|
2001
|
Forefront Wealth Management
Malvern,
Pennsylvania
|
$1.21M
|
-$332K
|
-1,091
|
-22%
|
|
|
2002
|
AMI Asset Management
Los Angeles,
California
|
$1.21M
|
+$154K
|
+505
|
+15%
|
|
|
2003
|
Breakwater Capital Group
Paramus,
New Jersey
|
$1.21M
|
+$1.16M
|
+3,818
|
New
|
|
|
2004
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$1.2M
|
-$14.3K
|
-47
|
-1%
|
|
|
2005
|
Mystic Asset Management
Warwick,
Rhode Island
|
$1.2M
|
+$8.22K
|
+27
|
+0.7%
|
|
|
2006
|
German American Bancorp
Jasper,
Indiana
|
$1.2M
|
-$62.8K
|
-206
|
-5%
|
|
|
2007
|
Pacer Advisors
Malvern,
Pennsylvania
|
$1.2M
|
-$5.89M
|
-19,345
|
-84%
|
|
|
2008
|
Tradition Wealth Management
Edina,
Minnesota
|
$1.2M
|
+$7.92K
|
+26
|
+0.7%
|
|
|
2009
|
One Plus One Wealth Management
Jupiter,
Florida
|
$1.2M
|
-$14.3K
|
-47
|
-1%
|
|
|
2010
|
Fairbanks Capital Management
Rancho Santa Fe,
California
|
$1.19M
|
-$4.57K
|
-15
|
-0.4%
|
|
|
2011
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$1.19M
|
+$138K
|
+453
|
+14%
|
|
|
2012
|
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
$1.19M
|
+$12.2K
|
+40
|
+1%
|
|
|
2013
|
BOS Asset Management
Springfield,
Illinois
|
$1.19M
|
+$1.15M
|
+3,774
|
New
|
|
|
2014
|
Alera Investment Advisors
Deerfield,
Illinois
|
$1.19M
|
-$53K
|
-174
|
-4%
|
|
|
2015
|
Merrion Investment Management
Cranford,
New Jersey
|
$1.19M
|
–
|
–
|
–
|
|
|
2016
|
Nichols & Pratt Advisers
Boston,
Massachusetts
|
$1.19M
|
-$65.8K
|
-216
|
-5%
|
|
|
2017
|
Verition Fund Management
Greenwich,
Connecticut
|
$1.18M
|
-$4.05M
|
-13,303
|
-78%
|
|
|
2018
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$1.18M
|
+$32.9K
|
+108
|
+3%
|
|
|
2019
|
Woodward Diversified Capital
Bakersfield,
California
|
$1.18M
|
-$129K
|
-425
|
-10%
|
|
|
2020
|
Lincoln Capital
Lincoln,
Nebraska
|
$1.18M
|
-$48.1K
|
-158
|
-4%
|
|
|
2021
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$1.18M
|
-$110K
|
-361
|
-9%
|
|
|
2022
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$1.18M
|
-$49K
|
-161
|
-4%
|
|
|
2023
|
Cobblestone Capital Advisors
Rochester,
New York
|
$1.18M
|
-$8.53K
|
-28
|
-0.7%
|
|
|
2024
|
West Bancorporation
West Des Moines,
Iowa
|
$1.17M
|
-$91.1K
|
-299
|
-7%
|
|
|
2025
|
First Financial Corp
Terre Haute,
Indiana
|
$1.17M
|
-$35K
|
-115
|
-3%
|
|
