|
2001
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$390K
|
+$11.7K
|
+291
|
+4%
|
|
|
2002
|
Corundum Group
Colorado Springs,
Colorado
|
$390K
|
+$21.3K
|
+529
|
+6%
|
|
|
2003
|
United Asset Strategies
Garden City,
New York
|
$389K
|
+$15.6K
|
+387
|
+4%
|
|
|
2004
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$387K
|
-$15.2K
|
-377
|
-4%
|
|
|
2005
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$387K
|
+$1.73K
|
+43
|
+0.5%
|
|
|
2006
|
Round Table Services
Westfield,
New Jersey
|
$386K
|
+$56.7K
|
+1,408
|
+18%
|
|
|
2007
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$385K
|
-$250K
|
-6,201
|
-41%
|
|
|
2008
|
Bellevue Asset Management
Bellevue,
Washington
|
$385K
|
–
|
–
|
–
|
|
|
2009
|
MV Capital Management
Bethesda,
Maryland
|
$385K
|
+$110K
|
+2,719
|
+43%
|
|
|
2010
|
Smith, Moore & Co
Clayton,
Missouri
|
$384K
|
+$13.7K
|
+341
|
+4%
|
|
|
2011
|
Financial Engines Advisors
Santa Clara,
California
|
$384K
|
+$365K
|
+9,063
|
New
|
|
|
2012
|
Allred Capital Management
Dallas,
Texas
|
$383K
|
-$846
|
-21
|
-0.2%
|
|
|
2013
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$382K
|
+$5.8K
|
+144
|
+2%
|
|
|
2014
|
Mather Group
Chicago,
Illinois
|
$381K
|
-$121
|
-3
|
-0%
|
|
|
2015
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$381K
|
+$40.3K
|
+1,000
|
+13%
|
|
|
2016
|
Silicon Valley Capital Partners
San Jose,
California
|
$381K
|
+$42K
|
+1,043
|
+13%
|
|
|
2017
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$380K
|
-$29.9K
|
-742
|
-8%
|
|
|
2018
|
Family Management
New York
|
$380K
|
-$20.1K
|
-498
|
-5%
|
|
|
2019
|
First Bank & Trust
Brookings,
South Dakota
|
$379K
|
+$11.6K
|
+289
|
+3%
|
|
|
2020
|
Delta Investment Management
San Francisco,
California
|
$378K
|
+$40
|
+1
|
+0%
|
|
|
2021
|
Security Asset Management
New York
|
$378K
|
+$524
|
+13
|
+0.1%
|
|
|
2022
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$378K
|
+$358K
|
+8,883
|
New
|
|
|
2023
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$378K
|
+$359K
|
+8,907
|
New
|
|
|
2024
|
Fermata Advisors
Sonoma,
California
|
$376K
|
+$94.9K
|
+2,356
|
+36%
|
|
|
2025
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$375K
|
-$13.4K
|
-333
|
-4%
|
|
