|
2001
|
Jackson Hill Advisors
Houston,
Texas
|
$12.3M
|
-$3.06M
|
-9,750
|
-21%
|
|
|
2002
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$12.3M
|
-$384K
|
-1,224
|
-3%
|
|
|
2003
|
Platform Technology Partners
New York
|
$12.3M
|
-$278K
|
-887
|
-2%
|
|
|
2004
|
|
$12.3M
|
-$305K
|
-973
|
-3%
|
|
|
2005
|
Kingswood Wealth Advisors
San Diego,
California
|
$12.3M
|
+$11.3M
|
+36,115
|
New
|
|
|
2006
|
NBW Capital
Boston,
Massachusetts
|
$12.3M
|
-$222K
|
-708
|
-2%
|
|
|
2007
|
Argonautica Private Wealth Management
Wellesley,
Massachusetts
|
$12.3M
|
-$47.6K
|
-152
|
-0.4%
|
|
|
2008
|
Arden Trust
Wilmington,
Delaware
|
$12.2M
|
-$925K
|
-2,953
|
-8%
|
|
|
2009
|
|
$12.2M
|
-$58K
|
-185
|
-0.5%
|
|
|
2010
|
Financial Engines Advisors
Santa Clara,
California
|
$12.2M
|
-$1.03M
|
-3,281
|
-8%
|
|
|
2011
|
Consolidated Press International Holdings
Sydney,
Australia
|
$12.2M
|
–
|
–
|
–
|
|
|
2012
|
Alpha Family Trust
Los Angeles,
California
|
$12.2M
|
–
|
–
|
–
|
|
|
2013
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$12.2M
|
+$1.39M
|
+4,433
|
+14%
|
|
|
2014
|
Nilsine Partners
Greenwood Village,
Colorado
|
$12.2M
|
+$52.3K
|
+167
|
+0.5%
|
|
|
2015
|
St. Denis J. Villere & Co
New Orleans,
Louisiana
|
$12.2M
|
+$215K
|
+685
|
+2%
|
|
|
2016
|
Simon Quick Advisors
Morristown,
New Jersey
|
$12.1M
|
+$182K
|
+581
|
+2%
|
|
|
2017
|
Arlington Partners
Birmingham,
Alabama
|
$12.1M
|
+$665K
|
+2,121
|
+6%
|
|
|
2018
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$12.1M
|
-$1.65M
|
-5,262
|
-13%
|
|
|
2019
|
IFG Advisory
Atlanta,
Georgia
|
$12.1M
|
+$912K
|
+2,909
|
+9%
|
|
|
2020
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$12.1M
|
+$1.26M
|
+4,021
|
+13%
|
|
|
2021
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$12M
|
+$3.21M
|
+10,252
|
+41%
|
|
|
2022
|
John G. Ullman & Associates
Corning,
New York
|
$12M
|
-$198K
|
-633
|
-2%
|
|
|
2023
|
Warther Private Wealth
Akron,
Ohio
|
$12M
|
-$35.4K
|
-113
|
-0.3%
|
|
|
2024
|
Manchester Capital Management
Manchester,
Vermont
|
$12M
|
+$1.01M
|
+3,223
|
+10%
|
|
|
2025
|
Soundmark Wealth Management
Kirkland,
Washington
|
$12M
|
+$205K
|
+653
|
+2%
|
|
