|
2001
|
Peterson Wealth Services
South Ogden,
Utah
|
$177K
|
–
|
–
|
–
|
|
|
2002
|
Meramec Financial Planners
Saint Louis,
Missouri
|
$176K
|
–
|
–
|
–
|
|
|
2003
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$175K
|
+$150K
|
+700
|
New
|
|
|
2004
|
Fountainhead AM
Warren,
New Jersey
|
$175K
|
-$855
|
-4
|
-0.5%
|
|
|
2005
|
|
$174K
|
-$18.8K
|
-88
|
-10%
|
|
|
2006
|
Asset Dedication LLC
San Francisco,
California
|
$169K
|
-$12.8K
|
-60
|
-7%
|
|
|
2007
|
McDonald Partners
Cleveland,
Ohio
|
$168K
|
+$161K
|
+752
|
New
|
|
|
2008
|
Avion Wealth
The Woodlands,
Texas
|
$166K
|
+$9.83K
|
+46
|
+7%
|
|
|
2009
|
Field & Main Bank
Henderson,
Kentucky
|
$165K
|
-$3.21K
|
-15
|
-2%
|
|
|
2010
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$161K
|
-$26.7K
|
-125
|
-15%
|
|
|
2011
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$160K
|
–
|
–
|
–
|
|
|
2012
|
Crews Bank & Trust
Wauchula,
Florida
|
$160K
|
–
|
–
|
–
|
|
|
2013
|
IFS Advisors
Overland Park,
Kansas
|
$155K
|
–
|
–
|
–
|
|
|
2014
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$153K
|
–
|
–
|
–
|
|
|
2015
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$152K
|
-$7.05K
|
-33
|
-5%
|
|
|
2016
|
Essex Investment Management
Boston,
Massachusetts
|
$152K
|
-$855
|
-4
|
-0.6%
|
|
|
2017
|
TrustBank
Olney,
Illinois
|
$151K
|
–
|
–
|
–
|
|
|
2018
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$149K
|
-$190K
|
-888
|
-57%
|
|
|
2019
|
|
$148K
|
–
|
–
|
–
|
|
|
2020
|
S&T Bank
Indiana,
Pennsylvania
|
$145K
|
–
|
–
|
–
|
|
|
2021
|
Archer Investment Corporation
Carmel,
Indiana
|
$144K
|
–
|
–
|
–
|
|
|
2022
|
Murphy & Mullick Capital Management
Smithtown,
New York
|
$144K
|
–
|
–
|
–
|
|
|
2023
|
Sittner & Nelson
Eugene,
Oregon
|
$140K
|
–
|
–
|
–
|
|
|
2024
|
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
|
$139K
|
+$21.4K
|
+100
|
+19%
|
|
|
2025
|
Godfrey Financial Associates
Glenmont,
New York
|
$138K
|
+$3.42K
|
+16
|
+3%
|
|
