|
2001
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$592K
|
–
|
–
|
–
|
|
|
2002
|
Landscape Capital Management
Englewood,
New Jersey
|
$591K
|
–
|
–
|
–
|
|
|
2003
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$591K
|
+$312K
|
+600
|
+92%
|
|
|
2004
|
Aristotle Capital Management
Los Angeles,
California
|
$588K
|
+$75.4K
|
+145
|
+13%
|
|
|
2005
|
Fermata Advisors
Sonoma,
California
|
$586K
|
-$34.3K
|
-66
|
-5%
|
|
|
2006
|
Addison Capital
Conshohocken,
Pennsylvania
|
$582K
|
–
|
–
|
–
|
|
|
2007
|
Callan Capital
La Jolla,
California
|
$579K
|
+$287K
|
+551
|
+82%
|
|
|
2008
|
Waratah Capital Advisors
Toronto,
Ontario, Canada
|
$579K
|
+$638K
|
+1,227
|
New
|
|
|
2009
|
Atwood & Palmer
Kansas City,
Missouri
|
$578K
|
-$159K
|
-305
|
-20%
|
|
|
2010
|
Fulcrum Capital
Seattle,
Washington
|
$578K
|
-$10.4K
|
-20
|
-2%
|
|
|
2011
|
Gill Capital Partners
Denver,
Colorado
|
$577K
|
+$41.6K
|
+80
|
+7%
|
|
|
2012
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$575K
|
–
|
–
|
–
|
|
|
2013
|
Aviance Capital Partners
Naples,
Florida
|
$574K
|
+$21.3K
|
+41
|
+3%
|
|
|
2014
|
Pioneer Trust Bank
Salem,
Oregon
|
$572K
|
-$26K
|
-50
|
-4%
|
|
|
2015
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$572K
|
+$9.36K
|
+18
|
+1%
|
|
|
2016
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$570K
|
-$231K
|
-444
|
-27%
|
|
|
2017
|
Bangor Savings Bank
Bangor,
Maine
|
$570K
|
–
|
–
|
–
|
|
|
2018
|
Raub Brock Capital Management
Larkspur,
California
|
$568K
|
–
|
–
|
–
|
|
|
2019
|
Lowell Blake & Associates
Boston,
Massachusetts
|
$567K
|
–
|
–
|
–
|
|
|
2020
|
Montgomery Investment Management
Rockville,
Maryland
|
$567K
|
–
|
–
|
–
|
|
|
2021
|
Northside Capital Management
Hood River,
Oregon
|
$567K
|
–
|
–
|
–
|
|
|
2022
|
Parthenon LLC
Louisville,
Kentucky
|
$566K
|
–
|
–
|
–
|
|
|
2023
|
Activest Wealth Management
Aventure,
Florida
|
$566K
|
+$574K
|
+1,103
|
+1,161%
|
|
|
2024
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$565K
|
+$5.2K
|
+10
|
+0.8%
|
|
|
2025
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$564K
|
-$18.2K
|
-35
|
-3%
|
|
