|
2001
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$7.8M
|
-$2.31M
|
-21,211
|
-24%
|
|
|
2002
|
Parkside Investments
Deerfield,
Illinois
|
$7.8M
|
+$181K
|
+1,661
|
+3%
|
|
|
2003
|
Occidental Asset Management
Burlingame,
California
|
$7.8M
|
+$336K
|
+3,075
|
+5%
|
|
|
2004
|
Trivium Point Advisory
Westport,
Connecticut
|
$7.78M
|
+$396K
|
+3,626
|
+6%
|
|
|
2005
|
VeraBank
Henderson,
Texas
|
$7.75M
|
-$153K
|
-1,400
|
-2%
|
|
|
2006
|
Sigma Investment Counselors
Northville,
Michigan
|
$7.75M
|
-$9.49M
|
-87,016
|
-57%
|
|
|
2007
|
Retirement Capital Strategies
San Jose,
California
|
$7.75M
|
+$254K
|
+2,328
|
+3%
|
|
|
2008
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$7.74M
|
-$264K
|
-2,423
|
-3%
|
|
|
2009
|
BCWM LLC
Overland Park,
Kansas
|
$7.74M
|
-$81.5K
|
-747
|
-1%
|
|
|
2010
|
Needham Investment Management
New York
|
$7.74M
|
-$873K
|
-8,000
|
-11%
|
|
|
2011
|
Cornerstone Capital
Palo Alto,
California
|
$7.72M
|
-$676K
|
-6,197
|
-9%
|
|
|
2012
|
Harbour Investment Management
Edmonds,
Washington
|
$7.71M
|
+$45.7K
|
+419
|
+0.6%
|
|
|
2013
|
Riverpark Capital Management
New York
|
$7.7M
|
+$4.1M
|
+37,607
|
+130%
|
|
|
2014
|
HWG Holdings
Houston,
Texas
|
$7.7M
|
-$11.9M
|
-109,080
|
-62%
|
|
|
2015
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$7.67M
|
-$159K
|
-1,458
|
-2%
|
|
|
2016
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$7.66M
|
-$141K
|
-1,294
|
-2%
|
|
|
2017
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$7.64M
|
-$104K
|
-951
|
-1%
|
|
|
2018
|
Quest Capital Management
Dallas,
Texas
|
$7.64M
|
+$104K
|
+949
|
+1%
|
|
|
2019
|
Northstar Wealth Partners
West Hartford,
Connecticut
|
$7.6M
|
-$1.2M
|
-10,965
|
-14%
|
|
|
2020
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$7.59M
|
+$2.23M
|
+20,423
|
+45%
|
|
|
2021
|
Davidson Trust Company
Seattle,
Washington
|
$7.57M
|
+$71K
|
+651
|
+1%
|
|
|
2022
|
Two Sigma Investments
New York
|
$7.56M
|
-$45.6M
|
-417,708
|
-86%
|
|
|
2023
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$7.55M
|
-$2.34M
|
-21,439
|
-25%
|
|
|
2024
|
Bay Rivers Group
Williamsburg,
Virginia
|
$7.55M
|
+$458K
|
+4,195
|
+7%
|
|
|
2025
|
HC Financial Advisors
Lafayette,
California
|
$7.55M
|
-$841K
|
-7,709
|
-11%
|
|
