|
2001
|
Nomura Holdings
Tokyo,
Japan
|
$270K
|
-$10.9M
|
-44,649
|
-98%
|
|
|
2002
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$269K
|
-$4.9K
|
-20
|
-2%
|
|
|
2003
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$269K
|
+$24.5K
|
+100
|
+10%
|
|
|
2004
|
BCK Partners
Corning,
New York
|
$268K
|
–
|
–
|
–
|
|
|
2005
|
Payden & Rygel
Los Angeles,
California
|
$268K
|
–
|
–
|
–
|
|
|
2006
|
Venturi Wealth Management
Austin,
Texas
|
$267K
|
–
|
–
|
–
|
|
|
2007
|
Sovereign Financial Group
Stamford,
Connecticut
|
$267K
|
+$8.82K
|
+36
|
+3%
|
|
|
2008
|
First Community Trust
Dubuque,
Iowa
|
$266K
|
–
|
–
|
–
|
|
|
2009
|
Five Oceans Advisors
Santa Monica,
California
|
$266K
|
+$13.5K
|
+55
|
+5%
|
|
|
2010
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$265K
|
–
|
–
|
–
|
|
|
2011
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$265K
|
–
|
–
|
–
|
|
|
2012
|
Versant Capital Management
Phoenix,
Arizona
|
$265K
|
–
|
–
|
–
|
|
|
2013
|
MBB Public Markets
Chicago,
Illinois
|
$264K
|
+$266K
|
+1,084
|
New
|
|
|
2014
|
OneAscent Financial Services
Birmingham,
Alabama
|
$264K
|
+$266K
|
+1,085
|
New
|
|
|
2015
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$263K
|
–
|
–
|
–
|
|
|
2016
|
RBC Europe
London,
United Kingdom
|
$262K
|
–
|
–
|
–
|
|
|
2017
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$262K
|
+$490
|
+2
|
+0.2%
|
|
|
2018
|
Gray Wealth Management
Bangor,
Maine
|
$262K
|
+$490
|
+2
|
+0.2%
|
|
|
2019
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$261K
|
–
|
–
|
–
|
|
|
2020
|
ASB Consultores
Aventura,
Florida
|
$260K
|
-$46.3K
|
-189
|
-15%
|
|
|
2021
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$260K
|
+$1.47K
|
+6
|
+0.6%
|
|
|
2022
|
Lakeside Advisors
Seattle,
Washington
|
$260K
|
+$28.4K
|
+116
|
+12%
|
|
|
2023
|
LCM Capital Management
Chicago,
Illinois
|
$259K
|
–
|
–
|
–
|
|
|
2024
|
Altshuler Shaham
Tel Aviv,
Israel
|
$258K
|
+$169K
|
+691
|
+187%
|
|
|
2025
|
PRW Wealth Management
Quincy,
Massachusetts
|
$257K
|
–
|
–
|
–
|
|
