|
2001
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$82K
|
–
|
–
|
–
|
|
|
2002
|
|
$80K
|
+$80.4K
|
+411
|
New
|
|
|
2003
|
SRH Advisors
Salina,
Kansas
|
$79K
|
–
|
–
|
–
|
|
|
2004
|
Mercer Capital Advisers
Little Silver,
New Jersey
|
$78K
|
–
|
–
|
–
|
|
|
2005
|
Isthmus Partners
Madison,
Wisconsin
|
$76K
|
+$76.3K
|
+390
|
New
|
|
|
2006
|
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
|
$76K
|
+$78.3K
|
+400
|
New
|
|
|
2007
|
AlphaCentric Advisors
San Juan,
Puerto Rico
|
$73K
|
+$73.6K
|
+376
|
New
|
|
|
2008
|
Perkins Coie Trust Company
Seattle,
Washington
|
$72K
|
–
|
–
|
–
|
|
|
2009
|
Filbrandt Wealth Management
Middleton,
Wisconsin
|
$70K
|
–
|
–
|
–
|
|
|
2010
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$69K
|
–
|
–
|
–
|
|
|
2011
|
Trust Company
Manhattan,
Kansas
|
$68K
|
–
|
–
|
–
|
|
|
2012
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$68K
|
+$10.2K
|
+52
|
+17%
|
|
|
2013
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$68K
|
+$68.5K
|
+350
|
New
|
|
|
2014
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$67K
|
–
|
–
|
–
|
|
|
2015
|
Cordasco Financial Network
Naples,
Florida
|
$67K
|
+$10.6K
|
+54
|
+19%
|
|
|
2016
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$67K
|
+$49.1K
|
+251
|
+273%
|
|
|
2017
|
Cowen Prime Advisors
New York
|
$66K
|
–
|
–
|
–
|
|
|
2018
|
EARNEST Partners
Atlanta,
Georgia
|
$66K
|
–
|
–
|
–
|
|
|
2019
|
Knuff & Co
Foster City,
California
|
$65K
|
–
|
–
|
–
|
|
|
2020
|
West Paces Advisors
Atlanta,
Georgia
|
$64K
|
–
|
–
|
–
|
|
|
2021
|
Cribstone Capital Management
Augusta,
Maine
|
$64K
|
–
|
–
|
–
|
|
|
2022
|
MV Capital Management
Bethesda,
Maryland
|
$64K
|
+$17.4K
|
+89
|
+37%
|
|
|
2023
|
Financial Perspectives
Minneapolis,
Minnesota
|
$63K
|
–
|
–
|
–
|
|
|
2024
|
Annapolis Financial Services
Annapolis,
Maryland
|
$62K
|
+$1.56K
|
+8
|
+3%
|
|
|
2025
|
RPG Investment Advisory
Pleasanton,
California
|
$60K
|
-$5.66M
|
-28,943
|
-99%
|
|
