|
2001
|
DV Equities
Chicago,
Illinois
|
$171K
|
+$173K
|
+1,778
|
New
|
|
|
2002
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$157K
|
+$291
|
+3
|
+0.2%
|
|
|
2003
|
Financial Network Wealth Advisors
Murray,
Utah
|
$154K
|
-$10.1K
|
-104
|
-6%
|
|
|
2004
|
eCIO Inc
Madison,
Wisconsin
|
$154K
|
+$156K
|
+1,605
|
New
|
|
|
2005
|
Hills Bank & Trust
North Liberty,
Iowa
|
$153K
|
+$49.8K
|
+513
|
+47%
|
|
|
2006
|
Centerpoint Advisors
Needham,
Massachusetts
|
$151K
|
-$680
|
-7
|
-0.4%
|
|
|
2007
|
1015 Capital Partners
Pottstown,
Pennsylvania
|
$143K
|
+$145K
|
+1,489
|
New
|
|
|
2008
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$140K
|
+$19.4K
|
+200
|
+16%
|
|
|
2009
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$139K
|
+$25.1K
|
+258
|
+22%
|
|
|
2010
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$135K
|
+$136K
|
+1,404
|
New
|
|
|
2011
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$135K
|
+$9.81K
|
+101
|
+8%
|
|
|
2012
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$134K
|
+$4.08K
|
+42
|
+3%
|
|
|
2013
|
Sachetta
Lynnfield,
Massachusetts
|
$132K
|
-$24K
|
-247
|
-15%
|
|
|
2014
|
Principia Wealth Advisory
Dallas,
Texas
|
$132K
|
+$777
|
+8
|
+0.6%
|
|
|
2015
|
Oakworth Capital
Birmingham,
Alabama
|
$130K
|
+$14.9K
|
+153
|
+13%
|
|
|
2016
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$130K
|
+$971
|
+10
|
+0.7%
|
|
|
2017
|
Garner Asset Management Corp
Plano,
Texas
|
$129K
|
+$130K
|
+1,340
|
New
|
|
|
2018
|
Reflection Asset Management
Isle Of Palms,
South Carolina
|
$129K
|
+$130K
|
+1,340
|
New
|
|
|
2019
|
Evermay Wealth Management
Arlington,
Virginia
|
$128K
|
-$9.71K
|
-100
|
-7%
|
|
|
2020
|
Kelleher Financial Advisors
New York
|
$127K
|
–
|
–
|
–
|
|
|
2021
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$126K
|
-$4.66K
|
-48
|
-4%
|
|
|
2022
|
Tower Trust & Investment Company
Davenport,
Iowa
|
$120K
|
–
|
–
|
–
|
|
|
2023
|
|
$120K
|
–
|
–
|
–
|
|
|
2024
|
GW&K Investment Management
Boston,
Massachusetts
|
$119K
|
+$3.98K
|
+41
|
+3%
|
|
|
2025
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$119K
|
-$12.9K
|
-133
|
-10%
|
|
