|
2001
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$47K
|
-$19.9K
|
-820
|
-37%
|
|
|
2002
|
Eukles Asset Management
Cincinnati,
Ohio
|
$47K
|
–
|
–
|
–
|
|
|
2003
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$46.9K
|
+$3.34K
|
+138
|
+8%
|
|
|
2004
|
Perkins Coie Trust Company
Seattle,
Washington
|
$46.1K
|
-$2.52K
|
-104
|
-7%
|
|
|
2005
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$46K
|
–
|
–
|
–
|
|
|
2006
|
Evermay Wealth Management
Arlington,
Virginia
|
$45K
|
-$485
|
-20
|
-1%
|
|
|
2007
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$44.5K
|
–
|
–
|
–
|
|
|
2008
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$44K
|
–
|
–
|
–
|
|
|
2009
|
Finley Financial
Las Vegas,
Nevada
|
$43.1K
|
–
|
–
|
–
|
|
|
2010
|
Main Street Group
Glen Allen,
Virginia
|
$42.5K
|
+$2.42K
|
+100
|
+9%
|
|
|
2011
|
Cetera Trust Company
St. Paul,
Minnesota
|
$41.9K
|
–
|
–
|
–
|
|
|
2012
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$41.9K
|
-$330K
|
-13,619
|
-92%
|
|
|
2013
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
|
$41.3K
|
–
|
–
|
–
|
|
|
2014
|
Swan Capital
Pensacola,
Florida
|
$41.1K
|
-$2.01K
|
-83
|
-6%
|
|
|
2015
|
Atwood & Palmer
Kansas City,
Missouri
|
$40.3K
|
-$4.82K
|
-199
|
-14%
|
|
|
2016
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$40.3K
|
–
|
–
|
–
|
|
|
2017
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$40.3K
|
–
|
–
|
–
|
|
|
2018
|
Parvin Asset Management
Sioux Falls,
South Dakota
|
$40.2K
|
-$240K
|
-9,916
|
-89%
|
|
|
2019
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$40.2K
|
+$1.65K
|
+68
|
+6%
|
|
|
2020
|
Battery Global Advisors
Boston,
Massachusetts
|
$40.2K
|
–
|
–
|
–
|
|
|
2021
|
Canton Hathaway
Providence,
Rhode Island
|
$40K
|
–
|
–
|
–
|
|
|
2022
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$39.4K
|
+$19.4K
|
+800
|
+214%
|
|
|
2023
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$39.3K
|
-$1.21K
|
-50
|
-4%
|
|
|
2024
|
Creekmur Asset Management
Morton,
Illinois
|
$39.2K
|
+$388
|
+16
|
+1%
|
|
|
2025
|
Kimelman & Baird
New York
|
$39.2K
|
–
|
–
|
–
|
|
