|
2001
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$1.65M
|
+$20.9K
|
+200
|
+1%
|
|
|
2002
|
Guinness Atkinson Asset Management
Pasadena,
California
|
$1.65M
|
-$111K
|
-1,064
|
-7%
|
|
|
2003
|
Beaton Management Company
Haverhill,
Massachusetts
|
$1.65M
|
–
|
–
|
–
|
|
|
2004
|
Monetta Financial Services
Wheaton,
Illinois
|
$1.64M
|
–
|
–
|
–
|
|
|
2005
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$1.64M
|
-$813K
|
-7,776
|
-36%
|
|
|
2006
|
Platform Technology Partners
New York
|
$1.64M
|
+$8.26K
|
+79
|
+0.6%
|
|
|
2007
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$1.64M
|
-$39.5K
|
-378
|
-3%
|
|
|
2008
|
US Asset Management LLC
Pittsburgh,
Pennsylvania
|
$1.63M
|
+$6.48K
|
+62
|
+0.4%
|
|
|
2009
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1.63M
|
+$75.8K
|
+725
|
+5%
|
|
|
2010
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.63M
|
+$69.7K
|
+666
|
+5%
|
|
|
2011
|
Michels Family Financial
Fort Worth,
Texas
|
$1.63M
|
-$199K
|
-1,905
|
-12%
|
|
|
2012
|
American Money Management
Rancho Santa Fe,
California
|
$1.63M
|
+$247K
|
+2,360
|
+20%
|
|
|
2013
|
Canal Capital Management
Richmond,
Virginia
|
$1.63M
|
+$10.4K
|
+99
|
+0.7%
|
|
|
2014
|
Eagle Wealth Advisors
Westport,
Connecticut
|
$1.63M
|
+$126K
|
+1,201
|
+9%
|
|
|
2015
|
Alliance Private Wealth
North Reading,
Massachusetts
|
$1.62M
|
-$85.8K
|
-820
|
-6%
|
|
|
2016
|
BOS Asset Management
Springfield,
Illinois
|
$1.62M
|
-$19.3K
|
-185
|
-1%
|
|
|
2017
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.62M
|
-$751K
|
-7,185
|
-34%
|
|
|
2018
|
Rogco LP
Claremore,
Oklahoma
|
$1.62M
|
+$71.3K
|
+682
|
+5%
|
|
|
2019
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$1.62M
|
-$10.4K
|
-99
|
-0.7%
|
|
|
2020
|
TritonPoint Partners
Chevy Chase,
Maryland
|
$1.61M
|
+$1.44M
|
+13,739
|
New
|
|
|
2021
|
Granite Islands Private Wealth
Guilford,
Connecticut
|
$1.61M
|
+$73K
|
+698
|
+5%
|
|
|
2022
|
High Net Worth Advisory Group
Naples,
Florida
|
$1.61M
|
+$2.09K
|
+20
|
+0.1%
|
|
|
2023
|
Tower Trust & Investment Company
Davenport,
Iowa
|
$1.61M
|
-$338K
|
-3,236
|
-19%
|
|
|
2024
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$1.6M
|
-$18.5K
|
-177
|
-1%
|
|
|
2025
|
MFA Wealth Services
Thousand Oaks,
California
|
$1.6M
|
-$54.1K
|
-517
|
-4%
|
|
