|
2001
|
Wealthquest
Cincinnati,
Ohio
|
$1.04M
|
+$31.6K
|
+380
|
+3%
|
|
|
2002
|
Truepoint Inc
Cincinnati,
Ohio
|
$1.04M
|
-$243K
|
-2,920
|
-20%
|
|
|
2003
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$1.04M
|
–
|
–
|
–
|
|
|
2004
|
Dodge & Cox
San Francisco,
California
|
$1.03M
|
-$749K
|
-9,000
|
-44%
|
|
|
2005
|
Cardan Capital Partners
Denver,
Colorado
|
$1.03M
|
+$20K
|
+240
|
+2%
|
|
|
2006
|
Advisory Research
Chicago,
Illinois
|
$1.02M
|
+$126K
|
+1,520
|
+15%
|
|
|
2007
|
Centric Wealth Management
Chicago,
Illinois
|
$1.02M
|
-$3.33K
|
-40
|
-0.3%
|
|
|
2008
|
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
|
$1.02M
|
-$16.6K
|
-200
|
-2%
|
|
|
2009
|
Howard Financial Services
Dallas,
Texas
|
$1.01M
|
-$20K
|
-240
|
-2%
|
|
|
2010
|
Penobscot Investment Management
Boston,
Massachusetts
|
$1.01M
|
+$48.3K
|
+580
|
+5%
|
|
|
2011
|
O'Dell Group
Cincinnati,
Ohio
|
$1.01M
|
+$148K
|
+1,780
|
+19%
|
|
|
2012
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$1M
|
-$133K
|
-1,600
|
-13%
|
|
|
2013
|
Strategic Wealth Partners
Independence,
Ohio
|
$1M
|
-$54.9K
|
-660
|
-6%
|
|
|
2014
|
Baxter Bros Inc
Riverside,
Connecticut
|
$999K
|
-$30K
|
-360
|
-3%
|
|
|
2015
|
Plancorp LLC
Saint Louis,
Missouri
|
$999K
|
+$117K
|
+1,400
|
+14%
|
|
|
2016
|
Northwest Wealth Management
Spencer,
Iowa
|
$995K
|
–
|
–
|
–
|
|
|
2017
|
Clarkston Capital Partners
Rochester,
Michigan
|
$987K
|
-$16.6K
|
-200
|
-2%
|
|
|
2018
|
Old Port Advisors
Portland,
Maine
|
$987K
|
+$16.6K
|
+200
|
+2%
|
|
|
2019
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
$983K
|
+$38.3K
|
+460
|
+4%
|
|
|
2020
|
Seelaus Asset Management
Chatham,
New Jersey
|
$981K
|
+$99.9K
|
+1,200
|
+12%
|
|
|
2021
|
Holt Capital Partners
Fort Worth,
Texas
|
$979K
|
–
|
–
|
–
|
|
|
2022
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
$976K
|
+$35K
|
+420
|
+4%
|
|
|
2023
|
WealthOne
Albany,
New York
|
$972K
|
-$8.32K
|
-100
|
-0.9%
|
|
|
2024
|
Accredited Investors
Edina,
Minnesota
|
$969K
|
-$89.9K
|
-1,080
|
-9%
|
|
|
2025
|
TCG Advisors
Austin,
Texas
|
$967K
|
-$359K
|
-4,320
|
-28%
|
|
