|
2001
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$4.91M
|
+$185K
|
+1,377
|
+4%
|
|
|
2002
|
Archford Capital Strategies
Swansea,
Illinois
|
$4.91M
|
+$105K
|
+786
|
+2%
|
|
|
2003
|
Advanced Portfolio Management
New York
|
$4.9M
|
+$866K
|
+6,463
|
+20%
|
|
|
2004
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$4.89M
|
-$173K
|
-1,290
|
-3%
|
|
|
2005
|
Bain Capital Public Equity
Boston,
Massachusetts
|
$4.89M
|
+$5.16M
|
+38,488
|
New
|
|
|
2006
|
Parallax Volatility Advisers
San Francisco,
California
|
$4.89M
|
+$5.15M
|
+38,452
|
New
|
|
|
2007
|
Stiles Financial Services
Edina,
Minnesota
|
$4.89M
|
-$91.1K
|
-680
|
-2%
|
|
|
2008
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$4.89M
|
+$1.38M
|
+10,314
|
+37%
|
|
|
2009
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$4.88M
|
+$10.1K
|
+75
|
+0.2%
|
|
|
2010
|
Gryphon Financial Partners
Columbus,
Ohio
|
$4.88M
|
+$2M
|
+14,907
|
+63%
|
|
|
2011
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$4.88M
|
+$409K
|
+3,050
|
+9%
|
|
|
2012
|
Facet Wealth Inc
Baltimore,
Maryland
|
$4.87M
|
+$160K
|
+1,195
|
+3%
|
|
|
2013
|
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
|
$4.86M
|
+$48.9K
|
+365
|
+1%
|
|
|
2014
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$4.85M
|
+$5.11M
|
+38,172
|
New
|
|
|
2015
|
PDS Planning
Dublin,
Ohio
|
$4.85M
|
+$118K
|
+884
|
+2%
|
|
|
2016
|
White Pine Investment Company
Livonia,
Michigan
|
$4.85M
|
+$74.8K
|
+558
|
+1%
|
|
|
2017
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$4.85M
|
-$396K
|
-2,954
|
-7%
|
|
|
2018
|
Nadler Financial Group
Deerfield,
Illinois
|
$4.84M
|
-$23.2K
|
-173
|
-0.5%
|
|
|
2019
|
Smith, Moore & Co
Clayton,
Missouri
|
$4.84M
|
-$5.09K
|
-38
|
-0.1%
|
|
|
2020
|
TFG Advisers
Auburn Hills,
Michigan
|
$4.82M
|
+$36.6K
|
+273
|
+0.7%
|
|
|
2021
|
Peconic Partners
New York
|
$4.82M
|
+$4.69M
|
+35,000
|
+1,201%
|
|
|
2022
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$4.82M
|
+$731K
|
+5,457
|
+17%
|
|
|
2023
|
Edgewood Management
Greenwich,
Connecticut
|
$4.82M
|
–
|
–
|
–
|
|
|
2024
|
Sonnipe Ltd
Douglas,
Isle Of Man
|
$4.8M
|
+$8.17K
|
+61
|
+0.2%
|
|
|
2025
|
Barings
Charlotte,
North Carolina
|
$4.79M
|
+$197K
|
+1,471
|
+4%
|
|
