|
2001
|
X-Square Capital
Guaynabo,
Puerto Rico
|
$881K
|
+$270K
|
+762
|
+48%
|
|
|
2002
|
Pillar Pacific Capital Management
Pacifica,
California
|
$879K
|
-$257K
|
-725
|
-24%
|
|
|
2003
|
Chickasaw Capital Management
Memphis,
Tennessee
|
$879K
|
–
|
–
|
–
|
|
|
2004
|
Townsend Asset Management
Raleigh,
North Carolina
|
$875K
|
+$6.03K
|
+17
|
+0.7%
|
|
|
2005
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$874K
|
+$243K
|
+685
|
+41%
|
|
|
2006
|
McCutchen Group
Seattle,
Washington
|
$871K
|
+$355
|
+1
|
+0%
|
|
|
2007
|
Sterling Manor Financial
Saratoga Springs,
New York
|
$869K
|
+$824K
|
+2,324
|
New
|
|
|
2008
|
Relative Value Partners Group
|
$865K
|
–
|
–
|
–
|
|
|
2009
|
|
$863K
|
-$2.68M
|
-7,550
|
-77%
|
|
|
2010
|
Poplar Forest Capital
Pasadena,
California
|
$863K
|
–
|
–
|
–
|
|
|
2011
|
Affinity Capital Advisors
Berkeley,
California
|
$862K
|
+$63.5K
|
+179
|
+8%
|
|
|
2012
|
Zevenbergen Capital Investments
Edmonds,
Washington
|
$861K
|
–
|
–
|
–
|
|
|
2013
|
NFP Retirement Inc
Aliso Viejo,
California
|
$861K
|
-$1.04M
|
-2,933
|
-56%
|
|
|
2014
|
Point72 Asset Management
Stamford,
Connecticut
|
$860K
|
+$816K
|
+2,300
|
New
|
|
|
2015
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$858K
|
–
|
–
|
–
|
|
|
2016
|
RGT Wealth Advisors
Dallas,
Texas
|
$858K
|
+$525K
|
+1,480
|
+182%
|
|
|
2017
|
MACRO Consulting Group
Parsippany,
New Jersey
|
$857K
|
–
|
–
|
–
|
|
|
2018
|
ESL Trust Services
Rochester,
New York
|
$856K
|
–
|
–
|
–
|
|
|
2019
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$855K
|
-$262K
|
-739
|
-24%
|
|
|
2020
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$852K
|
-$67.4K
|
-190
|
-8%
|
|
|
2021
|
Concentric Wealth Management
Lafayette,
California
|
$852K
|
+$79.8K
|
+225
|
+11%
|
|
|
2022
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$849K
|
-$126K
|
-356
|
-14%
|
|
|
2023
|
Breiter Capital Management
Bradenton,
Florida
|
$848K
|
+$24.1K
|
+68
|
+3%
|
|
|
2024
|
4J Wealth Management
Alexandria,
Virginia
|
$848K
|
+$805K
|
+2,269
|
New
|
|
|
2025
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$848K
|
+$805K
|
+2,269
|
New
|
|
