|
2001
|
First Western Trust Bank
Denver,
Colorado
|
$1.81M
|
+$1.64M
|
+5,056
|
New
|
|
|
2002
|
Galibier Capital Management
Toronto,
Ontario, Canada
|
$1.81M
|
–
|
–
|
–
|
|
|
2003
|
M&G Investment Management
London,
United Kingdom
|
$1.8M
|
-$76.7K
|
-237
|
-4%
|
|
|
2004
|
Regent Investment Management
Louisville,
Kentucky
|
$1.8M
|
-$24.3K
|
-75
|
-1%
|
|
|
2005
|
Stewart & Patten Company
Lafayette,
California
|
$1.8M
|
–
|
–
|
–
|
|
|
2006
|
Bath Savings Trust
Bath,
Maine
|
$1.8M
|
–
|
–
|
–
|
|
|
2007
|
Credit Agricole
Montrouge Cedex,
France
|
$1.8M
|
-$614K
|
-1,899
|
-27%
|
|
|
2008
|
Penobscot Investment Management
Boston,
Massachusetts
|
$1.8M
|
+$27.5K
|
+85
|
+2%
|
|
|
2009
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$1.8M
|
+$14.6K
|
+45
|
+0.9%
|
|
|
2010
|
Artemis Wealth Advisors
New York
|
$1.8M
|
–
|
–
|
–
|
|
|
2011
|
Quattro Financial Advisors
The Woodlands,
Texas
|
$1.79M
|
–
|
–
|
–
|
|
|
2012
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$1.79M
|
+$1.64M
|
+5,060
|
New
|
|
|
2013
|
Banco BTG Pactual
Rio De Janeiro,
Brazil
|
$1.78M
|
+$1.63M
|
+5,051
|
New
|
|
|
2014
|
G2 Capital Management
Columbus,
Ohio
|
$1.78M
|
-$129K
|
-400
|
-7%
|
|
|
2015
|
L.J. Altfest & Co
New York
|
$1.78M
|
+$13.9K
|
+43
|
+0.9%
|
|
|
2016
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$1.78M
|
+$1.63M
|
+5,033
|
New
|
|
|
2017
|
Ballast Inc
Lexington,
Kentucky
|
$1.77M
|
+$10K
|
+31
|
+0.6%
|
|
|
2018
|
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
|
$1.77M
|
+$1.62M
|
+5,017
|
New
|
|
|
2019
|
Pegasus Partners
Mequon,
Wisconsin
|
$1.77M
|
-$411K
|
-1,271
|
-20%
|
|
|
2020
|
&Partners
Nashville,
Tennessee
|
$1.77M
|
+$55.3K
|
+171
|
+4%
|
|
|
2021
|
National Wealth Management Group
Cincinnati,
Ohio
|
$1.77M
|
-$5.17K
|
-16
|
-0.3%
|
|
|
2022
|
HeadInvest LLC
Portland,
Maine
|
$1.76M
|
+$7.44K
|
+23
|
+0.5%
|
|
|
2023
|
Bank of the West
Monterey Park,
California
|
$1.76M
|
-$102K
|
-315
|
-6%
|
|
|
2024
|
|
$1.75M
|
-$9.78M
|
-30,239
|
-86%
|
|
|
2025
|
Schnieders Capital Management
Pasadena,
California
|
$1.75M
|
-$89K
|
-275
|
-5%
|
|
