|
2001
|
Bank of Marin
Novato,
California
|
$545K
|
+$565K
|
+2,494
|
New
|
|
|
2002
|
Pathstone Family Office
Englewood,
New Jersey
|
$544K
|
-$10.9K
|
-48
|
-2%
|
|
|
2003
|
Allied Investment Advisors
Billings,
Montana
|
$543K
|
-$52.1K
|
-230
|
-8%
|
|
|
2004
|
Highland Private Wealth Management
Bellevue,
Washington
|
$543K
|
-$4.53K
|
-20
|
-0.8%
|
|
|
2005
|
Krane Funds Advisors
New York
|
$543K
|
+$46.9K
|
+207
|
+9%
|
|
|
2006
|
Watchman Group
Plano,
Texas
|
$541K
|
+$561K
|
+2,478
|
New
|
|
|
2007
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$540K
|
-$7.25K
|
-32
|
-1%
|
|
|
2008
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$539K
|
+$28.1K
|
+124
|
+5%
|
|
|
2009
|
Silicon Valley Capital Partners
San Jose,
California
|
$537K
|
+$3.62K
|
+16
|
+0.7%
|
|
|
2010
|
Wambolt & Associates
Littleton,
Colorado
|
$537K
|
+$11.3K
|
+50
|
+2%
|
|
|
2011
|
Horizon Bancorp
Michigan City,
Indiana
|
$537K
|
+$557K
|
+2,460
|
New
|
|
|
2012
|
GQ Asset Management
New York City,
New York
|
$535K
|
+$168K
|
+740
|
+43%
|
|
|
2013
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$533K
|
–
|
–
|
–
|
|
|
2014
|
Starfire Investment Advisers
Southfield,
Michigan
|
$531K
|
–
|
–
|
–
|
|
|
2015
|
Wellington Shields & Co
New York
|
$531K
|
+$550K
|
+2,430
|
New
|
|
|
2016
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$530K
|
-$102K
|
-449
|
-16%
|
|
|
2017
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$528K
|
-$37.8K
|
-167
|
-6%
|
|
|
2018
|
Alyeska Investment Group
Chicago,
Illinois
|
$526K
|
+$192K
|
+849
|
+54%
|
|
|
2019
|
HWG Holdings
Houston,
Texas
|
$525K
|
-$158K
|
-696
|
-22%
|
|
|
2020
|
Tuscan Ridge Asset Management
Chicago,
Illinois
|
$524K
|
-$679K
|
-3,000
|
-56%
|
|
|
2021
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$523K
|
+$542K
|
+2,395
|
New
|
|
|
2022
|
Ranch Capital Advisors
Sarasota,
Florida
|
$522K
|
-$11.3K
|
-50
|
-2%
|
|
|
2023
|
|
$521K
|
+$19.7K
|
+87
|
+4%
|
|
|
2024
|
LVW Advisors
Pittsford,
New York
|
$521K
|
+$21.1K
|
+93
|
+4%
|
|
|
2025
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$520K
|
-$17.2K
|
-76
|
-3%
|
|
