|
2001
|
Gillson Capital
Chicago,
Illinois
|
$1.15B
|
-$157M
|
-12%
|
|
|
106
|
|
|
|
2002
|
Mar Vista Investment Partners
Los Angeles,
California
|
$1.15B
|
-$155M
|
-12%
|
|
|
57
|
|
|
|
2003
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.15B
|
+$71.2M
|
+7%
|
|
|
240
|
|
|
|
2004
|
SNS Financial Group
Minneapolis,
Minnesota
|
$1.15B
|
+$98.2M
|
+9%
|
|
|
203
|
|
|
|
2005
|
Park Presidio Capital
San Francisco,
California
|
$1.15B
|
+$206M
|
+22%
|
|
|
15
|
|
|
|
2006
|
Private Advisory Group
Redmond,
Washington
|
$1.15B
|
+$78.4M
|
+7%
|
|
|
239
|
|
|
|
2007
|
Dock Street Asset Management
Palm Beach,
Florida
|
$1.15B
|
+$80.9M
|
+8%
|
|
|
52
|
|
|
|
2008
|
MBL Wealth
Charlotte,
North Carolina
|
$1.14B
|
+$99.1M
|
+9%
|
|
|
262
|
|
|
|
2009
|
SIH Partners
Wilmington,
Delaware
|
$1.14B
|
+$89.8M
|
+9%
|
|
|
243
|
|
|
|
2010
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$1.14B
|
+$107M
|
+10%
|
|
|
199
|
|
|
|
2011
|
Callodine Capital Management
Boston,
Massachusetts
|
$1.14B
|
+$176M
|
+18%
|
|
|
57
|
|
|
|
2012
|
KWMG LLC
Overland Park,
Kansas
|
$1.14B
|
+$76.6M
|
+7%
|
|
|
153
|
|
|
|
2013
|
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
|
$1.14B
|
+$76.1M
|
+7%
|
|
|
9
|
|
|
|
2014
|
Fiduciary Group
Savannah,
Georgia
|
$1.14B
|
+$76M
|
+7%
|
|
|
293
|
|
|
|
2015
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$1.14B
|
+$58M
|
+5%
|
|
|
332
|
|
|
|
2016
|
Titleist Asset Management
San Antonio,
Texas
|
$1.14B
|
+$133M
|
+13%
|
|
|
339
|
|
|
|
2017
|
FourThought Financial Partners
Venice,
Florida
|
$1.14B
|
+$125M
|
+12%
|
|
|
526
|
|
|
|
2018
|
Clean Energy Transition
London,
United Kingdom
|
$1.14B
|
+$114M
|
+11%
|
|
|
21
|
|
|
|
2019
|
Stonebridge Financial Group
Wormleysburg,
Pennsylvania
|
$1.14B
|
+$106M
|
+10%
|
|
|
255
|
|
|
|
2020
|
Private Trust Company
Cleveland,
Ohio
|
$1.13B
|
+$83.6M
|
+8%
|
|
|
2,697
|
|
|
|
2021
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$1.13B
|
+$84.9M
|
+8%
|
|
|
170
|
|
|
|
2022
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$1.13B
|
+$64M
|
+6%
|
|
|
402
|
|
|
|
2023
|
German American Bancorp
Jasper,
Indiana
|
$1.13B
|
+$108M
|
+11%
|
|
|
134
|
|
|
|
2024
|
Sovran Advisors
San Diego,
California
|
$1.13B
|
+$177M
|
+19%
|
|
|
555
|
|
|
|
2025
|
MMBG Investment Advisors
Miami,
Florida
|
$1.13B
|
+$125M
|
+12%
|
|
|
187
|
|
|