|
2001
|
Pingora Partners
Wilson,
Wyoming
|
$157K
|
–
|
–
|
–
|
|
|
2002
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$152K
|
+$141
|
+1
|
+0.1%
|
|
|
2003
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$151K
|
-$7.04K
|
-50
|
-5%
|
|
|
2004
|
|
$150K
|
–
|
–
|
–
|
|
|
2005
|
Wilkerson Advisory Group
Columbia,
Missouri
|
$149K
|
-$115K
|
-817
|
-44%
|
|
|
2006
|
Dorato Capital Management
Denver,
Colorado
|
$149K
|
–
|
–
|
–
|
|
|
2007
|
Blume Capital Management
Berkeley,
California
|
$143K
|
–
|
–
|
–
|
|
|
2008
|
Burnham & Co
Grand Rapids,
Michigan
|
$143K
|
+$141K
|
+1,000
|
New
|
|
|
2009
|
Pacifica Partners
Surrey,
Canada
|
$141K
|
–
|
–
|
–
|
|
|
2010
|
Gunpowder Capital Management
Towson,
Maryland
|
$136K
|
–
|
–
|
–
|
|
|
2011
|
Continuum Advisory
Eagle,
Idaho
|
$132K
|
+$130K
|
+921
|
New
|
|
|
2012
|
Bellevue Asset Management
Bellevue,
Washington
|
$130K
|
+$985
|
+7
|
+0.8%
|
|
|
2013
|
Caldwell Sutter Capital
Sausalito,
California
|
$126K
|
–
|
–
|
–
|
|
|
2014
|
|
$125K
|
+$123K
|
+872
|
New
|
|
|
2015
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$125K
|
+$422
|
+3
|
+0.3%
|
|
|
2016
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$121K
|
–
|
–
|
–
|
|
|
2017
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$121K
|
-$45K
|
-320
|
-27%
|
|
|
2018
|
SIMA Wealth Partners
North Chesterfield,
Virginia
|
$118K
|
–
|
–
|
–
|
|
|
2019
|
Bank & Trust Company
Litchfield,
Illinois
|
$115K
|
–
|
–
|
–
|
|
|
2020
|
Broadwater Capital
Boston,
Massachusetts
|
$115K
|
–
|
–
|
–
|
|
|
2021
|
Archer Investment Corporation
Carmel,
Indiana
|
$114K
|
+$34.9K
|
+248
|
+45%
|
|
|
2022
|
Volterra Technologies
New York
|
$113K
|
-$254K
|
-1,807
|
-70%
|
|
|
2023
|
Fairscale Capital
Nashua,
New Hampshire
|
$113K
|
–
|
–
|
–
|
|
|
2024
|
PFS Partners
Mine Hill,
New Jersey
|
$111K
|
+$70.5K
|
+501
|
+182%
|
|
|
2025
|
Axxion S.A.
Grevenmacher,
Luxembourg
|
$111K
|
+$109K
|
+773
|
New
|
|
