|
2001
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$7.61M
|
+$28K
|
+130
|
+0.4%
|
|
|
2002
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$7.61M
|
-$155K
|
-722
|
-2%
|
|
|
2003
|
TCI Wealth Advisors
Tucson,
Arizona
|
$7.61M
|
-$2.34M
|
-10,904
|
-24%
|
|
|
2004
|
Searle & Co
Greenwich,
Connecticut
|
$7.61M
|
-$3.01K
|
-14
|
-0%
|
|
|
2005
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$7.6M
|
-$242K
|
-1,127
|
-3%
|
|
|
2006
|
United Capital Management of KS
Salina,
Kansas
|
$7.59M
|
+$201K
|
+934
|
+3%
|
|
|
2007
|
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
|
$7.59M
|
-$155K
|
-722
|
-2%
|
|
|
2008
|
Brown Miller Wealth Management
Mclean,
Virginia
|
$7.58M
|
+$7.33M
|
+34,085
|
New
|
|
|
2009
|
Good Life Advisors
Reading,
Pennsylvania
|
$7.56M
|
+$301K
|
+1,401
|
+4%
|
|
|
2010
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$7.56M
|
-$340K
|
-1,580
|
-4%
|
|
|
2011
|
Sitrin Capital Management
Century City,
California
|
$7.54M
|
+$15.5K
|
+72
|
+0.2%
|
|
|
2012
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$7.53M
|
+$7.96K
|
+37
|
+0.1%
|
|
|
2013
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$7.53M
|
+$499K
|
+2,319
|
+7%
|
|
|
2014
|
Mendel Money Management
Northbrook,
Illinois
|
$7.53M
|
-$127K
|
-590
|
-2%
|
|
|
2015
|
BW Gestao de Investimentos
Sao Paulo,
Brazil
|
$7.52M
|
-$5.53M
|
-25,710
|
-43%
|
|
|
2016
|
Members Trust
Tampa,
Florida
|
$7.52M
|
-$669K
|
-3,109
|
-8%
|
|
|
2017
|
Bridge Creek Capital Management
West Barnstable,
Massachusetts
|
$7.51M
|
-$49.5K
|
-230
|
-0.7%
|
|
|
2018
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$7.5M
|
-$54K
|
-251
|
-0.7%
|
|
|
2019
|
Trybe Capital Management
Greenwich,
Connecticut
|
$7.5M
|
+$7.25M
|
+33,719
|
New
|
|
|
2020
|
Hendershot Investments
Centreville,
Virginia
|
$7.5M
|
-$5.38K
|
-25
|
-0.1%
|
|
|
2021
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$7.5M
|
-$4.2M
|
-19,540
|
-37%
|
|
|
2022
|
First Trust Bank
Nassau,
Bahamas
|
$7.49M
|
-$522K
|
-2,428
|
-7%
|
|
|
2023
|
Tranquility Partners
Brentwood,
Tennessee
|
$7.49M
|
-$49K
|
-228
|
-0.7%
|
|
|
2024
|
Kapitalo Investimentos
Sao Paulo,
Brazil
|
$7.46M
|
+$7.22M
|
+33,560
|
New
|
|
|
2025
|
Menlo Advisors
Menlo Park,
California
|
$7.45M
|
-$18.9K
|
-88
|
-0.3%
|
|
