|
2001
|
Petros Family Wealth
Bloomington,
Minnesota
|
$202K
|
-$10.1K
|
-20
|
-5%
|
|
|
2002
|
BCS Wealth Management
Johnson City,
Tennessee
|
$202K
|
+$198K
|
+390
|
New
|
|
|
2003
|
WNY Asset Management
Williamsville,
New York
|
$202K
|
+$197K
|
+388
|
New
|
|
|
2004
|
Tranquility Partners
Brentwood,
Tennessee
|
$201K
|
-$48.1K
|
-95
|
-20%
|
|
|
2005
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$201K
|
+$197K
|
+388
|
New
|
|
|
2006
|
Kelleher Financial Advisors
New York
|
$200K
|
+$38.5K
|
+76
|
+25%
|
|
|
2007
|
Journey Advisory Group
Covington,
Kentucky
|
$200K
|
+$196K
|
+386
|
New
|
|
|
2008
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$200K
|
+$196K
|
+386
|
New
|
|
|
2009
|
Swan Global Investments
Durango,
Colorado
|
$200K
|
+$196K
|
+386
|
New
|
|
|
2010
|
Crown Wealth Group
Charlotte,
North Carolina
|
$200K
|
+$196K
|
+386
|
New
|
|
|
2011
|
Meeder Asset Management
Dublin,
Ohio
|
$196K
|
+$21.8K
|
+43
|
+13%
|
|
|
2012
|
North Star Investment Management
Chicago,
Illinois
|
$190K
|
+$1.01K
|
+2
|
+0.5%
|
|
|
2013
|
|
$188K
|
-$59.9M
|
-118,277
|
-100%
|
|
|
2014
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$186K
|
–
|
–
|
–
|
|
|
2015
|
West Paces Advisors
Atlanta,
Georgia
|
$186K
|
+$181K
|
+358
|
New
|
|
|
2016
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$178K
|
-$10.6K
|
-21
|
-6%
|
|
|
2017
|
Pilgrim Partners Asia
Singapore
|
$176K
|
–
|
–
|
–
|
|
|
2018
|
Pekao Towarzystwo Funduszy Inwestycyjnych SA
Warsaw,
|
$174K
|
+$63.3K
|
+125
|
+59%
|
|
|
2019
|
Hollencrest Capital Management
Newport Beach,
California
|
$172K
|
–
|
–
|
–
|
|
|
2020
|
CNB Bank
Clearfield,
Pennsylvania
|
$171K
|
-$506
|
-1
|
-0.3%
|
|
|
2021
|
MCF Advisors
Covington,
Kentucky
|
$171K
|
+$7.09K
|
+14
|
+4%
|
|
|
2022
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$168K
|
-$469K
|
-926
|
-74%
|
|
|
2023
|
Tompkins Financial
Ithaca,
New York
|
$168K
|
-$9.12K
|
-18
|
-5%
|
|
|
2024
|
Key Financial Inc
West Chester,
Pennsylvania
|
$167K
|
–
|
–
|
–
|
|
|
2025
|
Payden & Rygel
Los Angeles,
California
|
$166K
|
+$162K
|
+320
|
New
|
|
