|
2001
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$13.2M
|
+$190K
|
+756
|
+1%
|
|
|
2002
|
LVW Advisors
Pittsford,
New York
|
$13.2M
|
+$197K
|
+784
|
+1%
|
|
|
2003
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$13.2M
|
+$208K
|
+829
|
+2%
|
|
|
2004
|
Mattson Financial Services
Kentwood,
Michigan
|
$13.2M
|
-$966K
|
-3,849
|
-7%
|
|
|
2005
|
Black Cypress Capital Management
Ponte Vedra Beach,
Florida
|
$13.2M
|
-$704K
|
-2,806
|
-5%
|
|
|
2006
|
Tradewinds LLC
Raleigh,
North Carolina
|
$13.2M
|
-$11.8M
|
-47,005
|
-87%
|
|
|
2007
|
Marco Investment Management
Atlanta,
Georgia
|
$13.2M
|
-$501K
|
-1,997
|
-3%
|
|
|
2008
|
Fairtree Asset Management
Bellville, Cape Town,
South Africa
|
$13.1M
|
+$1.22M
|
+4,879
|
+10%
|
|
|
2009
|
Occidental Asset Management
Burlingame,
California
|
$13.1M
|
+$1.35M
|
+5,373
|
+11%
|
|
|
2010
|
Eagle Rock Investment Company
Atlanta,
Georgia
|
$13.1M
|
+$2.5M
|
+9,977
|
+22%
|
|
|
2011
|
Resolute Capital Asset Partners
Denver,
Colorado
|
$13.1M
|
+$5.19M
|
+20,659
|
+60%
|
|
|
2012
|
Leeward Financial Partners
Bellevue,
Washington
|
$13.1M
|
-$308K
|
-1,227
|
-2%
|
|
|
2013
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$13M
|
-$1.12M
|
-4,449
|
-8%
|
|
|
2014
|
Harmony Asset Management
Scottsdale,
Arizona
|
$13M
|
-$553K
|
-2,205
|
-4%
|
|
|
2015
|
Mission Creek Capital Partners
San Francisco,
California
|
$13M
|
+$99.1K
|
+395
|
+0.7%
|
|
|
2016
|
Congress Park Capital
Saratoga Springs,
New York
|
$13M
|
+$230K
|
+915
|
+2%
|
|
|
2017
|
|
$13M
|
+$44.7K
|
+178
|
+0.3%
|
|
|
2018
|
Forum Financial Management
Lombard,
Illinois
|
$13M
|
+$135K
|
+536
|
+1%
|
|
|
2019
|
Searcy Financial Services
Overland Park,
Kansas
|
$13M
|
-$254K
|
-1,011
|
-2%
|
|
|
2020
|
Perkins Coie Trust Company
Seattle,
Washington
|
$13M
|
+$1.69M
|
+6,746
|
+14%
|
|
|
2021
|
Duncker Streett & Co
St. Louis,
Missouri
|
$13M
|
+$142K
|
+564
|
+1%
|
|
|
2022
|
Wormser Freres Gestion
Paris,
France
|
$13M
|
+$531K
|
+2,115
|
+4%
|
|
|
2023
|
|
$13M
|
+$13.7M
|
+54,510
|
New
|
|
|
2024
|
Chronos Wealth Management
Clearwater,
Florida
|
$13M
|
-$69.5K
|
-277
|
-0.5%
|
|
|
2025
|
Alapocas Investment Partners
Beverly,
Massachusetts
|
$13M
|
-$5.14M
|
-20,482
|
-27%
|
|
