|
2001
|
Norway Savings Bank
Portland,
Maine
|
$151K
|
–
|
–
|
–
|
|
|
2002
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$151K
|
+$107K
|
+381
|
+305%
|
|
|
2003
|
West Paces Advisors
Atlanta,
Georgia
|
$151K
|
–
|
–
|
–
|
|
|
2004
|
Cacti Asset Management
Atlanta,
Georgia
|
$150K
|
–
|
–
|
–
|
|
|
2005
|
Aft Forsyth & Sober
Valrico,
Florida
|
$149K
|
+$141K
|
+500
|
New
|
|
|
2006
|
Barrett Asset Management
New York
|
$149K
|
+$141K
|
+500
|
New
|
|
|
2007
|
Aspire Private Capital
Cornelius,
North Carolina
|
$143K
|
+$282
|
+1
|
+0.2%
|
|
|
2008
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$139K
|
–
|
–
|
–
|
|
|
2009
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$136K
|
+$127K
|
+452
|
New
|
|
|
2010
|
Founders Capital Management (Texas)
Houston,
Texas
|
$134K
|
–
|
–
|
–
|
|
|
2011
|
Bellevue Asset Management
Bellevue,
Washington
|
$134K
|
+$127K
|
+450
|
New
|
|
|
2012
|
EARNEST Partners
Atlanta,
Georgia
|
$131K
|
–
|
–
|
–
|
|
|
2013
|
Stephens Investment Management Group
Houston,
Texas
|
$128K
|
–
|
–
|
–
|
|
|
2014
|
Crewe Advisors
Salt Lake City,
Utah
|
$127K
|
-$157K
|
-558
|
-57%
|
|
|
2015
|
Trust Company
Manhattan,
Kansas
|
$126K
|
–
|
–
|
–
|
|
|
2016
|
|
$126K
|
+$40.3K
|
+143
|
+51%
|
|
|
2017
|
Pathstone Family Office
Englewood,
New Jersey
|
$126K
|
-$14.9K
|
-53
|
-11%
|
|
|
2018
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$122K
|
–
|
–
|
–
|
|
|
2019
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$121K
|
+$22.6K
|
+80
|
+28%
|
|
|
2020
|
|
$120K
|
+$73K
|
+259
|
+180%
|
|
|
2021
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$119K
|
–
|
–
|
–
|
|
|
2022
|
Liberty Wealth Management
Oakland,
California
|
$114K
|
+$2.54K
|
+9
|
+2%
|
|
|
2023
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$114K
|
+$11.3K
|
+40
|
+12%
|
|
|
2024
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$112K
|
+$106K
|
+376
|
New
|
|
|
2025
|
Weaver Consulting Group
Huntington Beach,
California
|
$109K
|
–
|
–
|
–
|
|
