|
2001
|
Ascent Wealth Partners
New Hartford,
New York
|
$664K
|
-$123K
|
-1,584
|
-15%
|
|
|
2002
|
Private Wealth Partners
Mill Valley,
California
|
$661K
|
+$165K
|
+2,127
|
+33%
|
|
|
2003
|
|
$660K
|
-$34.8K
|
-450
|
-5%
|
|
|
2004
|
Truepoint Inc
Cincinnati,
Ohio
|
$660K
|
+$181K
|
+2,334
|
+37%
|
|
|
2005
|
Clare Market Investments
Dallas,
Texas
|
$659K
|
-$20K
|
-258
|
-3%
|
|
|
2006
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$659K
|
+$134K
|
+1,736
|
+25%
|
|
|
2007
|
Twin Tree Management
Dallas,
Texas
|
$658K
|
+$665K
|
+8,588
|
New
|
|
|
2008
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$655K
|
-$73.5K
|
-950
|
-10%
|
|
|
2009
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$653K
|
+$2.86K
|
+37
|
+0.4%
|
|
|
2010
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$653K
|
+$216K
|
+2,785
|
+49%
|
|
|
2011
|
Quest Investment Management
Lake Oswego,
Oregon
|
$651K
|
–
|
–
|
–
|
|
|
2012
|
Zhang Financial
Portage,
Michigan
|
$650K
|
+$62.9K
|
+813
|
+11%
|
|
|
2013
|
British Steel Pension Fund
London,
United Kingdom
|
$649K
|
-$717K
|
-9,262
|
-52%
|
|
|
2014
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$646K
|
+$23.6K
|
+305
|
+4%
|
|
|
2015
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$646K
|
+$302K
|
+3,897
|
+86%
|
|
|
2016
|
Tarbox Family Office
Newport Beach,
California
|
$644K
|
-$44.6K
|
-576
|
-6%
|
|
|
2017
|
Mraz Amerine & Associates
Modesto,
California
|
$644K
|
–
|
–
|
–
|
|
|
2018
|
Biechele Royce Advisors
Fishers,
Indiana
|
$642K
|
+$110K
|
+1,417
|
+20%
|
|
|
2019
|
Nine Masts Capital
Central,
Hong Kong
|
$642K
|
+$648K
|
+8,373
|
New
|
|
|
2020
|
Capital Management Associates (New York)
New York
|
$640K
|
-$302K
|
-3,900
|
-32%
|
|
|
2021
|
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
$638K
|
-$319K
|
-4,118
|
-33%
|
|
|
2022
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$638K
|
-$61.9K
|
-799
|
-9%
|
|
|
2023
|
Carlson Capital Management
Northfield,
Minnesota
|
$637K
|
-$41.6K
|
-537
|
-6%
|
|
|
2024
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$637K
|
-$8.36K
|
-108
|
-1%
|
|
|
2025
|
Garrison Asset Management
Fayetteville,
Arkansas
|
$635K
|
+$155
|
+2
|
+0%
|
|
