|
2001
|
Cowen Prime Advisors
New York
|
$172K
|
–
|
–
|
–
|
|
|
2002
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$172K
|
+$38.2K
|
+87
|
+28%
|
|
|
2003
|
Bray Capital Advisors
Naples,
Florida
|
$170K
|
–
|
–
|
–
|
|
|
2004
|
Sittner & Nelson
Eugene,
Oregon
|
$170K
|
+$13.2K
|
+30
|
+8%
|
|
|
2005
|
Altshuler Shaham
Tel Aviv,
Israel
|
$170K
|
+$128K
|
+291
|
+280%
|
|
|
2006
|
Fairfield Financial Advisors
Wellesley,
Massachusetts
|
$169K
|
+$26.8K
|
+61
|
+18%
|
|
|
2007
|
GW&K Investment Management
Boston,
Massachusetts
|
$166K
|
-$144K
|
-328
|
-46%
|
|
|
2008
|
Pacer Advisors
Malvern,
Pennsylvania
|
$162K
|
-$5.58M
|
-12,708
|
-97%
|
|
|
2009
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$159K
|
–
|
–
|
–
|
|
|
2010
|
Evermay Wealth Management
Arlington,
Virginia
|
$154K
|
–
|
–
|
–
|
|
|
2011
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$151K
|
-$30.7K
|
-70
|
-17%
|
|
|
2012
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$151K
|
–
|
–
|
–
|
|
|
2013
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$150K
|
–
|
–
|
–
|
|
|
2014
|
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
$148K
|
-$241K
|
-550
|
-61%
|
|
|
2015
|
Bellwether Advisors
Lincoln,
Nebraska
|
$148K
|
–
|
–
|
–
|
|
|
2016
|
Cyrus J. Lawrence
New York
|
$147K
|
–
|
–
|
–
|
|
|
2017
|
Professional Financial Advisors
North Platte,
Nebraska
|
$147K
|
+$1.32K
|
+3
|
+0.9%
|
|
|
2018
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$147K
|
+$150K
|
+341
|
New
|
|
|
2019
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$147K
|
+$151K
|
+343
|
New
|
|
|
2020
|
Evoke Wealth
Los Angeles,
California
|
$146K
|
+$106K
|
+242
|
+249%
|
|
|
2021
|
|
$144K
|
–
|
–
|
–
|
|
|
2022
|
First Bank & Trust
Brookings,
South Dakota
|
$143K
|
–
|
–
|
–
|
|
|
2023
|
Tradition Wealth Management
Edina,
Minnesota
|
$141K
|
+$439
|
+1
|
+0.3%
|
|
|
2024
|
PYA Waltman Capital
Knoxville,
Tennessee
|
$140K
|
+$61.5K
|
+140
|
+75%
|
|
|
2025
|
Private Capital Group
West Hartford,
Connecticut
|
$138K
|
+$18.9K
|
+43
|
+16%
|
|
