|
2001
|
Litman Gregory Wealth Management
Larkspur,
California
|
$716M
|
+$90.5M
|
+14%
|
|
|
82
|
|
|
|
2002
|
Estate Counselors
Thiensville,
Wisconsin
|
$715M
|
+$68.7M
|
+11%
|
|
|
195
|
|
|
|
2003
|
James Investment Research
Alpha,
Ohio
|
$715M
|
+$14.1M
|
+2%
|
|
|
619
|
|
|
|
2004
|
Cardiff Park Advisors
Carlsbad,
California
|
$715M
|
+$77.2M
|
+12%
|
|
|
331
|
|
|
|
2005
|
Alta Park Capital
San Francisco,
California
|
$714M
|
+$219M
|
+44%
|
|
|
30
|
|
|
|
2006
|
AltraVue Capital
Bellevue,
Washington
|
$714M
|
+$45.5M
|
+7%
|
|
|
32
|
|
|
|
2007
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$714M
|
-$82.3M
|
-10%
|
|
|
106
|
|
|
|
2008
|
United Bank (Virginia)
Vienna,
Virginia
|
$714M
|
+$63.9M
|
+10%
|
|
|
170
|
|
|
|
2009
|
J.V. Bruni & Co
Colorado Springs,
Colorado
|
$713M
|
+$76M
|
+12%
|
|
|
33
|
|
|
|
2010
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$713M
|
+$51.3M
|
+8%
|
|
|
170
|
|
|
|
2011
|
Ninepoint Partners
Toronto,
Ontario, Canada
|
$712M
|
+$117M
|
+20%
|
|
|
97
|
|
|
|
2012
|
Cozad Asset Management
Champaign,
Illinois
|
$712M
|
+$95.1M
|
+15%
|
|
|
386
|
|
|
|
2013
|
Curi Wealth Management
Raleigh,
North Carolina
|
$711M
|
+$110M
|
+18%
|
|
|
211
|
|
|
|
2014
|
Hackensack Meridian Health
Edison,
New Jersey
|
$711M
|
-$20.7M
|
-3%
|
|
|
13
|
|
|
|
2015
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$711M
|
+$19.5M
|
+3%
|
|
|
97
|
|
|
|
2016
|
Tradition Wealth Management
Edina,
Minnesota
|
$708M
|
+$42.8M
|
+6%
|
|
|
1,244
|
|
|
|
2017
|
Caldwell Trust
Venice,
Florida
|
$707M
|
+$33.8M
|
+5%
|
|
|
752
|
|
|
|
2018
|
Aigen Investment Management
New York
|
$707M
|
+$10M
|
+1%
|
|
|
842
|
|
|
|
2019
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$706M
|
+$75.8M
|
+12%
|
|
|
103
|
|
|
|
2020
|
|
$705M
|
+$68.6M
|
+11%
|
|
|
16
|
|
|
|
2021
|
Two Sigma Securities
New York
|
$704M
|
+$3.25M
|
+0.5%
|
|
|
2,234
|
|
|
|
2022
|
KWMG LLC
Overland Park,
Kansas
|
$704M
|
+$53.9M
|
+8%
|
|
|
144
|
|
|
|
2023
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$704M
|
+$264M
|
+60%
|
|
|
119
|
|
|
|
2024
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$704M
|
+$141M
|
+25%
|
|
|
187
|
|
|
|
2025
|
Broad Bay Capital Management
New York
|
$704M
|
+$136M
|
+24%
|
|
|
19
|
|
|