|
2001
|
Nilsine Partners
Greenwood Village,
Colorado
|
$70.3M
|
+$2.04M
|
8
|
6.09%
|
Increased
|
|
|
2002
|
Ascent Wealth Partners
New Hartford,
New York
|
$70.1M
|
+$299K
|
8
|
8.07%
|
Increased
|
|
|
2003
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$70.1M
|
-$5.46M
|
6
|
5.18%
|
Reduced
|
|
|
2004
|
Newbrook Capital Advisors
New York
|
$70M
|
-$55.5M
|
1
|
8.78%
|
Reduced
|
|
|
2005
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$70M
|
+$880K
|
8
|
13.89%
|
Increased
|
|
|
2006
|
Ghisallo Capital Management
Boston,
Massachusetts
|
$69.9M
|
-$110M
|
3
|
3.12%
|
Reduced
|
|
|
2007
|
Central Bank & Trust
Lexington,
Kentucky
|
$69.9M
|
-$890K
|
7
|
10.81%
|
Reduced
|
|
|
2008
|
Aquatic Capital Management
Chicago,
Illinois
|
$69.8M
|
-$57.1M
|
11
|
1.98%
|
Reduced
|
|
|
2009
|
Arjuna Capital
Durham,
North Carolina
|
$69.7M
|
-$3.34K
|
6
|
17.08%
|
Reduced
|
|
|
2010
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
$69.7M
|
+$3.6M
|
7
|
20.76%
|
Increased
|
|
|
2011
|
TenCore Partners
New York
|
$69.5M
|
-$16.6M
|
3
|
35.54%
|
Reduced
|
|
|
2012
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$69.4M
|
-$741K
|
7
|
16.08%
|
Reduced
|
|
|
2013
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$69.4M
|
+$17.4M
|
7
|
11.57%
|
Increased
|
|
|
2014
|
Journey Retirement Planning & Investment Management
Ammon,
Idaho
|
$69.3M
|
+$70.3M
|
9
|
14.24%
|
New
|
|
|
2015
|
EdenTree Asset Management
London,
United Kingdom
|
$69.3M
|
-$33M
|
3
|
21.22%
|
Reduced
|
|
|
2016
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$69.3M
|
+$193K
|
6
|
9.55%
|
Increased
|
|
|
2017
|
Bornite Capital Management
New York
|
$69.2M
|
+$45.8M
|
1
|
6.76%
|
Increased
|
|
|
2018
|
GPM Growth Investors
Bloomfield Hills,
Michigan
|
$69.1M
|
-$2.17M
|
5
|
26.94%
|
Reduced
|
|
|
2019
|
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
|
$69.1M
|
+$168K
|
3
|
29.43%
|
Increased
|
|
|
2020
|
Guardian Partners
Toronto,
Canada
|
$69.1M
|
+$9.27M
|
7
|
5.54%
|
Increased
|
|
|
2021
|
New Hampshire Trust
Concord,
New Hampshire
|
$69.1M
|
-$4.06M
|
6
|
13.44%
|
Reduced
|
|
|
2022
|
Strategic Blueprint
Atlanta,
Georgia
|
$69M
|
-$18.1M
|
8
|
4.07%
|
Reduced
|
|
|
2023
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$69M
|
+$8.66M
|
4
|
16.06%
|
Increased
|
|
|
2024
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$68.9M
|
-$5.93M
|
4
|
9.38%
|
Reduced
|
|
|
2025
|
|
$68.8M
|
-$17.7K
|
2
|
1.81%
|
Reduced
|
|
