|
2001
|
Cambient Family Office
Ada,
Michigan
|
$5.37M
|
+$660K
|
+1,646
|
+13%
|
|
|
2002
|
MJP Associates
Farmington,
Connecticut
|
$5.36M
|
+$1.8M
|
+4,479
|
+46%
|
|
|
2003
|
Vega Investment Solutions
Paris,
France
|
$5.35M
|
-$2.2M
|
-5,490
|
-28%
|
|
|
2004
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$5.35M
|
-$233K
|
-581
|
-4%
|
|
|
2005
|
Freedom Day Solutions
Houston,
Texas
|
$5.34M
|
-$62.1K
|
-155
|
-1%
|
|
|
2006
|
Quadcap Wealth Management
Frisco,
Texas
|
$5.34M
|
+$605K
|
+1,508
|
+12%
|
|
|
2007
|
Osprey Private Wealth
New York
|
$5.34M
|
+$3.27M
|
+8,159
|
+137%
|
|
|
2008
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$5.33M
|
+$5.66M
|
+14,117
|
New
|
|
|
2009
|
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
|
$5.33M
|
-$162K
|
-405
|
-3%
|
|
|
2010
|
Vertrix Wealth Management
Troy,
Michigan
|
$5.33M
|
-$1.38M
|
-3,453
|
-20%
|
|
|
2011
|
Mengis Capital Management
Portland,
Oregon
|
$5.32M
|
+$612K
|
+1,527
|
+12%
|
|
|
2012
|
PYA Waltman Capital
Knoxville,
Tennessee
|
$5.3M
|
+$978K
|
+2,438
|
+21%
|
|
|
2013
|
Cromwell Holdings
Jackson,
Wyoming
|
$5.3M
|
–
|
–
|
–
|
|
|
2014
|
Integrated Quantitative Investments
Bellevue,
Washington
|
$5.29M
|
-$636K
|
-1,585
|
-10%
|
|
|
2015
|
Promethos Capital
Boston,
Massachusetts
|
$5.29M
|
-$5.4M
|
-13,460
|
-49%
|
|
|
2016
|
Opal Capital
Boca Raton,
Florida
|
$5.28M
|
+$985K
|
+2,457
|
+21%
|
|
|
2017
|
Income Insurance Ltd
Singapore,
|
$5.28M
|
+$112K
|
+280
|
+2%
|
|
|
2018
|
First Trust Bank
Nassau,
Bahamas
|
$5.28M
|
+$5.61M
|
+13,980
|
New
|
|
|
2019
|
Beech Hill Advisors
New York
|
$5.27M
|
-$369K
|
-920
|
-6%
|
|
|
2020
|
BSW Wealth Partners
Boulder,
Colorado
|
$5.26M
|
-$81.8K
|
-204
|
-1%
|
|
|
2021
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$5.26M
|
-$75K
|
-187
|
-1%
|
|
|
2022
|
IMA Advisory Services
Denver,
Colorado
|
$5.21M
|
+$1.5M
|
+3,752
|
+37%
|
|
|
2023
|
Oslo Pensjonsforsikring
Oslo,
|
$5.19M
|
+$744K
|
+1,855
|
+16%
|
|
|
2024
|
Altman Advisors
Chicago,
Illinois
|
$5.19M
|
-$67K
|
-167
|
-1%
|
|
|
2025
|
Black Swift Group
Boulder,
Colorado
|
$5.19M
|
+$2.8M
|
+6,986
|
+104%
|
|
