|
2001
|
Colonial Trust
Spartanburg,
South Carolina
|
$780K
|
+$35.9K
|
+735
|
+5%
|
|
|
2002
|
Tompkins Financial
Ithaca,
New York
|
$780K
|
+$405K
|
+8,300
|
+122%
|
|
|
2003
|
Shoker Investment Counsel
Oxford,
Ohio
|
$780K
|
-$829
|
-17
|
-0.1%
|
|
|
2004
|
Spinnaker Trust
Portland,
Maine
|
$780K
|
–
|
–
|
–
|
|
|
2005
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$779K
|
-$50K
|
-1,025
|
-6%
|
|
|
2006
|
Benin Management Corp
Wilton,
Connecticut
|
$777K
|
-$976
|
-20
|
-0.1%
|
|
|
2007
|
Paladin Wealth
Arden Hills,
Minnesota
|
$777K
|
-$23.9K
|
-490
|
-3%
|
|
|
2008
|
Trust Company of Toledo
Holland,
Ohio
|
$777K
|
+$48.8K
|
+1,000
|
+7%
|
|
|
2009
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$777K
|
+$10.8K
|
+221
|
+1%
|
|
|
2010
|
American National Bank & Trust
Wichita Falls,
Texas
|
$776K
|
-$590K
|
-12,100
|
-45%
|
|
|
2011
|
Altiora Financial Group
Lebanon,
Ohio
|
$774K
|
–
|
–
|
–
|
|
|
2012
|
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
|
$774K
|
-$2.93M
|
-60,000
|
-80%
|
|
|
2013
|
Hedges Asset Management
Reno,
Nevada
|
$774K
|
–
|
–
|
–
|
|
|
2014
|
Ulysses Management
New York
|
$774K
|
+$732K
|
+15,000
|
New
|
|
|
2015
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$772K
|
-$9.12K
|
-187
|
-1%
|
|
|
2016
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$770K
|
+$56.5K
|
+1,158
|
+8%
|
|
|
2017
|
Volterra Technologies
New York
|
$770K
|
+$728K
|
+14,922
|
New
|
|
|
2018
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$769K
|
+$65.8K
|
+1,349
|
+10%
|
|
|
2019
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$769K
|
-$136K
|
-2,787
|
-16%
|
|
|
2020
|
Frisch Financial Group
Melville,
New York
|
$765K
|
+$14.1K
|
+290
|
+2%
|
|
|
2021
|
Tiemann Investment Advisors
Menlo Park,
California
|
$765K
|
-$13.4K
|
-275
|
-2%
|
|
|
2022
|
HeadInvest LLC
Portland,
Maine
|
$764K
|
-$31.7K
|
-650
|
-4%
|
|
|
2023
|
Patron Partners
Houston,
Texas
|
$764K
|
+$68.9K
|
+1,412
|
+11%
|
|
|
2024
|
JGP Wealth Management
Bend,
Oregon
|
$763K
|
+$124K
|
+2,538
|
+20%
|
|
|
2025
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$760K
|
-$182K
|
-3,735
|
-20%
|
|
