|
2001
|
Violich Capital Management
San Francisco,
California
|
$804K
|
-$73.2K
|
-880
|
-8%
|
|
|
2002
|
Brasada Capital Management
Houston,
Texas
|
$799K
|
-$36.6K
|
-440
|
-4%
|
|
|
2003
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$799K
|
+$338K
|
+4,060
|
+62%
|
|
|
2004
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$796K
|
–
|
–
|
–
|
|
|
2005
|
&Partners
Nashville,
Tennessee
|
$796K
|
+$881K
|
+10,600
|
New
|
|
|
2006
|
Weld Capital Management
New York
|
$796K
|
+$881K
|
+10,600
|
New
|
|
|
2007
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
$795K
|
+$36.6K
|
+440
|
+4%
|
|
|
2008
|
Cribstone Capital Management
Augusta,
Maine
|
$793K
|
+$259K
|
+3,120
|
+42%
|
|
|
2009
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
$792K
|
+$103K
|
+1,240
|
+13%
|
|
|
2010
|
Larson Financial Group
St Louis,
Missouri
|
$792K
|
+$241K
|
+2,900
|
+38%
|
|
|
2011
|
JGP Wealth Management
Bend,
Oregon
|
$789K
|
-$20K
|
-240
|
-2%
|
|
|
2012
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$785K
|
+$524K
|
+6,300
|
+151%
|
|
|
2013
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$784K
|
-$23.3K
|
-280
|
-3%
|
|
|
2014
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$784K
|
+$233K
|
+2,800
|
+37%
|
|
|
2015
|
Hills Bank & Trust
North Liberty,
Iowa
|
$784K
|
+$492K
|
+5,920
|
+131%
|
|
|
2016
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$782K
|
-$9.98K
|
-120
|
-1%
|
|
|
2017
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$782K
|
+$865K
|
+10,400
|
New
|
|
|
2018
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$778K
|
+$161K
|
+1,940
|
+23%
|
|
|
2019
|
Bartlett & Co
Cincinnati,
Ohio
|
$778K
|
+$161K
|
+1,940
|
+23%
|
|
|
2020
|
First National Bank of South Miami
South Miami,
Florida
|
$775K
|
+$750K
|
+9,020
|
New
|
|
|
2021
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$772K
|
+$371K
|
+4,460
|
+77%
|
|
|
2022
|
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
|
$772K
|
+$314K
|
+3,780
|
+58%
|
|
|
2023
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$771K
|
-$11.6K
|
-140
|
-1%
|
|
|
2024
|
Alpine Woods Capital Investors
Purchase,
New York
|
$771K
|
+$853K
|
+10,260
|
New
|
|
|
2025
|
Klingman & Associates
New York
|
$769K
|
-$29.9K
|
-360
|
-3%
|
|
