|
2001
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$71K
|
–
|
–
|
–
|
|
|
2002
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$71K
|
+$70.7K
|
+350
|
New
|
|
|
2003
|
Arrow Financial
Glens Falls,
New York
|
$69.6K
|
–
|
–
|
–
|
|
|
2004
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$68.6K
|
+$606
|
+3
|
+0.9%
|
|
|
2005
|
WealthCollab
Bellevue,
Washington
|
$68.4K
|
–
|
–
|
–
|
|
|
2006
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$68K
|
-$13.1K
|
-65
|
-16%
|
|
|
2007
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$67K
|
-$86.7K
|
-429
|
-56%
|
|
|
2008
|
Horizon Bancorp
Michigan City,
Indiana
|
$67K
|
-$29.9K
|
-148
|
-31%
|
|
|
2009
|
Cetera Trust Company
St. Paul,
Minnesota
|
$67K
|
–
|
–
|
–
|
|
|
2010
|
Kings Path Partners
Sugar Land,
Texas
|
$67K
|
+$66.7K
|
+330
|
New
|
|
|
2011
|
|
$65.7K
|
+$10.9K
|
+54
|
+20%
|
|
|
2012
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$65.5K
|
–
|
–
|
–
|
|
|
2013
|
GoalVest Advisory
New York
|
$65.1K
|
-$14.3K
|
-71
|
-18%
|
|
|
2014
|
NCP Inc
La Quinta,
California
|
$65.1K
|
+$202
|
+1
|
+0.3%
|
|
|
2015
|
Creative Financial Designs
Kokomo,
Indiana
|
$65.1K
|
-$1.82K
|
-9
|
-3%
|
|
|
2016
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$64.9K
|
–
|
–
|
–
|
|
|
2017
|
Morling Financial Advisors
Fremont,
California
|
$64.5K
|
+$8.69K
|
+43
|
+16%
|
|
|
2018
|
Partnership Wealth Management
Towson,
Maryland
|
$63.9K
|
–
|
–
|
–
|
|
|
2019
|
Balentine LLC
Atlanta,
Georgia
|
$61.5K
|
-$308K
|
-1,525
|
-83%
|
|
|
2020
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$61.5K
|
+$202
|
+1
|
+0.3%
|
|
|
2021
|
Creative Capital Management Investments
San Diego,
California
|
$60.9K
|
–
|
–
|
–
|
|
|
2022
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$59.1K
|
+$202
|
+1
|
+0.3%
|
|
|
2023
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$57.6K
|
–
|
–
|
–
|
|
|
2024
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$55K
|
+$50.9K
|
+252
|
+1,326%
|
|
|
2025
|
CGC Financial Services
Lake Oswego,
Oregon
|
$54.8K
|
–
|
–
|
–
|
|
