|
2001
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$161K
|
–
|
–
|
–
|
|
|
2002
|
AIA Investment Management
Singapore
|
$161K
|
+$11.7K
|
+140
|
+7%
|
|
|
2003
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$159K
|
+$8.51K
|
+102
|
+5%
|
|
|
2004
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$158K
|
-$5.76K
|
-69
|
-3%
|
|
|
2005
|
CVA Family Office
Denver,
Colorado
|
$151K
|
+$159K
|
+1,910
|
New
|
|
|
2006
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$149K
|
+$158K
|
+1,888
|
New
|
|
|
2007
|
McIlrath & Eck
Arlington,
Washington
|
$147K
|
+$83
|
+1
|
+0.1%
|
|
|
2008
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$143K
|
+$4.67K
|
+56
|
+3%
|
|
|
2009
|
Matthew Hamilton Rosenberg
|
$143K
|
+$151K
|
+1,806
|
New
|
|
|
2010
|
Centaurus Financial
Anaheim,
California
|
$142K
|
+$19.9K
|
+238
|
+15%
|
|
|
2011
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$139K
|
-$15.9K
|
-191
|
-10%
|
|
|
2012
|
Hanseatic Management Services
Albuquerque,
New Mexico
|
$139K
|
-$9.51K
|
-114
|
-6%
|
|
|
2013
|
Essex Investment Management
Boston,
Massachusetts
|
$136K
|
–
|
–
|
–
|
|
|
2014
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$135K
|
–
|
–
|
–
|
|
|
2015
|
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
|
$134K
|
–
|
–
|
–
|
|
|
2016
|
Global Financial Private Client
Sarasota,
Florida
|
$132K
|
+$13.2K
|
+158
|
+10%
|
|
|
2017
|
Silvant Capital Management
Atlanta,
Georgia
|
$131K
|
–
|
–
|
–
|
|
|
2018
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$130K
|
+$137K
|
+1,643
|
New
|
|
|
2019
|
Perkins Coie Trust Company
Seattle,
Washington
|
$129K
|
+$2.17K
|
+26
|
+2%
|
|
|
2020
|
Clearstead Trust
Portland,
Maine
|
$124K
|
-$31.3K
|
-375
|
-19%
|
|
|
2021
|
Cove Street Capital
El Segundo,
California
|
$118K
|
–
|
–
|
–
|
|
|
2022
|
Skye Global Management
West Palm Beach,
Florida
|
$118K
|
+$125K
|
+1,500
|
New
|
|
|
2023
|
Trust Company
Manhattan,
Kansas
|
$116K
|
-$35K
|
-420
|
-22%
|
|
|
2024
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$115K
|
–
|
–
|
–
|
|
|
2025
|
|
$113K
|
+$14K
|
+168
|
+13%
|
|
