|
2001
|
Donaldson Capital Management
Evansville,
Indiana
|
$3.39M
|
-$141K
|
-207
|
-4%
|
|
|
2002
|
Hopwood Financial Services
Reston,
Virginia
|
$3.38M
|
+$268K
|
+392
|
+8%
|
|
|
2003
|
Tranquility Partners
Brentwood,
Tennessee
|
$3.38M
|
-$14.3K
|
-21
|
-0.4%
|
|
|
2004
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$3.37M
|
+$580K
|
+849
|
+20%
|
|
|
2005
|
Global Financial Private Client
Sarasota,
Florida
|
$3.37M
|
+$169K
|
+247
|
+5%
|
|
|
2006
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$3.36M
|
-$4.1K
|
-6
|
-0.1%
|
|
|
2007
|
VisionPoint Advisory Group
Dallas,
Texas
|
$3.34M
|
-$1.45M
|
-2,126
|
-29%
|
|
|
2008
|
Stewardship Concepts Financial Services
Spokane,
Washington
|
$3.33M
|
+$360K
|
+527
|
+12%
|
|
|
2009
|
Private Capital Management (Florida)
Naples,
Florida
|
$3.32M
|
+$115K
|
+169
|
+3%
|
|
|
2010
|
Sunpointe
St. Louis,
Missouri
|
$3.31M
|
+$3.17M
|
+4,642
|
+1,075%
|
|
|
2011
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$3.3M
|
+$239K
|
+350
|
+7%
|
|
|
2012
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$3.29M
|
-$26.9M
|
-39,376
|
-89%
|
|
|
2013
|
Evanson Asset Management
Carmel,
California
|
$3.29M
|
-$683
|
-1
|
-0%
|
|
|
2014
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$3.28M
|
-$47.8K
|
-70
|
-1%
|
|
|
2015
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$3.28M
|
-$106K
|
-155
|
-3%
|
|
|
2016
|
Vontobel Holding
Zurich,
Switzerland
|
$3.28M
|
-$367K
|
-537
|
-10%
|
|
|
2017
|
Investment Partners
New Philadelphia,
Ohio
|
$3.27M
|
-$80.6K
|
-118
|
-2%
|
|
|
2018
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$3.27M
|
–
|
–
|
–
|
|
|
2019
|
Edgestream Partners
Princeton,
New Jersey
|
$3.26M
|
-$13.5M
|
-19,808
|
-80%
|
|
|
2020
|
Westfuller Advisors
New York
|
$3.26M
|
+$525K
|
+769
|
+18%
|
|
|
2021
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$3.25M
|
+$2.05M
|
+3,001
|
+152%
|
|
|
2022
|
McIlrath & Eck
Arlington,
Washington
|
$3.25M
|
-$128K
|
-188
|
-4%
|
|
|
2023
|
Sterling Wealth Advisors
Plantation,
Florida
|
$3.24M
|
-$23.9K
|
-35
|
-0.8%
|
|
|
2024
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$3.24M
|
+$118K
|
+173
|
+4%
|
|
|
2025
|
Centaurus Financial
Anaheim,
California
|
$3.24M
|
+$62.8K
|
+92
|
+2%
|
|
