|
2001
|
|
$149K
|
–
|
–
|
–
|
|
|
2002
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$149K
|
–
|
–
|
–
|
|
|
2003
|
West Branch Capital
Amherst,
Massachusetts
|
$146K
|
-$16K
|
-34
|
-10%
|
|
|
2004
|
Kelleher Financial Advisors
New York
|
$146K
|
-$2.83K
|
-6
|
-2%
|
|
|
2005
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$144K
|
-$1.42K
|
-3
|
-1%
|
|
|
2006
|
Paradigm Asset Management
New York
|
$143K
|
–
|
–
|
–
|
|
|
2007
|
Kennebec Savings Bank
Augusta,
Maine
|
$141K
|
–
|
–
|
–
|
|
|
2008
|
Fortitude Family Office
Scottsdale,
Arizona
|
$139K
|
+$29.7K
|
+63
|
+29%
|
|
|
2009
|
Whipplewood Advisors
Littleton,
Colorado
|
$139K
|
+$132K
|
+279
|
+13,950%
|
|
|
2010
|
Axiom Investment Management
New York
|
$138K
|
+$132K
|
+279
|
New
|
|
|
2011
|
BankPlus Trust Department
Jackson,
Mississippi
|
$138K
|
–
|
–
|
–
|
|
|
2012
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$138K
|
+$1.89K
|
+4
|
+1%
|
|
|
2013
|
Creative Financial Designs
Kokomo,
Indiana
|
$136K
|
-$6.13K
|
-13
|
-5%
|
|
|
2014
|
Chesapeake Asset Management
New York
|
$132K
|
+$4.25K
|
+9
|
+4%
|
|
|
2015
|
GoalVest Advisory
New York
|
$130K
|
–
|
–
|
–
|
|
|
2016
|
S.A. Mason
Holland,
Michigan
|
$129K
|
–
|
–
|
–
|
|
|
2017
|
Covestor
London,
United Kingdom
|
$126K
|
+$44.4K
|
+94
|
+59%
|
|
|
2018
|
Physician Wealth Advisors
Midvale,
Utah
|
$124K
|
+$57.1K
|
+121
|
+94%
|
|
|
2019
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$124K
|
-$7.08K
|
-15
|
-6%
|
|
|
2020
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$119K
|
+$5.19K
|
+11
|
+5%
|
|
|
2021
|
Nemes Rush Group
Novi,
Michigan
|
$116K
|
+$84.5K
|
+179
|
+325%
|
|
|
2022
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$116K
|
+$28.8K
|
+61
|
+35%
|
|
|
2023
|
1 North Wealth Services
Annapolis,
Maryland
|
$116K
|
–
|
–
|
–
|
|
|
2024
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$114K
|
–
|
–
|
–
|
|
|
2025
|
Addison Advisors
Middlebury,
Vermont
|
$114K
|
+$2.36K
|
+5
|
+2%
|
|
