|
2001
|
Atlas Private Wealth Management
Albany,
New York
|
$887K
|
-$14.8K
|
-97
|
-2%
|
|
|
2002
|
Guinness Atkinson Asset Management
Pasadena,
California
|
$887K
|
–
|
–
|
–
|
|
|
2003
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$883K
|
-$31.8K
|
-208
|
-3%
|
|
|
2004
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$878K
|
+$54.1K
|
+354
|
+6%
|
|
|
2005
|
Waddell & Associates
Memphis,
Tennessee
|
$875K
|
+$296K
|
+1,935
|
+51%
|
|
|
2006
|
Valmark Advisers
Akron,
Ohio
|
$874K
|
+$58.2K
|
+381
|
+7%
|
|
|
2007
|
Private Asset Management
San Diego,
California
|
$872K
|
-$17.6K
|
-115
|
-2%
|
|
|
2008
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$872K
|
+$6.11K
|
+40
|
+0.7%
|
|
|
2009
|
|
$872K
|
+$84.7K
|
+554
|
+11%
|
|
|
2010
|
Weil Company
San Diego,
California
|
$871K
|
+$6.11K
|
+40
|
+0.7%
|
|
|
2011
|
OneAscent Financial Services
Birmingham,
Alabama
|
$871K
|
+$357K
|
+2,335
|
+70%
|
|
|
2012
|
Naviter Wealth
Little Rock,
Arkansas
|
$871K
|
+$869K
|
+5,686
|
New
|
|
|
2013
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$870K
|
+$7.03K
|
+46
|
+0.8%
|
|
|
2014
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$869K
|
+$29.9K
|
+196
|
+4%
|
|
|
2015
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$868K
|
-$64.5K
|
-422
|
-7%
|
|
|
2016
|
Linker Capital Management
Prospect,
Kentucky
|
$867K
|
–
|
–
|
–
|
|
|
2017
|
Matrix Trust Company
Denver,
Colorado
|
$867K
|
+$465K
|
+3,045
|
+116%
|
|
|
2018
|
Vise Technologies
New York
|
$864K
|
+$431K
|
+2,819
|
+100%
|
|
|
2019
|
R.H. Bluestein & Co
Birmingham,
Michigan
|
$862K
|
+$53.5K
|
+350
|
+7%
|
|
|
2020
|
Kolinsky Wealth Management
Ramsey,
New Jersey
|
$853K
|
+$24.1K
|
+158
|
+3%
|
|
|
2021
|
Everhart Financial Group
Dublin,
Ohio
|
$853K
|
+$197K
|
+1,288
|
+30%
|
|
|
2022
|
|
$853K
|
+$851K
|
+5,570
|
New
|
|
|
2023
|
Bremer Bank National Association
St Paul,
Minnesota
|
$852K
|
-$39.7K
|
-260
|
-4%
|
|
|
2024
|
Landaas & Company
Milwaukee,
Wisconsin
|
$850K
|
+$10.7K
|
+70
|
+1%
|
|
|
2025
|
Titleist Capital
San Antonio,
Texas
|
$849K
|
-$26.7K
|
-175
|
-3%
|
|
