|
2001
|
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
|
$20.6M
|
+$127K
|
+443
|
+0.6%
|
|
|
2002
|
|
$20.6M
|
+$1.74M
|
+6,088
|
+9%
|
|
|
2003
|
Gradient Capital Advisors
San Diego,
California
|
$20.6M
|
-$151K
|
-529
|
-0.7%
|
|
|
2004
|
Argonautica Private Wealth Management
Wellesley,
Massachusetts
|
$20.5M
|
-$90.1K
|
-315
|
-0.4%
|
|
|
2005
|
|
$20.5M
|
–
|
–
|
–
|
|
|
2006
|
Asset Dedication LLC
San Francisco,
California
|
$20.5M
|
-$338K
|
-1,180
|
-2%
|
|
|
2007
|
Crews Bank & Trust
Wauchula,
Florida
|
$20.4M
|
-$199K
|
-697
|
-1%
|
|
|
2008
|
Pasadena Private Wealth
Pasadena,
California
|
$20.4M
|
+$64.9K
|
+227
|
+0.3%
|
|
|
2009
|
Parallax Volatility Advisers
San Francisco,
California
|
$20.3M
|
-$68.5M
|
-239,310
|
-77%
|
|
|
2010
|
|
$20.3M
|
-$758K
|
-2,651
|
-4%
|
|
|
2011
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$20.3M
|
-$104K
|
-365
|
-0.6%
|
|
|
2012
|
Flynn Zito Capital Management
Garden City,
New York
|
$20.3M
|
-$205K
|
-716
|
-1%
|
|
|
2013
|
Borer Denton & Associates
Blue Bell,
Pennsylvania
|
$20.2M
|
+$359K
|
+1,255
|
+2%
|
|
|
2014
|
Meridian Investment Counsel
Lafayette,
California
|
$20.2M
|
-$279K
|
-974
|
-1%
|
|
|
2015
|
J. Derek Lewis & Associates
Newport Beach,
California
|
$20.2M
|
-$275K
|
-961
|
-1%
|
|
|
2016
|
BNC Wealth Management
Beaverton,
Oregon
|
$20.2M
|
-$199K
|
-696
|
-1%
|
|
|
2017
|
KPP Advisory Services
Louisville,
Kentucky
|
$20.2M
|
+$117K
|
+409
|
+0.6%
|
|
|
2018
|
Manning & Napier Advisors
Fairport,
New York
|
$20.2M
|
+$7.67M
|
+26,815
|
+62%
|
|
|
2019
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$20.2M
|
-$88.4K
|
-309
|
-0.4%
|
|
|
2020
|
Salomon & Ludwin
Richmond,
Virginia
|
$20.2M
|
-$251K
|
-877
|
-1%
|
|
|
2021
|
Concord Wealth Partners
Abingdon,
Virginia
|
$20.2M
|
+$332K
|
+1,162
|
+2%
|
|
|
2022
|
Kercheville Advisors
San Antonio,
Texas
|
$20.2M
|
-$132K
|
-461
|
-0.7%
|
|
|
2023
|
Kesler Norman & Wride
Ogden,
Utah
|
$20.2M
|
+$332K
|
+1,160
|
+2%
|
|
|
2024
|
ProVise Management Group
Clearwater,
Florida
|
$20.1M
|
+$19.4K
|
+68
|
+0.1%
|
|
|
2025
|
Summit Financial Strategies
Columbus,
Ohio
|
$20.1M
|
-$193K
|
-673
|
-1%
|
|
