|
2001
|
Avion Wealth
The Woodlands,
Texas
|
$94K
|
–
|
–
|
–
|
|
|
2002
|
Corsicana & Co
Corsicana,
Texas
|
$94K
|
–
|
–
|
–
|
|
|
2003
|
Norway Savings Bank
Portland,
Maine
|
$88K
|
–
|
–
|
–
|
|
|
2004
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$87K
|
+$35.1K
|
+84
|
+60%
|
|
|
2005
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$85K
|
-$421K
|
-1,008
|
-82%
|
|
|
2006
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$85K
|
-$7.1K
|
-17
|
-7%
|
|
|
2007
|
Bellevue Asset Management
Bellevue,
Washington
|
$85K
|
+$418
|
+1
|
+0.5%
|
|
|
2008
|
Eagle Bay Advisors
New York
|
$85K
|
+$418
|
+1
|
+0.5%
|
|
|
2009
|
Endurance Wealth Management
Providence,
Rhode Island
|
$79K
|
–
|
–
|
–
|
|
|
2010
|
Pin Oak Investment Advisors
Houston,
Texas
|
$77K
|
–
|
–
|
–
|
|
|
2011
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$70K
|
–
|
–
|
–
|
|
|
2012
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$69K
|
+$72.7K
|
+174
|
New
|
|
|
2013
|
BOK Financial Private Wealth
Denver,
Colorado
|
$68K
|
–
|
–
|
–
|
|
|
2014
|
Hartford Financial Management
Hartford,
Connecticut
|
$68K
|
–
|
–
|
–
|
|
|
2015
|
Webster Bank
Waterbury,
Connecticut
|
$68K
|
–
|
–
|
–
|
|
|
2016
|
Orion Capital Management
Coronado,
California
|
$68K
|
+$48K
|
+115
|
+185%
|
|
|
2017
|
Selective Wealth Management
Forest,
Virginia
|
$66K
|
+$5.01K
|
+12
|
+8%
|
|
|
2018
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$66K
|
+$71.4K
|
+171
|
New
|
|
|
2019
|
HBC Financial Services
Seattle,
Washington
|
$65K
|
–
|
–
|
–
|
|
|
2020
|
Worth Asset Management
Dallas,
Texas
|
$65K
|
–
|
–
|
–
|
|
|
2021
|
Bell Investment Advisors
Oakland,
California
|
$65K
|
+$7.1K
|
+17
|
+11%
|
|
|
2022
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$63K
|
–
|
–
|
–
|
|
|
2023
|
North Star Investment Management
Chicago,
Illinois
|
$63K
|
+$2.5K
|
+6
|
+4%
|
|
|
2024
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$62K
|
+$16.3K
|
+39
|
+32%
|
|
|
2025
|
Solstein Capital
Menlo Park,
California
|
$61K
|
–
|
–
|
–
|
|
