Wealth
Greenwood Village,
Colorado
|
$872M
|
+$53.4M
|
+7%
|
1.31%
|
48.4%
|
240
|
13.75%
|
|
|
2015
|
Think Investments
San Francisco,
California
|
$870M
|
+$109M
|
+14%
|
1.85%
|
119%
|
38
|
42.11%
|
|
|
2016
|
Jacobs & Co
San Francisco,
California
|
$869M
|
+$3.64M
|
+0.4%
|
1.92%
|
92.2%
|
128
|
12.5%
|
|
|
2017
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$869M
|
+$42.8M
|
+5%
|
1.23%
|
69.4%
|
494
|
21.86%
|
|
|
2018
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$869M
|
+$29.4M
|
+4%
|
1.58%
|
93%
|
376
|
19.41%
|
|
|
2019
|
Cornerstone Capital
Palo Alto,
California
|
$868M
|
-$13.8M
|
-2%
|
0.87%
|
74.7%
|
95
|
7.37%
|
|
|
2020
|
|
$867M
|
-$15.7M
|
-2%
|
2.5%
|
156%
|
140
|
10.71%
|
|
|
2021
|
AdamCapital Gestao de Recursos
Rio De Janeiro,
Brazil
|
$867M
|
-$295M
|
-25%
|
1.04%
|
10.7%
|
38
|
97.37%
|
|
|
2022
|
Principle Wealth Partners
Madison,
Connecticut
|
$866M
|
-$14.6M
|
-2%
|
0.1%
|
65.9%
|
322
|
7.76%
|
|
|
2023
|
Bath Savings Trust
Bath,
Maine
|
$865M
|
+$17.3M
|
+2%
|
0.69%
|
47.3%
|
160
|
3.75%
|
|
|
2024
|
|
$865M
|
-$45.5M
|
-5%
|
2.44%
|
42.6%
|
156
|
16.03%
|
|
|
2025
|
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
$864M
|
-$30.5M
|
-3%
|
1.84%
|
26.9%
|
153
|
25.49%
|
|