|
2001
|
BOK Financial Private Wealth
Denver,
Colorado
|
$67.8K
|
+$13.5K
|
+62
|
+23%
|
|
|
2002
|
Binnacle Investments
Urbandale,
Iowa
|
$67.7K
|
+$72K
|
+330
|
New
|
|
|
2003
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$66K
|
+$2.62K
|
+12
|
+4%
|
|
|
2004
|
Cove Street Capital
El Segundo,
California
|
$64.6K
|
–
|
–
|
–
|
|
|
2005
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$63.5K
|
+$24.9K
|
+114
|
+81%
|
|
|
2006
|
First Community Trust
Dubuque,
Iowa
|
$63.1K
|
–
|
–
|
–
|
|
|
2007
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$63K
|
+$11.6K
|
+53
|
+21%
|
|
|
2008
|
Bell Investment Advisors
Oakland,
California
|
$62.9K
|
+$2.18K
|
+10
|
+3%
|
|
|
2009
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$62K
|
-$8.73K
|
-40
|
-12%
|
|
|
2010
|
Crowley Wealth Management
Wilmington,
Delaware
|
$61.5K
|
–
|
–
|
–
|
|
|
2011
|
Hopwood Financial Services
Reston,
Virginia
|
$61.5K
|
–
|
–
|
–
|
|
|
2012
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$61.5K
|
–
|
–
|
–
|
|
|
2013
|
Reyes Financial Architecture
San Diego,
California
|
$61.5K
|
–
|
–
|
–
|
|
|
2014
|
Olistico Wealth
Tulsa,
Oklahoma
|
$61.3K
|
–
|
–
|
–
|
|
|
2015
|
Chilton Capital Management
Houston,
Texas
|
$60.3K
|
–
|
–
|
–
|
|
|
2016
|
Asset Planning Inc
Cypress,
California
|
$59.5K
|
–
|
–
|
–
|
|
|
2017
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$58.5K
|
+$12.4K
|
+57
|
+25%
|
|
|
2018
|
Salomon & Ludwin
Richmond,
Virginia
|
$58.2K
|
–
|
–
|
–
|
|
|
2019
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$58K
|
+$61.8K
|
+283
|
New
|
|
|
2020
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$56.8K
|
–
|
–
|
–
|
|
|
2021
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$56K
|
–
|
–
|
–
|
|
|
2022
|
Sittner & Nelson
Eugene,
Oregon
|
$55.6K
|
-$655
|
-3
|
-1%
|
|
|
2023
|
Barrett & Company
Providence,
Rhode Island
|
$54.3K
|
–
|
–
|
–
|
|
|
2024
|
High Note Wealth
Deephaven,
Minnesota
|
$52.9K
|
-$218
|
-1
|
-0.4%
|
|
|
2025
|
Saudi Central Bank
Riyadh,
Saudi Arabia
|
$52.5K
|
+$55.9K
|
+256
|
New
|
|
