|
2001
|
Kesler Norman & Wride
Ogden,
Utah
|
$3.98M
|
+$701K
|
+1,409
|
+22%
|
|
|
2002
|
Global Endowment Management
Charlotte,
North Carolina
|
$3.98M
|
-$176K
|
-354
|
-4%
|
|
|
2003
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$3.98M
|
+$3.51M
|
+7,062
|
+79%
|
|
|
2004
|
Cathy Pareto & Associates
Coral Gables,
Florida
|
$3.97M
|
+$65.2K
|
+131
|
+2%
|
|
|
2005
|
Legacy Bridge
West Des Moines,
Iowa
|
$3.97M
|
+$126K
|
+253
|
+3%
|
|
|
2006
|
Rebalance
Palo Alto,
California
|
$3.96M
|
-$498
|
-1
|
-0%
|
|
|
2007
|
Nabity-Jensen Investment Management
Omaha,
Nebraska
|
$3.96M
|
+$498
|
+1
|
+0%
|
|
|
2008
|
New England Research & Management
Chicago,
Illinois
|
$3.96M
|
–
|
–
|
–
|
|
|
2009
|
Tempo Wealth
Independence,
Ohio
|
$3.95M
|
+$3.91M
|
+7,860
|
New
|
|
|
2010
|
Wimmer Associates 1
Pasadena,
California
|
$3.94M
|
-$21.4K
|
-43
|
-0.5%
|
|
|
2011
|
Stamos Capital Partners
Menlo Park,
California
|
$3.94M
|
+$1.75M
|
+3,509
|
+81%
|
|
|
2012
|
DSG Capital Advisors
Edina,
Minnesota
|
$3.93M
|
-$80.6K
|
-162
|
-2%
|
|
|
2013
|
Advisors Asset Management
Monument,
Colorado
|
$3.93M
|
-$877K
|
-1,763
|
-18%
|
|
|
2014
|
Hodges Capital Management
Dallas,
Texas
|
$3.92M
|
-$493K
|
-990
|
-11%
|
|
|
2015
|
Parcion Private Wealth
Bellevue,
Washington
|
$3.92M
|
+$465K
|
+935
|
+14%
|
|
|
2016
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$3.92M
|
-$176K
|
-354
|
-4%
|
|
|
2017
|
Chapin Davis
Baltimore,
Maryland
|
$3.91M
|
-$115K
|
-231
|
-3%
|
|
|
2018
|
Novak & Powell Financial Services
St. Petersburg,
Florida
|
$3.91M
|
-$107K
|
-216
|
-3%
|
|
|
2019
|
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
$3.91M
|
-$142K
|
-286
|
-4%
|
|
|
2020
|
Mattson Financial Services
Kentwood,
Michigan
|
$3.9M
|
-$172K
|
-346
|
-4%
|
|
|
2021
|
Founders Financial Securities
Towson,
Maryland
|
$3.89M
|
+$827K
|
+1,663
|
+27%
|
|
|
2022
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$3.89M
|
-$118K
|
-237
|
-3%
|
|
|
2023
|
Crown Wealth Group
Charlotte,
North Carolina
|
$3.89M
|
+$232K
|
+467
|
+6%
|
|
|
2024
|
Boston Partners
Boston,
Massachusetts
|
$3.88M
|
-$114K
|
-229
|
-3%
|
|
|
2025
|
Anchyra Partners
Atlanta,
Georgia
|
$3.88M
|
+$3.84M
|
+7,714
|
New
|
|
