|
2001
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$488K
|
–
|
–
|
–
|
|
|
2002
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$487K
|
–
|
–
|
–
|
|
|
2003
|
ProVise Management Group
Clearwater,
Florida
|
$487K
|
+$12.4K
|
+36
|
+3%
|
|
|
2004
|
DnB Asset Management
Oslo,
Norway
|
$486K
|
–
|
–
|
–
|
|
|
2005
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$486K
|
+$5.77M
|
+16,697
|
+1,121%
|
|
|
2006
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$485K
|
-$5.18K
|
-15
|
-1%
|
|
|
2007
|
Clear Creek Financial Management
Silverdale,
Washington
|
$484K
|
-$691
|
-2
|
-0.2%
|
|
|
2008
|
TCFG Wealth Management
Laguna Niguel,
California
|
$484K
|
+$428K
|
+1,238
|
New
|
|
|
2009
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$483K
|
–
|
–
|
–
|
|
|
2010
|
North Star Asset Management
Neenah,
Wisconsin
|
$483K
|
-$8.63K
|
-25
|
-2%
|
|
|
2011
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$483K
|
–
|
–
|
–
|
|
|
2012
|
Boston Trust Walden
Boston,
Massachusetts
|
$483K
|
-$104K
|
-300
|
-20%
|
|
|
2013
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$483K
|
+$24.5K
|
+71
|
+6%
|
|
|
2014
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$482K
|
+$44.9K
|
+130
|
+12%
|
|
|
2015
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$482K
|
+$62.5K
|
+181
|
+17%
|
|
|
2016
|
Trustco Bank (New York)
Albany,
New York
|
$481K
|
–
|
–
|
–
|
|
|
2017
|
Iconiq Capital
San Francisco,
California
|
$481K
|
+$425K
|
+1,231
|
New
|
|
|
2018
|
Machina Capital
Paris,
France
|
$481K
|
+$425K
|
+1,231
|
New
|
|
|
2019
|
Philip James Wealth Mangement
Milton,
Georgia
|
$481K
|
+$425K
|
+1,231
|
New
|
|
|
2020
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$481K
|
-$29.4K
|
-85
|
-6%
|
|
|
2021
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$481K
|
-$10K
|
-29
|
-2%
|
|
|
2022
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$479K
|
+$9.67K
|
+28
|
+2%
|
|
|
2023
|
BOK Financial Private Wealth
Denver,
Colorado
|
$478K
|
+$260K
|
+754
|
+161%
|
|
|
2024
|
Indie Asset Partners
Carmel,
Indiana
|
$478K
|
-$4.83K
|
-14
|
-1%
|
|
|
2025
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$476K
|
-$18.3K
|
-53
|
-4%
|
|
