|
2001
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$186K
|
+$165K
|
+902
|
New
|
|
|
2002
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$184K
|
+$6.97K
|
+38
|
+4%
|
|
|
2003
|
Kelly Financial Services
Braintree,
Massachusetts
|
$179K
|
+$183
|
+1
|
+0.1%
|
|
|
2004
|
Covestor
London,
United Kingdom
|
$176K
|
+$11.4K
|
+62
|
+8%
|
|
|
2005
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$175K
|
+$9.54K
|
+52
|
+7%
|
|
|
2006
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$168K
|
+$150K
|
+817
|
New
|
|
|
2007
|
Caldwell Sutter Capital
Sausalito,
California
|
$165K
|
-$1.83K
|
-10
|
-1%
|
|
|
2008
|
|
$165K
|
–
|
–
|
–
|
|
|
2009
|
Webster Bank
Waterbury,
Connecticut
|
$165K
|
–
|
–
|
–
|
|
|
2010
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$165K
|
+$41.5K
|
+226
|
+40%
|
|
|
2011
|
Continuum Advisory
Eagle,
Idaho
|
$163K
|
-$168K
|
-913
|
-54%
|
|
|
2012
|
Centennial Bank
Conway,
Arkansas
|
$159K
|
+$18.3K
|
+100
|
+15%
|
|
|
2013
|
Pathway Financial Advisers
Auburn,
Indiana
|
$158K
|
+$25.5K
|
+139
|
+22%
|
|
|
2014
|
Aspire Private Capital
Cornelius,
North Carolina
|
$157K
|
+$8.44K
|
+46
|
+6%
|
|
|
2015
|
Paloma Partners
Greenwich,
Connecticut
|
$156K
|
+$139K
|
+757
|
New
|
|
|
2016
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$156K
|
–
|
–
|
–
|
|
|
2017
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$156K
|
–
|
–
|
–
|
|
|
2018
|
Silicon Valley Capital Partners
San Jose,
California
|
$156K
|
+$69.7K
|
+380
|
+101%
|
|
|
2019
|
Frazier Financial Advisors
Columbus,
Ohio
|
$153K
|
+$4.04K
|
+22
|
+3%
|
|
|
2020
|
Hilltop National Bank
Casper,
Wyoming
|
$151K
|
+$135K
|
+734
|
New
|
|
|
2021
|
Arlington Trust
Birmingham,
Alabama
|
$150K
|
-$8.81K
|
-48
|
-6%
|
|
|
2022
|
Bruce G. Allen Investments
Denver,
Colorado
|
$148K
|
-$29.7K
|
-162
|
-18%
|
|
|
2023
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$145K
|
+$183
|
+1
|
+0.1%
|
|
|
2024
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$144K
|
+$55K
|
+300
|
+75%
|
|
|
2025
|
Ransom Advisory
Providence,
Rhode Island
|
$144K
|
+$128K
|
+700
|
New
|
|
