|
2001
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$1.28M
|
-$52.7K
|
-411
|
-4%
|
|
|
2002
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$1.28M
|
+$191K
|
+1,487
|
+19%
|
|
|
2003
|
Price Wealth
Austin,
Texas
|
$1.28M
|
+$12.3K
|
+96
|
+1%
|
|
|
2004
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$1.28M
|
+$1.17M
|
+9,157
|
New
|
|
|
2005
|
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
|
$1.27M
|
+$168K
|
+1,311
|
+16%
|
|
|
2006
|
Vident Investment Advisory
Alpharetta,
Georgia
|
$1.27M
|
-$198K
|
-1,545
|
-15%
|
|
|
2007
|
Ironwood Investment Management
Boston,
Massachusetts
|
$1.27M
|
-$84.3K
|
-657
|
-7%
|
|
|
2008
|
Royal Harbor Partners
Houston,
Texas
|
$1.26M
|
+$1.16M
|
+9,048
|
New
|
|
|
2009
|
Assenagon Asset Management
Senningerberg,
Luxembourg
|
$1.25M
|
-$428K
|
-3,335
|
-27%
|
|
|
2010
|
Sandhill Capital Partners
Buffalo,
New York
|
$1.25M
|
+$120K
|
+935
|
+12%
|
|
|
2011
|
Oak Ridge Investments
Chicago,
Illinois
|
$1.25M
|
-$95.2K
|
-742
|
-8%
|
|
|
2012
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$1.25M
|
-$25.7K
|
-200
|
-2%
|
|
|
2013
|
Howard Financial Services
Dallas,
Texas
|
$1.24M
|
+$140K
|
+1,091
|
+14%
|
|
|
2014
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$1.24M
|
-$30.7K
|
-239
|
-3%
|
|
|
2015
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$1.24M
|
+$75.8K
|
+591
|
+7%
|
|
|
2016
|
Morse Asset Management
Darien,
Connecticut
|
$1.24M
|
+$41.7K
|
+325
|
+4%
|
|
|
2017
|
Perennial Investment Advisors
Los Angeles,
California
|
$1.23M
|
+$1.13M
|
+8,808
|
New
|
|
|
2018
|
Searle & Co
Greenwich,
Connecticut
|
$1.23M
|
–
|
–
|
–
|
|
|
2019
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$1.23M
|
+$1.13M
|
+8,796
|
New
|
|
|
2020
|
Argent Wealth Management
Waltham,
Massachusetts
|
$1.23M
|
+$1.13M
|
+8,792
|
New
|
|
|
2021
|
Glenview State Bank Trust Department
Glenview,
Illinois
|
$1.22M
|
-$11.5K
|
-90
|
-1%
|
|
|
2022
|
Galibier Capital Management
Toronto,
Ontario, Canada
|
$1.22M
|
-$1.31M
|
-10,218
|
-54%
|
|
|
2023
|
First Dallas Securities
Dallas,
Texas
|
$1.22M
|
-$80.2K
|
-625
|
-7%
|
|
|
2024
|
Fort Point Capital Partners
San Francisco,
California
|
$1.22M
|
+$22.1K
|
+172
|
+2%
|
|
|
2025
|
Cambria Investment Management
Manhattan Beach,
California
|
$1.21M
|
-$5.28M
|
-41,149
|
-83%
|
|
