|
2001
|
Biltmore Family Office
Charlotte,
North Carolina
|
$3.79M
|
+$295K
|
+434
|
+9%
|
|
|
2002
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$3.79M
|
-$185K
|
-273
|
-5%
|
|
|
2003
|
Mattern Wealth Management
Lawrence,
Kansas
|
$3.76M
|
+$45.5K
|
+67
|
+1%
|
|
|
2004
|
ARS Investment Partners
New York
|
$3.75M
|
–
|
–
|
–
|
|
|
2005
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$3.73M
|
+$108K
|
+159
|
+3%
|
|
|
2006
|
Encompass Wealth Advisors
Portland,
Oregon
|
$3.72M
|
-$10.2K
|
-15
|
-0.3%
|
|
|
2007
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$3.71M
|
-$52.3K
|
-77
|
-1%
|
|
|
2008
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$3.71M
|
+$3.38M
|
+4,975
|
+1,141%
|
|
|
2009
|
Polymer Capital Management (HK)
Hong Kong
|
$3.7M
|
+$679K
|
+1,000
|
+23%
|
|
|
2010
|
Donaldson Capital Management
Evansville,
Indiana
|
$3.7M
|
+$221K
|
+325
|
+6%
|
|
|
2011
|
Berman McAleer
Timonium,
Maryland
|
$3.7M
|
-$50.9K
|
-75
|
-1%
|
|
|
2012
|
Old North State Trust
Greensboro,
North Carolina
|
$3.7M
|
+$596K
|
+878
|
+19%
|
|
|
2013
|
Vigil Wealth Management
Ponte Vedra Beach,
Florida
|
$3.7M
|
+$3.66M
|
+5,396
|
New
|
|
|
2014
|
Apella Capital
West Hartford,
Connecticut
|
$3.69M
|
+$2.17M
|
+3,198
|
+146%
|
|
|
2015
|
Montgomery Investment Management
Rockville,
Maryland
|
$3.69M
|
+$8.83K
|
+13
|
+0.2%
|
|
|
2016
|
PGIM Custom Harvest
Newark,
New Jersey
|
$3.69M
|
+$111K
|
+163
|
+3%
|
|
|
2017
|
Redwood Wealth Management Group
Medford,
New Jersey
|
$3.68M
|
-$147K
|
-216
|
-4%
|
|
|
2018
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$3.68M
|
+$11.5K
|
+17
|
+0.3%
|
|
|
2019
|
Stenger Family Office
Naperville,
Illinois
|
$3.67M
|
-$95.7K
|
-141
|
-3%
|
|
|
2020
|
Newport Capital Group
Red Bank,
New Jersey
|
$3.66M
|
–
|
–
|
–
|
|
|
2021
|
Granville Capital
Greensboro,
North Carolina
|
$3.66M
|
+$3.63M
|
+5,343
|
New
|
|
|
2022
|
Goodman Financial
Houston,
Texas
|
$3.62M
|
-$452K
|
-666
|
-11%
|
|
|
2023
|
Schnieders Capital Management
Pasadena,
California
|
$3.61M
|
-$259K
|
-382
|
-7%
|
|
|
2024
|
Spirepoint Private Client
Vero Beach,
Florida
|
$3.6M
|
+$272K
|
+401
|
+8%
|
|
|
2025
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$3.59M
|
+$679
|
+1
|
+0%
|
|
