|
2001
|
AK Global Asset Management
Oakland,
California
|
$20.9M
|
-$157K
|
-550
|
-0.8%
|
|
|
2002
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$20.8M
|
+$392K
|
+1,371
|
+2%
|
|
|
2003
|
Vienna Insurance Group
Warsaw,
Poland
|
$20.8M
|
+$4.86M
|
+17,000
|
+31%
|
|
|
2004
|
Quest Investment Management
Lake Oswego,
Oregon
|
$20.8M
|
-$20.8M
|
-72,603
|
-50%
|
|
|
2005
|
SS&H Financial Advisors
Troy,
Michigan
|
$20.8M
|
+$20.6M
|
+71,901
|
New
|
|
|
2006
|
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
|
$20.8M
|
-$176K
|
-616
|
-0.8%
|
|
|
2007
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$20.8M
|
+$2.37M
|
+8,286
|
+13%
|
|
|
2008
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$20.8M
|
-$1.38M
|
-4,826
|
-6%
|
|
|
2009
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$20.8M
|
+$2.54M
|
+8,867
|
+14%
|
|
|
2010
|
Arista Wealth Management
Las Vegas,
Nevada
|
$20.7M
|
-$526K
|
-1,838
|
-3%
|
|
|
2011
|
Argos Wealth Advisors
Sacramento,
California
|
$20.7M
|
+$209K
|
+732
|
+1%
|
|
|
2012
|
Aviso Financial
Toronto,
Ontario, Canada
|
$20.7M
|
+$870K
|
+3,040
|
+4%
|
|
|
2013
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$20.7M
|
+$994K
|
+3,474
|
+5%
|
|
|
2014
|
Waddell & Associates
Memphis,
Tennessee
|
$20.7M
|
+$1.68M
|
+5,877
|
+9%
|
|
|
2015
|
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
|
$20.6M
|
+$127K
|
+443
|
+0.6%
|
|
|
2016
|
|
$20.6M
|
+$1.74M
|
+6,088
|
+9%
|
|
|
2017
|
Gradient Capital Advisors
San Diego,
California
|
$20.6M
|
-$151K
|
-529
|
-0.7%
|
|
|
2018
|
Argonautica Private Wealth Management
Wellesley,
Massachusetts
|
$20.5M
|
-$90.1K
|
-315
|
-0.4%
|
|
|
2019
|
|
$20.5M
|
–
|
–
|
–
|
|
|
2020
|
Asset Dedication LLC
San Francisco,
California
|
$20.5M
|
-$338K
|
-1,180
|
-2%
|
|
|
2021
|
Crews Bank & Trust
Wauchula,
Florida
|
$20.4M
|
-$199K
|
-697
|
-1%
|
|
|
2022
|
Pasadena Private Wealth
Pasadena,
California
|
$20.4M
|
+$64.9K
|
+227
|
+0.3%
|
|
|
2023
|
Parallax Volatility Advisers
San Francisco,
California
|
$20.3M
|
-$68.5M
|
-239,310
|
-77%
|
|
|
2024
|
|
$20.3M
|
-$758K
|
-2,651
|
-4%
|
|
|
2025
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$20.3M
|
-$104K
|
-365
|
-0.6%
|
|
