|
2001
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$528M
|
+$27.5M
|
+5%
|
|
|
249
|
|
|
|
2002
|
Bell Bank
Fargo,
North Dakota
|
$527M
|
+$82.2M
|
+18%
|
|
|
168
|
|
|
|
2003
|
Community Bank
Dewitt,
New York
|
$527M
|
+$6.75M
|
+1%
|
|
|
454
|
|
|
|
2004
|
Centerbridge Partners
New York
|
$527M
|
-$279M
|
-35%
|
|
|
12
|
|
|
|
2005
|
INCA Investments
Miami,
Florida
|
$527M
|
-$39.8M
|
-7%
|
|
|
12
|
|
|
|
2006
|
Professional Advisory Services
Vero Beach,
Florida
|
$526M
|
+$10.4M
|
+2%
|
|
|
68
|
|
|
|
2007
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$526M
|
-$16.7M
|
-3%
|
|
|
131
|
|
|
|
2008
|
Kopernik Global Investors
Tampa,
Florida
|
$525M
|
-$60M
|
-10%
|
|
|
29
|
|
|
|
2009
|
Arete Wealth Advisors
Chicago,
Illinois
|
$523M
|
+$7.69M
|
+1%
|
|
|
444
|
|
|
|
2010
|
Lutz Financial Services
Omaha,
Nebraska
|
$522M
|
+$10.7M
|
+2%
|
|
|
66
|
|
|
|
2011
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$521M
|
-$9.27M
|
-2%
|
|
|
169
|
|
|
|
2012
|
Bath Savings Trust
Bath,
Maine
|
$521M
|
+$18.1M
|
+4%
|
|
|
136
|
|
|
|
2013
|
Raub Brock Capital Management
Larkspur,
California
|
$520M
|
+$31.1M
|
+6%
|
|
|
58
|
|
|
|
2014
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$520M
|
+$1.8M
|
+0.3%
|
|
|
107
|
|
|
|
2015
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$519M
|
-$1.04M
|
-0.2%
|
|
|
98
|
|
|
|
2016
|
Accredited Investors
Edina,
Minnesota
|
$519M
|
+$8.29M
|
+2%
|
|
|
141
|
|
|
|
2017
|
Cypress Capital Group
Palm Beach,
Florida
|
$519M
|
+$12.3M
|
+2%
|
|
|
253
|
|
|
|
2018
|
CreativeOne Wealth
Overland Park,
Kansas
|
$518M
|
+$42.2M
|
+9%
|
|
|
196
|
|
|
|
2019
|
DRW Securities
Chicago,
Illinois
|
$517M
|
-$62.9M
|
-11%
|
|
|
173
|
|
|
|
2020
|
Sunriver Management
Greenwich,
Connecticut
|
$516M
|
+$26.1M
|
+5%
|
|
|
22
|
|
|
|
2021
|
Hilltop Holdings
Dallas,
Texas
|
$516M
|
+$46.2M
|
+10%
|
|
|
431
|
|
|
|
2022
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$516M
|
+$83.3M
|
+19%
|
|
|
336
|
|
|
|
2023
|
Oakworth Capital
Birmingham,
Alabama
|
$516M
|
-$9.17M
|
-2%
|
|
|
675
|
|
|
|
2024
|
Archon Partners
Princeton Junction,
New Jersey
|
$515M
|
+$11M
|
+2%
|
|
|
60
|
|
|
|
2025
|
IFG Advisory
Atlanta,
Georgia
|
$515M
|
-$48.1M
|
-9%
|
|
|
462
|
|
|