|
2001
|
Central Valley Advisors
Sacramento,
California
|
$3.28M
|
-$84.8K
|
-249
|
-3%
|
|
|
2002
|
Quotient Wealth Partners
Dallas,
Texas
|
$3.28M
|
-$89.6K
|
-263
|
-3%
|
|
|
2003
|
Intellectus Partners
San Francisco,
California
|
$3.27M
|
-$86.9K
|
-255
|
-3%
|
|
|
2004
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$3.27M
|
-$44K
|
-129
|
-1%
|
|
|
2005
|
New England Research & Management
Chicago,
Illinois
|
$3.27M
|
+$1.34M
|
+3,925
|
+73%
|
|
|
2006
|
Tremblant Capital Group
West Palm Beach,
Florida
|
$3.27M
|
-$57.9K
|
-170
|
-2%
|
|
|
2007
|
Castellan Group
Louisville,
Kentucky
|
$3.27M
|
+$3.18M
|
+9,321
|
New
|
|
|
2008
|
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
|
$3.26M
|
-$115K
|
-338
|
-4%
|
|
|
2009
|
Legato Capital Management
San Francisco,
California
|
$3.25M
|
-$166K
|
-487
|
-5%
|
|
|
2010
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$3.25M
|
-$23.5K
|
-69
|
-0.7%
|
|
|
2011
|
Stableford Capital II
Scottsdale,
Arizona
|
$3.24M
|
-$98.8K
|
-290
|
-3%
|
|
|
2012
|
SS&H Financial Advisors
Troy,
Michigan
|
$3.24M
|
–
|
–
|
–
|
|
|
2013
|
TCFG Wealth Management
Laguna Niguel,
California
|
$3.24M
|
-$5.11K
|
-15
|
-0.2%
|
|
|
2014
|
Callahan Advisors
Houston,
Texas
|
$3.24M
|
+$341
|
+1
|
+0%
|
|
|
2015
|
DeDora Capital
Napa,
California
|
$3.24M
|
+$27.9K
|
+82
|
+0.9%
|
|
|
2016
|
Barings
Charlotte,
North Carolina
|
$3.23M
|
+$569K
|
+1,670
|
+22%
|
|
|
2017
|
Alaethes Wealth
Glenbrook,
Nevada
|
$3.23M
|
-$9.2K
|
-27
|
-0.3%
|
|
|
2018
|
Koshinski Asset Management
Decatur,
Illinois
|
$3.23M
|
+$9.88K
|
+29
|
+0.3%
|
|
|
2019
|
Klingman & Associates
New York
|
$3.23M
|
+$39.5K
|
+116
|
+1%
|
|
|
2020
|
RD Lewis Holdings
Maitland,
Florida
|
$3.22M
|
+$99.5K
|
+292
|
+3%
|
|
|
2021
|
Holderness Investments Company
Greensboro,
North Carolina
|
$3.22M
|
+$15.3K
|
+45
|
+0.5%
|
|
|
2022
|
Zuckerman Investment Group
Chicago,
Illinois
|
$3.19M
|
-$49.4K
|
-145
|
-2%
|
|
|
2023
|
Sander Capital Advisors
Seattle,
Washington
|
$3.19M
|
-$404K
|
-1,185
|
-12%
|
|
|
2024
|
Tranquility Partners
Brentwood,
Tennessee
|
$3.18M
|
-$137K
|
-401
|
-4%
|
|
|
2025
|
MWA Asset Management
Lexington,
Massachusetts
|
$3.18M
|
-$112K
|
-328
|
-3%
|
|
