|
2001
|
Westfield Capital Management
Boston,
Massachusetts
|
$1.98M
|
-$595K
|
-2,765
|
-26%
|
|
|
2002
|
Wakefield Asset Management
Englewood,
Colorado
|
$1.97M
|
+$2.15K
|
+10
|
+0.1%
|
|
|
2003
|
TRB Wealth Management
Houston,
Texas
|
$1.97M
|
-$1.08M
|
-5,019
|
-39%
|
|
|
2004
|
Quest Investment Management
Lake Oswego,
Oregon
|
$1.97M
|
–
|
–
|
–
|
|
|
2005
|
Colonial Trust
Spartanburg,
South Carolina
|
$1.97M
|
-$376K
|
-1,749
|
-18%
|
|
|
2006
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$1.96M
|
+$43.2K
|
+201
|
+3%
|
|
|
2007
|
Redmond Asset Management
Henrico,
Virginia
|
$1.96M
|
-$53.6K
|
-249
|
-3%
|
|
|
2008
|
Concord Wealth Partners
Abingdon,
Virginia
|
$1.96M
|
+$12K
|
+56
|
+0.7%
|
|
|
2009
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$1.96M
|
-$32.3K
|
-150
|
-2%
|
|
|
2010
|
Coyle Financial Counsel
Glenview,
Illinois
|
$1.96M
|
+$22.6K
|
+105
|
+1%
|
|
|
2011
|
Serenity Investment Advisors
Chicago,
Illinois
|
$1.96M
|
+$4.09K
|
+19
|
+0.3%
|
|
|
2012
|
NCM Capital Management
Ramsey,
New Jersey
|
$1.96M
|
+$53.8K
|
+250
|
+3%
|
|
|
2013
|
Sprott Inc
Toronto,
Ontario, Canada
|
$1.95M
|
+$1.67M
|
+7,747
|
New
|
|
|
2014
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$1.95M
|
–
|
–
|
–
|
|
|
2015
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$1.95M
|
+$144K
|
+668
|
+9%
|
|
|
2016
|
Ark Wealth Advisors
Yorba Linda,
California
|
$1.95M
|
+$148K
|
+686
|
+10%
|
|
|
2017
|
Nadler Financial Group
Deerfield,
Illinois
|
$1.94M
|
+$42.6K
|
+198
|
+3%
|
|
|
2018
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
$1.94M
|
-$430
|
-2
|
-0%
|
|
|
2019
|
Berkeley Capital Partners
Milton,
Georgia
|
$1.94M
|
+$3.87K
|
+18
|
+0.2%
|
|
|
2020
|
Sagewood Asset Management
New York
|
$1.94M
|
+$377K
|
+1,752
|
+29%
|
|
|
2021
|
Kassira Wealth Management
Knoxville,
Tennessee
|
$1.94M
|
-$9.47K
|
-44
|
-0.6%
|
|
|
2022
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$1.94M
|
-$58.3K
|
-271
|
-3%
|
|
|
2023
|
McCarter Private Wealth Services
Boston,
Massachusetts
|
$1.94M
|
-$16.8K
|
-78
|
-1%
|
|
|
2024
|
Mindset Wealth Management
Indianapolis,
Indiana
|
$1.94M
|
+$78.1K
|
+363
|
+5%
|
|
|
2025
|
Donoghue Forlines
Boston,
Massachusetts
|
$1.94M
|
+$81.1K
|
+377
|
+5%
|
|
