|
2001
|
Harvey Investment Company
Louisville,
Kentucky
|
$565K
|
–
|
–
|
–
|
|
|
2002
|
BankPlus Wealth Management
Jackson,
Mississippi
|
$563K
|
+$87.4K
|
+813
|
+17%
|
|
|
2003
|
Horizon Kinetics Asset Management
New York
|
$563K
|
–
|
–
|
–
|
|
|
2004
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$560K
|
-$32.1K
|
-299
|
-5%
|
|
|
2005
|
PFG Private Wealth Management
Lutz,
Florida
|
$557K
|
+$567K
|
+5,276
|
+1,430%
|
|
|
2006
|
Grant Private Wealth Management
Pleasanton,
California
|
$557K
|
-$22.9K
|
-213
|
-4%
|
|
|
2007
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$556K
|
-$11.4K
|
-106
|
-2%
|
|
|
2008
|
Hemington Wealth Management
Falls Church,
Virginia
|
$555K
|
+$11.3K
|
+105
|
+2%
|
|
|
2009
|
Northstar Advisory Group
Northfield,
New Jersey
|
$555K
|
+$604K
|
+5,623
|
New
|
|
|
2010
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$555K
|
-$34K
|
-316
|
-5%
|
|
|
2011
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$554K
|
–
|
–
|
–
|
|
|
2012
|
First United Bank & Trust
Oakland,
Maryland
|
$554K
|
-$69.5K
|
-647
|
-10%
|
|
|
2013
|
LSV Asset Management
Chicago,
Illinois
|
$553K
|
–
|
–
|
–
|
|
|
2014
|
Novare Capital Management
Charlotte,
North Carolina
|
$553K
|
-$30.3K
|
-282
|
-5%
|
|
|
2015
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$551K
|
–
|
–
|
–
|
|
|
2016
|
Financial Perspectives
Minneapolis,
Minnesota
|
$551K
|
-$34.7K
|
-323
|
-5%
|
|
|
2017
|
Landaas & Company
Milwaukee,
Wisconsin
|
$551K
|
+$322
|
+3
|
+0.1%
|
|
|
2018
|
Oslo Pensjonsforsikring
Oslo,
|
$551K
|
-$29.2K
|
-272
|
-5%
|
|
|
2019
|
Neumann Capital Management
Foster City,
California
|
$549K
|
+$21.5K
|
+200
|
+4%
|
|
|
2020
|
Lakeshore Capital Group
Rolling Meadows,
Illinois
|
$549K
|
+$9.99K
|
+93
|
+2%
|
|
|
2021
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$548K
|
-$60.2K
|
-560
|
-9%
|
|
|
2022
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$547K
|
-$3.65K
|
-34
|
-0.6%
|
|
|
2023
|
Hollencrest Capital Management
Newport Beach,
California
|
$547K
|
-$134K
|
-1,245
|
-18%
|
|
|
2024
|
Clean Yield Group
Norwich,
Vermont
|
$547K
|
+$26.9K
|
+250
|
+5%
|
|
|
2025
|
Cozad Asset Management
Champaign,
Illinois
|
$546K
|
-$86.7K
|
-807
|
-13%
|
|
