|
2001
|
G2 Capital Management
Columbus,
Ohio
|
$2.97M
|
+$2.38K
|
+14
|
+0.1%
|
|
|
2002
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$2.97M
|
+$6.46K
|
+38
|
+0.2%
|
|
|
2003
|
HTLF Bank
Denver,
Colorado
|
$2.97M
|
-$52.6K
|
-309
|
-2%
|
|
|
2004
|
Aviance Capital Partners
Naples,
Florida
|
$2.97M
|
+$162K
|
+953
|
+6%
|
|
|
2005
|
Covenant Asset Management
Chester,
New Jersey
|
$2.97M
|
–
|
–
|
–
|
|
|
2006
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$2.97M
|
-$731K
|
-4,300
|
-21%
|
|
|
2007
|
Capital Management Associates (New York)
New York
|
$2.97M
|
-$145K
|
-853
|
-5%
|
|
|
2008
|
Burney Company
Reston,
Virginia
|
$2.97M
|
-$281K
|
-1,652
|
-9%
|
|
|
2009
|
Objectivity Squared
Charleston,
South Carolina
|
$2.96M
|
+$185K
|
+1,088
|
+7%
|
|
|
2010
|
Advisor OS
Chicago,
Illinois
|
$2.95M
|
-$8K
|
-47
|
-0.3%
|
|
|
2011
|
Eastern Bank
Boston,
Massachusetts
|
$2.95M
|
-$209K
|
-1,227
|
-7%
|
|
|
2012
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$2.95M
|
-$238K
|
-1,400
|
-8%
|
|
|
2013
|
|
$2.94M
|
+$28.7K
|
+169
|
+1%
|
|
|
2014
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$2.94M
|
–
|
–
|
–
|
|
|
2015
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$2.93M
|
+$27.2K
|
+160
|
+1%
|
|
|
2016
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$2.93M
|
-$6.46K
|
-38
|
-0.2%
|
|
|
2017
|
Ted Buchan & Co
San Diego,
California
|
$2.93M
|
+$170
|
+1
|
+0%
|
|
|
2018
|
Redwood Wealth Management Group
Medford,
New Jersey
|
$2.93M
|
+$26.4K
|
+155
|
+1%
|
|
|
2019
|
LRI Investments
Palm Beach Gardens,
Florida
|
$2.91M
|
+$2.18M
|
+12,791
|
+414%
|
|
|
2020
|
MV Capital Management
Bethesda,
Maryland
|
$2.9M
|
+$45.6K
|
+268
|
+2%
|
|
|
2021
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$2.9M
|
+$5.95K
|
+35
|
+0.2%
|
|
|
2022
|
Cascade Financial Partners
San Diego,
California
|
$2.9M
|
-$272K
|
-1,600
|
-9%
|
|
|
2023
|
Sterling Investment Management
Tucson,
Arizona
|
$2.9M
|
+$299K
|
+1,760
|
+13%
|
|
|
2024
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$2.9M
|
-$7.14K
|
-42
|
-0.3%
|
|
|
2025
|
Northside Capital Management
Hood River,
Oregon
|
$2.9M
|
+$40.8K
|
+240
|
+2%
|
|
