|
2001
|
|
$5.71M
|
+$4.87M
|
+15,696
|
+904%
|
|
|
2002
|
Triasima Portfolio Management
Montreal,
Quebec, Canada
|
$5.7M
|
-$1.04M
|
-3,342
|
-16%
|
|
|
2003
|
HF Advisory Group
Annapolis,
Maryland
|
$5.69M
|
-$232K
|
-746
|
-4%
|
|
|
2004
|
Aries Wealth Management
Portland,
Maine
|
$5.69M
|
-$7.76K
|
-25
|
-0.1%
|
|
|
2005
|
Brasada Capital Management
Houston,
Texas
|
$5.68M
|
+$272K
|
+875
|
+5%
|
|
|
2006
|
Wealth Alliance
Mellville,
New York
|
$5.68M
|
+$408K
|
+1,315
|
+8%
|
|
|
2007
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$5.66M
|
+$21.4K
|
+69
|
+0.4%
|
|
|
2008
|
Smith, Moore & Co
Clayton,
Missouri
|
$5.66M
|
+$32.9K
|
+106
|
+0.6%
|
|
|
2009
|
WealthPLAN Partners
Omaha,
Nebraska
|
$5.66M
|
-$523K
|
-1,683
|
-9%
|
|
|
2010
|
Center for Financial Planning
Southfied,
Michigan
|
$5.65M
|
-$25.5K
|
-82
|
-0.5%
|
|
|
2011
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$5.65M
|
-$233K
|
-749
|
-4%
|
|
|
2012
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$5.63M
|
-$9.01K
|
-29
|
-0.2%
|
|
|
2013
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$5.63M
|
-$387K
|
-1,246
|
-7%
|
|
|
2014
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$5.62M
|
-$75.8K
|
-244
|
-1%
|
|
|
2015
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$5.62M
|
-$46K
|
-148
|
-0.9%
|
|
|
2016
|
Affinity Wealth Management
Wilmington,
Delaware
|
$5.61M
|
–
|
–
|
–
|
|
|
2017
|
Tiemann Investment Advisors
Menlo Park,
California
|
$5.6M
|
-$87K
|
-280
|
-2%
|
|
|
2018
|
ArrowMark Colorado Holdings
Denver,
Colorado
|
$5.6M
|
-$424K
|
-1,365
|
-7%
|
|
|
2019
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$5.6M
|
-$196K
|
-632
|
-4%
|
|
|
2020
|
William Blair Investment Management
Chicago,
Illinois
|
$5.59M
|
-$1.08M
|
-3,474
|
-17%
|
|
|
2021
|
Jessup Wealth Management
Dayton,
Ohio
|
$5.58M
|
-$127K
|
-410
|
-2%
|
|
|
2022
|
Natural Investments
Windsor,
California
|
$5.58M
|
+$152K
|
+490
|
+3%
|
|
|
2023
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$5.57M
|
-$169K
|
-543
|
-3%
|
|
|
2024
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$5.57M
|
+$678K
|
+2,184
|
+15%
|
|
|
2025
|
Leeward Financial Partners
Bellevue,
Washington
|
$5.56M
|
+$270K
|
+868
|
+5%
|
|
