|
2001
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$422K
|
+$93.6K
|
+1,720
|
+30%
|
|
|
2002
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$420K
|
-$62K
|
-1,140
|
-13%
|
|
|
2003
|
Cheviot Value Management
Beverly Hills,
California
|
$420K
|
+$95.7K
|
+1,760
|
+31%
|
|
|
2004
|
AFAM Capital
Austin,
Texas
|
$419K
|
+$17.4K
|
+320
|
+5%
|
|
|
2005
|
Vigilant Capital Management
Portland,
Maine
|
$419K
|
+$65.3K
|
+1,200
|
+19%
|
|
|
2006
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$419K
|
+$126K
|
+2,320
|
+45%
|
|
|
2007
|
Formuepleje A/S
Aarhus C,
Denmark
|
$418K
|
-$20.7K
|
-380
|
-5%
|
|
|
2008
|
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
|
$417K
|
–
|
–
|
–
|
|
|
2009
|
SOL Capital Management
Rockville,
Maryland
|
$417K
|
–
|
–
|
–
|
|
|
2010
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$414K
|
-$45.7K
|
-840
|
-10%
|
|
|
2011
|
Cue Advisory Services
Phoenix,
Arizona
|
$414K
|
+$16.3K
|
+300
|
+4%
|
|
|
2012
|
Cable Hill Partners
Portland,
Oregon
|
$413K
|
–
|
–
|
–
|
|
|
2013
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$413K
|
+$27.2K
|
+500
|
+7%
|
|
|
2014
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$412K
|
+$5.44K
|
+100
|
+1%
|
|
|
2015
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$412K
|
+$20.7K
|
+380
|
+5%
|
|
|
2016
|
Spring Creek Capital
Wichita,
Kansas
|
$412K
|
+$397K
|
+7,300
|
New
|
|
|
2017
|
WESPAC Advisors
Orinda,
California
|
$410K
|
-$27.2K
|
-500
|
-6%
|
|
|
2018
|
QCI Asset Management
Pittsford,
New York
|
$409K
|
–
|
–
|
–
|
|
|
2019
|
Northstar Investment Advisors
Denver,
Colorado
|
$408K
|
+$2.18K
|
+40
|
+0.6%
|
|
|
2020
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$408K
|
+$43.5K
|
+800
|
+12%
|
|
|
2021
|
De Burlo Group
Boston,
Massachusetts
|
$406K
|
–
|
–
|
–
|
|
|
2022
|
FAS Wealth Partners
Leawood,
Kansas
|
$405K
|
–
|
–
|
–
|
|
|
2023
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$404K
|
–
|
–
|
–
|
|
|
2024
|
Strategic Financial Services
Utica,
New York
|
$400K
|
+$65.3K
|
+1,200
|
+20%
|
|
|
2025
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$397K
|
-$10.9K
|
-200
|
-3%
|
|
