|
2001
|
WealthPLAN Partners
Omaha,
Nebraska
|
$487K
|
+$36K
|
+202
|
+8%
|
|
|
2002
|
BOK Financial Private Wealth
Denver,
Colorado
|
$485K
|
+$70K
|
+393
|
+16%
|
|
|
2003
|
Vivaldi Capital Management
Chicago,
Illinois
|
$485K
|
+$191K
|
+1,071
|
+61%
|
|
|
2004
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$482K
|
–
|
–
|
–
|
|
|
2005
|
Domani Wealth
Lancaster,
Pennsylvania
|
$481K
|
+$31.5K
|
+177
|
+7%
|
|
|
2006
|
Truepoint Inc
Cincinnati,
Ohio
|
$479K
|
-$9.8K
|
-55
|
-2%
|
|
|
2007
|
McIlrath & Eck
Arlington,
Washington
|
$478K
|
+$12.3K
|
+69
|
+3%
|
|
|
2008
|
Cutler Group
San Francisco,
California
|
$477K
|
+$494K
|
+2,774
|
New
|
|
|
2009
|
Fulcrum Equity Management
Plano,
Texas
|
$475K
|
+$51.8K
|
+291
|
+12%
|
|
|
2010
|
Sadoff Investment Management
Milwaukee,
Wisconsin
|
$472K
|
-$8.91K
|
-50
|
-2%
|
|
|
2011
|
Weybosset Research & Management
Province,
Rhode Island
|
$472K
|
–
|
–
|
–
|
|
|
2012
|
Manitou Investment Management
Toronto,
Ontario, Canada
|
$470K
|
+$30.3K
|
+170
|
+7%
|
|
|
2013
|
Private Vista
Chicago,
Illinois
|
$468K
|
+$61.3K
|
+344
|
+15%
|
|
|
2014
|
Wealthquest
Cincinnati,
Ohio
|
$466K
|
-$15.1K
|
-85
|
-3%
|
|
|
2015
|
Aristotle Capital Management
Los Angeles,
California
|
$464K
|
–
|
–
|
–
|
|
|
2016
|
Unio Capital
Princeton,
New Jersey
|
$464K
|
–
|
–
|
–
|
|
|
2017
|
Huber Capital Management
El Segundo,
California
|
$464K
|
+$481K
|
+2,700
|
New
|
|
|
2018
|
Partnervest Advisory Services
Santa Barbara,
California
|
$463K
|
+$35.6K
|
+200
|
+8%
|
|
|
2019
|
Fort Point Capital Partners
San Francisco,
California
|
$463K
|
+$246K
|
+1,381
|
+105%
|
|
|
2020
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$462K
|
+$116K
|
+650
|
+32%
|
|
|
2021
|
Lantz Financial
Naperville,
Illinois
|
$461K
|
-$11.6K
|
-65
|
-2%
|
|
|
2022
|
Garde Capital
Seattle,
Washington
|
$455K
|
+$53.6K
|
+301
|
+13%
|
|
|
2023
|
Stratos Investment Management
Beachwood,
Ohio
|
$455K
|
+$121K
|
+680
|
+35%
|
|
|
2024
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$450K
|
-$178
|
-1
|
-0%
|
|
|
2025
|
TCG Advisors
Austin,
Texas
|
$448K
|
+$368K
|
+2,066
|
+383%
|
|
