|
2001
|
One Wealth Capital Management
Scottsdale,
Arizona
|
$1.32M
|
-$1.66K
|
-3
|
-0.1%
|
|
|
2002
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$1.31M
|
+$35.4K
|
+64
|
+3%
|
|
|
2003
|
Family Legacy Inc
Greenville,
South Carolina
|
$1.31M
|
-$4.42K
|
-8
|
-0.3%
|
|
|
2004
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$1.31M
|
-$247K
|
-446
|
-16%
|
|
|
2005
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$1.31M
|
-$94K
|
-170
|
-7%
|
|
|
2006
|
LRI Investments
Palm Beach Gardens,
Florida
|
$1.3M
|
+$6.64K
|
+12
|
+0.5%
|
|
|
2007
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.3M
|
+$160K
|
+289
|
+14%
|
|
|
2008
|
IMS Capital Management
Portland,
Oregon
|
$1.3M
|
-$66.4K
|
-120
|
-5%
|
|
|
2009
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$1.3M
|
+$6.08K
|
+11
|
+0.5%
|
|
|
2010
|
Nilsine Partners
Greenwood Village,
Colorado
|
$1.3M
|
-$103K
|
-186
|
-7%
|
|
|
2011
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$1.29M
|
-$66.9K
|
-121
|
-5%
|
|
|
2012
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$1.29M
|
+$23.2K
|
+42
|
+2%
|
|
|
2013
|
Northern Financial Advisors
Bloomfield Hills,
Michigan
|
$1.28M
|
-$11.6K
|
-21
|
-0.9%
|
|
|
2014
|
Lifestyle Asset Management
Friendswood,
Texas
|
$1.28M
|
+$38.7K
|
+70
|
+3%
|
|
|
2015
|
Bingham Private Wealth
San Francisco,
California
|
$1.28M
|
+$27.7K
|
+50
|
+2%
|
|
|
2016
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$1.28M
|
+$40.4K
|
+73
|
+3%
|
|
|
2017
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.28M
|
+$160K
|
+289
|
+15%
|
|
|
2018
|
Old North State Trust
Greensboro,
North Carolina
|
$1.28M
|
+$217K
|
+392
|
+21%
|
|
|
2019
|
Pinion Investment Advisors
Wichita,
Kansas
|
$1.28M
|
+$9.95K
|
+18
|
+0.8%
|
|
|
2020
|
Fiduciary Family Office
Boca Raton,
Florida
|
$1.28M
|
-$31.5K
|
-57
|
-2%
|
|
|
2021
|
Mendel Money Management
Northbrook,
Illinois
|
$1.28M
|
-$22.1K
|
-40
|
-2%
|
|
|
2022
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$1.27M
|
+$238K
|
+431
|
+24%
|
|
|
2023
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$1.27M
|
–
|
–
|
–
|
|
|
2024
|
Triad Wealth Partners
Lawrence,
Kansas
|
$1.27M
|
+$272K
|
+492
|
+28%
|
|
|
2025
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$1.27M
|
+$162K
|
+293
|
+15%
|
|
