|
2001
|
Payden & Rygel
Los Angeles,
California
|
$547K
|
–
|
–
|
–
|
|
|
2002
|
R.W. Roge & Company
Bohemia,
New York
|
$547K
|
–
|
–
|
–
|
|
|
2003
|
Libra Wealth
Los Gatos,
California
|
$547K
|
–
|
–
|
–
|
|
|
2004
|
Orleans Capital Management
Mandeville,
Louisiana
|
$547K
|
–
|
–
|
–
|
|
|
2005
|
Planned Solutions
Folsom,
California
|
$546K
|
+$2.02K
|
+6
|
+0.4%
|
|
|
2006
|
Saturna Capital
Bellingham,
Washington
|
$543K
|
+$136K
|
+405
|
+34%
|
|
|
2007
|
Perennial Investment Advisors
Los Angeles,
California
|
$540K
|
+$51.1K
|
+152
|
+11%
|
|
|
2008
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$540K
|
+$9.42K
|
+28
|
+2%
|
|
|
2009
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$540K
|
+$164K
|
+489
|
+45%
|
|
|
2010
|
Piedmont Capital Management (North Carolina)
Greensboro,
North Carolina
|
$539K
|
–
|
–
|
–
|
|
|
2011
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
$539K
|
–
|
–
|
–
|
|
|
2012
|
Capstone Investment Advisors
New York
|
$539K
|
+$133K
|
+395
|
+33%
|
|
|
2013
|
SCS Capital Management
Boston,
Massachusetts
|
$538K
|
-$94.9K
|
-282
|
-15%
|
|
|
2014
|
BlackDiamond Wealth Management
New York
|
$536K
|
+$79K
|
+235
|
+18%
|
|
|
2015
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$536K
|
–
|
–
|
–
|
|
|
2016
|
Quantessence Capital
New York
|
$536K
|
+$527K
|
+1,567
|
New
|
|
|
2017
|
Chapin Davis
Baltimore,
Maryland
|
$535K
|
-$2.02K
|
-6
|
-0.4%
|
|
|
2018
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$535K
|
+$181K
|
+539
|
+53%
|
|
|
2019
|
AdvisorShares Investments
Bethesda,
Maryland
|
$534K
|
-$101K
|
-300
|
-16%
|
|
|
2020
|
Breakwater Capital Group
Paramus,
New Jersey
|
$534K
|
–
|
–
|
–
|
|
|
2021
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$532K
|
–
|
–
|
–
|
|
|
2022
|
Cedar Cove Wealth Partners
Bloomington,
Minnesota
|
$531K
|
-$28.3K
|
-84
|
-5%
|
|
|
2023
|
Builder Investment Group
Atlanta,
Georgia
|
$530K
|
–
|
–
|
–
|
|
|
2024
|
Intesa Sanpaolo Wealth Management
Ville De Luxembourg,
|
$528K
|
-$168K
|
-500
|
-24%
|
|
|
2025
|
LeConte Wealth Management
Maryville,
Tennessee
|
$528K
|
+$16.8K
|
+50
|
+3%
|
|
