|
2001
|
Searle & Co
Greenwich,
Connecticut
|
$15.1M
|
+$68K
|
+168
|
+0.4%
|
|
|
2002
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$15.1M
|
+$72.8K
|
+180
|
+0.4%
|
|
|
2003
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$15M
|
-$3.51M
|
-8,684
|
-18%
|
|
|
2004
|
Brady Family Wealth
Saint Louis,
Missouri
|
$15M
|
+$61.9K
|
+153
|
+0.4%
|
|
|
2005
|
WESPAC Advisors SoCal
Pasadena,
California
|
$15M
|
+$467K
|
+1,154
|
+3%
|
|
|
2006
|
WBH Advisory
Baltimore,
Maryland
|
$15M
|
-$170K
|
-420
|
-1%
|
|
|
2007
|
Iowa State Bank
Urbandale,
Iowa
|
$15M
|
-$29.5K
|
-73
|
-0.2%
|
|
|
2008
|
Keel Point
Huntsville,
Alabama
|
$15M
|
+$62.7K
|
+155
|
+0.4%
|
|
|
2009
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$15M
|
-$1.18M
|
-2,917
|
-7%
|
|
|
2010
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
|
$15M
|
+$16.2M
|
+40,103
|
New
|
|
|
2011
|
Westover Capital Advisors
Wilmington,
Delaware
|
$15M
|
-$18.2K
|
-45
|
-0.1%
|
|
|
2012
|
Davidson Trust Company
Seattle,
Washington
|
$14.9M
|
+$9.31K
|
+23
|
+0.1%
|
|
|
2013
|
City of London Investment Management
London,
United Kingdom
|
$14.9M
|
-$166K
|
-410
|
-1%
|
|
|
2014
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$14.9M
|
-$561K
|
-1,387
|
-3%
|
|
|
2015
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$14.9M
|
+$2.89M
|
+7,131
|
+22%
|
|
|
2016
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$14.9M
|
-$1.02M
|
-2,531
|
-6%
|
|
|
2017
|
Morton Capital Management
Calabasas,
California
|
$14.9M
|
+$553K
|
+1,366
|
+4%
|
|
|
2018
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$14.9M
|
-$61.1K
|
-151
|
-0.4%
|
|
|
2019
|
Allred Capital Management
Dallas,
Texas
|
$14.9M
|
-$564K
|
-1,393
|
-3%
|
|
|
2020
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$14.8M
|
-$236K
|
-583
|
-1%
|
|
|
2021
|
Winmill & Co
Walpole,
New Hampshire
|
$14.8M
|
+$16.1M
|
+39,775
|
New
|
|
|
2022
|
GPM Growth Investors
Bloomfield Hills,
Michigan
|
$14.8M
|
-$1.96M
|
-4,855
|
-11%
|
|
|
2023
|
Harrell Investment Partners
Austin,
Texas
|
$14.8M
|
+$160K
|
+395
|
+1%
|
|
|
2024
|
Channel Wealth
Santa Barbara,
California
|
$14.8M
|
+$2.38M
|
+5,881
|
+17%
|
|
|
2025
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$14.7M
|
-$91.4K
|
-226
|
-0.6%
|
|
