|
2001
|
WestEnd Advisors
Charlotte,
North Carolina
|
$167K
|
–
|
–
|
–
|
|
|
2002
|
Centerpoint Advisors
Needham,
Massachusetts
|
$166K
|
-$7.66K
|
-44
|
-4%
|
|
|
2003
|
Credit Agricole
Montrouge Cedex,
France
|
$163K
|
-$75.1K
|
-431
|
-29%
|
|
|
2004
|
First Command Bank
Fort Worth,
Texas
|
$163K
|
+$25.3K
|
+145
|
+16%
|
|
|
2005
|
First Command Financial Services
Fort Worth,
Texas
|
$163K
|
+$25.3K
|
+145
|
+16%
|
|
|
2006
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$161K
|
-$4.01K
|
-23
|
-2%
|
|
|
2007
|
Horan Securities
Cincinnati,
United States
|
$159K
|
–
|
–
|
–
|
|
|
2008
|
Paloma Partners
Greenwich,
Connecticut
|
$155K
|
-$5.71M
|
-32,755
|
-97%
|
|
|
2009
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$154K
|
-$9.23K
|
-53
|
-5%
|
|
|
2010
|
Zions Bancorporation
Salt Lake City,
Utah
|
$151K
|
-$31.2K
|
-179
|
-16%
|
|
|
2011
|
Corsicana & Co
Corsicana,
Texas
|
$147K
|
–
|
–
|
–
|
|
|
2012
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$145K
|
+$161K
|
+922
|
New
|
|
|
2013
|
West Financial Advisors
Des Moines,
Iowa
|
$144K
|
–
|
–
|
–
|
|
|
2014
|
Tacita Capital
Toronto,
Ontario, Canada
|
$142K
|
–
|
–
|
–
|
|
|
2015
|
TimeScale Financial
Danvers,
Massachusetts
|
$142K
|
+$5.23K
|
+30
|
+3%
|
|
|
2016
|
AllSquare Wealth Management
Albany,
New York
|
$141K
|
–
|
–
|
–
|
|
|
2017
|
SOA Wealth Advisors
New York
|
$141K
|
–
|
–
|
–
|
|
|
2018
|
Global Financial Private Client
Sarasota,
Florida
|
$136K
|
–
|
–
|
–
|
|
|
2019
|
Highlander Capital Management
Short Hills,
New Jersey
|
$134K
|
–
|
–
|
–
|
|
|
2020
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$133K
|
-$3.07M
|
-17,636
|
-95%
|
|
|
2021
|
Oxler Private Wealth
Rye Brook,
New York
|
$131K
|
+$523
|
+3
|
+0.4%
|
|
|
2022
|
Riverview Trust Company
Vancouver,
Washington
|
$127K
|
-$39.2K
|
-225
|
-22%
|
|
|
2023
|
Glassman Wealth Services
Vienna,
Virginia
|
$127K
|
-$13.9K
|
-80
|
-9%
|
|
|
2024
|
|
$125K
|
–
|
–
|
–
|
|
|
2025
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$124K
|
-$107K
|
-613
|
-44%
|
|
