|
2001
|
Hillman Capital Management
Bethesda,
Maryland
|
$8.49M
|
+$112K
|
+423
|
+1%
|
|
|
2002
|
|
$8.49M
|
-$43.6K
|
-165
|
-0.5%
|
|
|
2003
|
Ascent Wealth Partners
New Hartford,
New York
|
$8.49M
|
-$286K
|
-1,084
|
-3%
|
|
|
2004
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$8.47M
|
+$903K
|
+3,421
|
+10%
|
|
|
2005
|
Warther Private Wealth
Akron,
Ohio
|
$8.47M
|
+$577K
|
+2,186
|
+6%
|
|
|
2006
|
Udine Wealth Management
Boca Raton,
Florida
|
$8.43M
|
+$680K
|
+2,577
|
+8%
|
|
|
2007
|
Mattern Capital Management
Lakewood,
Colorado
|
$8.41M
|
-$174K
|
-659
|
-2%
|
|
|
2008
|
Financial Engines Advisors
Santa Clara,
California
|
$8.41M
|
+$229K
|
+869
|
+2%
|
|
|
2009
|
Procyon Advisors
Shelton,
Connecticut
|
$8.4M
|
-$59.7K
|
-226
|
-0.6%
|
|
|
2010
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$8.4M
|
+$119K
|
+451
|
+1%
|
|
|
2011
|
Prudence Investment Management (HK)
12 Harcourt Road Central,
Hong Kong
|
$8.38M
|
+$9.51M
|
+36,000
|
New
|
|
|
2012
|
44 Wealth Management
Eugene,
Oregon
|
$8.38M
|
+$73.4K
|
+278
|
+0.8%
|
|
|
2013
|
Orca Investment Management
Roseburg,
Oregon
|
$8.35M
|
-$179K
|
-679
|
-2%
|
|
|
2014
|
Brown Miller Wealth Management
Mclean,
Virginia
|
$8.34M
|
+$257K
|
+972
|
+3%
|
|
|
2015
|
Tiedemann Advisors
New York
|
$8.33M
|
-$38.8K
|
-147
|
-0.4%
|
|
|
2016
|
Claro Advisors
Boston,
Massachusetts
|
$8.32M
|
–
|
–
|
–
|
|
|
2017
|
Bank OZK
Little Rock,
Arkansas
|
$8.3M
|
+$106K
|
+402
|
+1%
|
|
|
2018
|
Prospect Capital Advisors
Sausalito,
California
|
$8.29M
|
+$1.28M
|
+4,850
|
+16%
|
|
|
2019
|
Avitas Wealth Management
Los Angeles,
California
|
$8.28M
|
-$6.55M
|
-24,818
|
-41%
|
|
|
2020
|
Parkwood LLC
Cleveland,
Ohio
|
$8.26M
|
-$938K
|
-3,553
|
-9%
|
|
|
2021
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$8.23M
|
-$130K
|
-493
|
-1%
|
|
|
2022
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$8.22M
|
+$139K
|
+525
|
+2%
|
|
|
2023
|
Aries Wealth Management
Portland,
Maine
|
$8.2M
|
-$20.9K
|
-79
|
-0.2%
|
|
|
2024
|
JB Capital
Wethersfield,
Connecticut
|
$8.2M
|
+$2.2M
|
+8,318
|
+31%
|
|
|
2025
|
AIMZ Investment Advisors
Los Altos,
California
|
$8.19M
|
+$528
|
+2
|
+0%
|
|
