|
2001
|
Hilton Capital Management
Garden City,
New York
|
$764M
|
+$4.72M
|
+0.6%
|
|
|
127
|
|
|
|
2002
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$764M
|
+$5.37M
|
+0.7%
|
|
|
90
|
|
|
|
2003
|
Manchester Capital Management
Manchester,
Vermont
|
$764M
|
+$84.1M
|
+12%
|
|
|
1,133
|
|
|
|
2004
|
Creative Financial Designs
Kokomo,
Indiana
|
$764M
|
+$86.5M
|
+13%
|
|
|
1,454
|
|
|
|
2005
|
Versor Investments
New York
|
$763M
|
-$401M
|
-34%
|
|
|
939
|
|
|
|
2006
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$761M
|
+$40.8M
|
+6%
|
|
|
375
|
|
|
|
2007
|
Ranger Global Real Estate Advisors
Denver,
Colorado
|
$761M
|
+$70.5M
|
+10%
|
|
|
32
|
|
|
|
2008
|
SNS Financial Group
Minneapolis,
Minnesota
|
$761M
|
+$24.3M
|
+3%
|
|
|
199
|
|
|
|
2009
|
Chai Trust Company
Chicago,
Illinois
|
$760M
|
+$28.6M
|
+4%
|
|
|
22
|
|
|
|
2010
|
Cardiff Park Advisors
Carlsbad,
California
|
$760M
|
+$44.9M
|
+6%
|
|
|
333
|
|
|
|
2011
|
ShawSpring Partners
Boston,
Massachusetts
|
$759M
|
+$129M
|
+21%
|
|
|
7
|
|
|
|
2012
|
PKO Investment Management Joint-Stock
Warsaw,
Poland
|
$758M
|
+$70.9M
|
+10%
|
|
|
146
|
|
|
|
2013
|
United Asset Strategies
Garden City,
New York
|
$758M
|
+$40.5M
|
+6%
|
|
|
247
|
|
|
|
2014
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$758M
|
+$89.8M
|
+13%
|
|
|
494
|
|
|
|
2015
|
Leuthold Group
Minneapolis,
Minnesota
|
$757M
|
+$15.1M
|
+2%
|
|
|
225
|
|
|
|
2016
|
Bouchey Financial Group
Troy,
New York
|
$757M
|
+$62.8M
|
+9%
|
|
|
104
|
|
|
|
2017
|
Estate Counselors
Thiensville,
Wisconsin
|
$757M
|
+$41.6M
|
+6%
|
|
|
177
|
|
|
|
2018
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$757M
|
+$54.3M
|
+8%
|
|
|
728
|
|
|
|
2019
|
James Investment Research
Alpha,
Ohio
|
$756M
|
+$40.7M
|
+6%
|
|
|
656
|
|
|
|
2020
|
Cozad Asset Management
Champaign,
Illinois
|
$755M
|
+$44M
|
+6%
|
|
|
391
|
|
|
|
2021
|
Arax Advisory Partners
Denver,
Colorado
|
$755M
|
+$32.7M
|
+5%
|
|
|
1,326
|
|
|
|
2022
|
McKinley Capital Management
Anchorage,
Alaska
|
$755M
|
+$8.25M
|
+1%
|
|
|
179
|
|
|
|
2023
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$754M
|
+$188M
|
+33%
|
|
|
304
|
|
|
|
2024
|
Private Ocean
San Rafael,
California
|
$752M
|
-$53.7M
|
-7%
|
|
|
703
|
|
|
|
2025
|
Nottingham Advisors
Amherst,
New York
|
$751M
|
+$13.6M
|
+2%
|
|
|
154
|
|
|