|
2001
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$3.96M
|
+$45.5K
|
+71
|
+1%
|
|
|
2002
|
Gold Investment Management
Edmonton,
Alberta, Canada
|
$3.96M
|
+$59.6K
|
+93
|
+2%
|
|
|
2003
|
AmeriFlex Group
Las Vegas,
Nevada
|
$3.96M
|
+$975K
|
+1,521
|
+34%
|
|
|
2004
|
Waycross Investment Management
Bellingham,
Washington
|
$3.95M
|
-$25K
|
-39
|
-0.7%
|
|
|
2005
|
Optima Capital
Beaverton,
Oregon
|
$3.95M
|
+$150K
|
+234
|
+4%
|
|
|
2006
|
Financial Advocates Investment Management
Olympia,
Washington
|
$3.95M
|
-$40.5M
|
-63,227
|
-91%
|
|
|
2007
|
Strategic Investment Management
Arlington,
Virginia
|
$3.95M
|
-$506K
|
-790
|
-12%
|
|
|
2008
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$3.95M
|
–
|
–
|
–
|
|
|
2009
|
Sky Investment Group
Hartford,
Connecticut
|
$3.95M
|
–
|
–
|
–
|
|
|
2010
|
Opal Wealth Advisors
Jericho,
New York
|
$3.94M
|
-$205K
|
-320
|
-5%
|
|
|
2011
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$3.94M
|
+$35.3K
|
+55
|
+0.9%
|
|
|
2012
|
Lynx Capital Group
Beachwood,
Ohio
|
$3.94M
|
–
|
–
|
–
|
|
|
2013
|
City Holding Co
Charleston,
West Virginia
|
$3.94M
|
-$417K
|
-650
|
-10%
|
|
|
2014
|
FourThought Financial Partners
Venice,
Florida
|
$3.93M
|
+$1.69M
|
+2,640
|
+81%
|
|
|
2015
|
SGL Investment Advisors
Missoula,
Montana
|
$3.93M
|
+$667K
|
+1,040
|
+22%
|
|
|
2016
|
Brevan Howard Capital Management
St. Helier,
Jersey
|
$3.93M
|
+$3.78M
|
+5,892
|
New
|
|
|
2017
|
Boreal Capital Management
Miami,
Florida
|
$3.92M
|
–
|
–
|
–
|
|
|
2018
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$3.92M
|
-$89.7K
|
-140
|
-2%
|
|
|
2019
|
GW&K Investment Management
Boston,
Massachusetts
|
$3.92M
|
+$8.97K
|
+14
|
+0.2%
|
|
|
2020
|
Merkkuri Wealth Advisors
Hicksville,
New York
|
$3.92M
|
-$610K
|
-951
|
-14%
|
|
|
2021
|
Prasad Wealth Partners
Independence,
Ohio
|
$3.91M
|
+$2.56K
|
+4
|
+0.1%
|
|
|
2022
|
Towerpoint Wealth
Sacramento,
California
|
$3.9M
|
+$13.5K
|
+21
|
+0.4%
|
|
|
2023
|
Next Capital Management
New York
|
$3.9M
|
+$46.2K
|
+72
|
+1%
|
|
|
2024
|
Weinberger Asset Management
Los Angeles,
California
|
$3.89M
|
-$420K
|
-655
|
-10%
|
|
|
2025
|
Fagan Associates
Troy,
New York
|
$3.89M
|
-$641
|
-1
|
-0%
|
|
