|
2001
|
William John Sempolinski
Easton,
Massachusetts
|
$22.2M
|
-$66.6K
|
1
|
8.94%
|
Reduced
|
|
|
2002
|
Atlas Wealth
Cincinnati,
Ohio
|
$22.1M
|
-$401K
|
1
|
3.15%
|
Reduced
|
|
|
2003
|
Third View Private Wealth
Westport,
Connecticut
|
$22.1M
|
+$1.88M
|
1
|
2.72%
|
Increased
|
|
|
2004
|
O'Rourke & Company
Boston,
Massachusetts
|
$22.1M
|
-$225K
|
1
|
7.72%
|
Reduced
|
|
|
2005
|
First Interstate Bank
Billings,
Montana
|
$22.1M
|
-$784K
|
1
|
1.15%
|
Reduced
|
|
|
2006
|
Mattern Capital Management
Lakewood,
Colorado
|
$22.1M
|
-$354K
|
1
|
2.58%
|
Reduced
|
|
|
2007
|
Financial Consulate
Hunt Valley,
Maryland
|
$22M
|
-$363K
|
3
|
2.45%
|
Reduced
|
|
|
2008
|
3Chopt Investment Partners
Richmond,
Virginia
|
$22M
|
+$1.58M
|
1
|
4.14%
|
Increased
|
|
|
2009
|
Clear Creek Financial Management
Silverdale,
Washington
|
$22M
|
+$1.2M
|
2
|
1.41%
|
Increased
|
|
|
2010
|
|
$22M
|
-$78.7K
|
1
|
0.86%
|
Reduced
|
|
|
2011
|
Coleford Investment Management
Toronto, Ontario,
Canada
|
$21.9M
|
-$410K
|
1
|
4.78%
|
Reduced
|
|
|
2012
|
Field & Main Bank
Henderson,
Kentucky
|
$21.9M
|
-$30.6K
|
1
|
4.52%
|
Reduced
|
|
|
2013
|
Tradewinds LLC
Raleigh,
North Carolina
|
$21.9M
|
-$13.8M
|
2
|
4.93%
|
Reduced
|
|
|
2014
|
CLG LLC
Long Beach,
California
|
$21.9M
|
-$462K
|
1
|
4.8%
|
Reduced
|
|
|
2015
|
Keystone Wealth Services
Palm Desert,
California
|
$21.8M
|
+$112K
|
1
|
4.05%
|
Increased
|
|
|
2016
|
High Note Wealth
Deephaven,
Minnesota
|
$21.8M
|
+$43K
|
3
|
3.72%
|
Increased
|
|
|
2017
|
Fort Point Capital Partners
San Francisco,
California
|
$21.7M
|
+$1.8M
|
1
|
1.5%
|
Increased
|
|
|
2018
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$21.7M
|
+$42.6K
|
1
|
2.77%
|
Increased
|
|
|
2019
|
Mattern Wealth Management
Lawrence,
Kansas
|
$21.7M
|
+$1.09M
|
1
|
3.55%
|
Increased
|
|
|
2020
|
Global Endowment Management
Charlotte,
North Carolina
|
$21.6M
|
-$1.27M
|
1
|
2.19%
|
Reduced
|
|
|
2021
|
Slow Capital
Greenbrae,
California
|
$21.6M
|
-$1.44M
|
1
|
2.53%
|
Reduced
|
|
|
2022
|
Iowa State Bank
Urbandale,
Iowa
|
$21.6M
|
-$342K
|
1
|
3.61%
|
Reduced
|
|
|
2023
|
Insight Advisors
Newtown,
Pennsylvania
|
$21.6M
|
-$436K
|
1
|
3.81%
|
Reduced
|
|
|
2024
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$21.6M
|
-$444K
|
4
|
0.62%
|
Reduced
|
|
|
2025
|
Arkfeld Wealth Strategies
Omaha,
Nebraska
|
$21.6M
|
-$404K
|
2
|
6.46%
|
Reduced
|
|