|
2001
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$449K
|
-$178K
|
-5,182
|
-28%
|
|
|
2002
|
Alpha Paradigm Partners
Chicago,
Illinois
|
$449K
|
+$467K
|
+13,551
|
New
|
|
|
2003
|
E Fund Management
Guangzhou,
China
|
$448K
|
-$17.7K
|
-514
|
-4%
|
|
|
2004
|
Orleans Capital Management
Mandeville,
Louisiana
|
$448K
|
-$517
|
-15
|
-0.1%
|
|
|
2005
|
Angeles Wealth Management
Santa Monica,
California
|
$445K
|
+$142K
|
+4,113
|
+44%
|
|
|
2006
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$445K
|
+$3.79K
|
+110
|
+0.8%
|
|
|
2007
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$443K
|
-$2.69K
|
-78
|
-0.6%
|
|
|
2008
|
Addison Advisors
Middlebury,
Vermont
|
$442K
|
+$8.54K
|
+248
|
+2%
|
|
|
2009
|
Vance Wealth
Santa Clarita,
California
|
$442K
|
+$69
|
+2
|
+0%
|
|
|
2010
|
Blossom Wealth Management
San Ramon, Ca,
California
|
$442K
|
+$21K
|
+611
|
+5%
|
|
|
2011
|
Brandywine Trust
Hockessin,
Delaware
|
$441K
|
–
|
–
|
–
|
|
|
2012
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$441K
|
+$459K
|
+13,324
|
New
|
|
|
2013
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$440K
|
-$268K
|
-7,775
|
-37%
|
|
|
2014
|
&Partners
Nashville,
Tennessee
|
$440K
|
-$17.1K
|
-497
|
-4%
|
|
|
2015
|
Integrity Financial
Cheyenne,
Wyoming
|
$440K
|
-$2.96K
|
-86
|
-0.6%
|
|
|
2016
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$438K
|
-$42.9K
|
-1,245
|
-11%
|
|
|
2017
|
Hoese & Co
Glencoe,
Minnesota
|
$438K
|
–
|
–
|
–
|
|
|
2018
|
Kapstone Financial Advisors
Lebanon,
Ohio
|
$438K
|
+$418K
|
+12,122
|
New
|
|
|
2019
|
Mountain Pacific Investment Advisers
Boise,
Idaho
|
$437K
|
-$6.89K
|
-200
|
-1%
|
|
|
2020
|
Pictet Bank & Trust
Nassau,
Bahamas
|
$436K
|
-$22.2K
|
-645
|
-5%
|
|
|
2021
|
VeraBank
Henderson,
Texas
|
$434K
|
–
|
–
|
–
|
|
|
2022
|
First Western Trust Bank
Denver,
Colorado
|
$433K
|
+$1.27K
|
+37
|
+0.3%
|
|
|
2023
|
Lantz Financial
Naperville,
Illinois
|
$432K
|
+$24.1K
|
+700
|
+6%
|
|
|
2024
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$432K
|
+$1.52K
|
+44
|
+0.3%
|
|
|
2025
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$432K
|
-$16.3K
|
-472
|
-3%
|
|
