|
2001
|
Ninepoint Partners
Toronto,
Ontario, Canada
|
$679K
|
–
|
–
|
–
|
|
|
2002
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$678K
|
-$14.2K
|
-49
|
-2%
|
|
|
2003
|
tru Independence
Portland,
Oregon
|
$678K
|
+$2.62K
|
+9
|
+0.4%
|
|
|
2004
|
BTC Capital Management
Des Moines,
Iowa
|
$677K
|
-$205K
|
-705
|
-24%
|
|
|
2005
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$677K
|
–
|
–
|
–
|
|
|
2006
|
G&S Capital
Denver,
Colorado
|
$677K
|
-$293K
|
-1,010
|
-31%
|
|
|
2007
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$675K
|
+$45.9K
|
+158
|
+8%
|
|
|
2008
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$674K
|
+$331K
|
+1,140
|
+102%
|
|
|
2009
|
Journey Strategic Wealth
Summit,
New Jersey
|
$674K
|
-$166K
|
-573
|
-20%
|
|
|
2010
|
Tudor Investment Corp
Stamford,
Connecticut
|
$674K
|
-$214K
|
-737
|
-25%
|
|
|
2011
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$672K
|
+$285K
|
+980
|
+77%
|
|
|
2012
|
Westshore Wealth
Newport Beach,
California
|
$670K
|
-$88.9K
|
-306
|
-12%
|
|
|
2013
|
Duncker Streett & Co
St. Louis,
Missouri
|
$669K
|
+$7.26K
|
+25
|
+1%
|
|
|
2014
|
Diversified
Wilmington,
Delaware
|
$668K
|
+$16K
|
+55
|
+3%
|
|
|
2015
|
Schear Investment Advisers
Cincinnati,
Ohio
|
$668K
|
-$21.2K
|
-73
|
-3%
|
|
|
2016
|
Centennial Bank
Conway,
Arkansas
|
$667K
|
-$435K
|
-1,497
|
-40%
|
|
|
2017
|
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
$667K
|
-$275K
|
-945
|
-30%
|
|
|
2018
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$664K
|
-$216K
|
-745
|
-25%
|
|
|
2019
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$664K
|
–
|
–
|
–
|
|
|
2020
|
Wedgewood Investors
Erie,
Pennsylvania
|
$664K
|
–
|
–
|
–
|
|
|
2021
|
Tiemann Investment Advisors
Menlo Park,
California
|
$662K
|
-$8.72K
|
-30
|
-1%
|
|
|
2022
|
Axiom Investors
Greenwich,
Connecticut
|
$662K
|
+$644K
|
+2,218
|
New
|
|
|
2023
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$662K
|
+$101K
|
+346
|
+18%
|
|
|
2024
|
Capital Planning Advisors
Roseville,
California
|
$662K
|
+$27K
|
+93
|
+4%
|
|
|
2025
|
CSM Advisors
Warrendale,
Pennsylvania
|
$657K
|
-$58.1K
|
-200
|
-8%
|
|
