|
2001
|
TCI Wealth Advisors
Tucson,
Arizona
|
$426K
|
-$19.1K
|
-717
|
-5%
|
|
|
2002
|
Advocate Investing Services
Woodbine,
Maryland
|
$425K
|
+$4.74K
|
+178
|
+1%
|
|
|
2003
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$425K
|
+$12.8K
|
+482
|
+3%
|
|
|
2004
|
|
$425K
|
+$78.6K
|
+2,953
|
+23%
|
|
|
2005
|
|
$422K
|
-$8.28K
|
-311
|
-2%
|
|
|
2006
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$422K
|
+$1.62K
|
+61
|
+0.4%
|
|
|
2007
|
Estate Counselors
Thiensville,
Wisconsin
|
$421K
|
–
|
–
|
–
|
|
|
2008
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$421K
|
–
|
–
|
–
|
|
|
2009
|
Wedge Capital Management
Charlotte,
North Carolina
|
$421K
|
-$30M
|
-1,126,178
|
-99%
|
|
|
2010
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$420K
|
+$7.03K
|
+264
|
+2%
|
|
|
2011
|
Sagewood Asset Management
New York
|
$420K
|
+$29.2K
|
+1,095
|
+8%
|
|
|
2012
|
Bath Savings Trust
Bath,
Maine
|
$419K
|
-$26.3K
|
-986
|
-6%
|
|
|
2013
|
Aventura Private Wealth
Aventura,
Florida
|
$419K
|
-$12K
|
-451
|
-3%
|
|
|
2014
|
Facet Wealth Inc
Baltimore,
Maryland
|
$418K
|
+$64.3K
|
+2,416
|
+19%
|
|
|
2015
|
Todd Wealth Management, LLC
Venice,
Florida
|
$417K
|
-$8.09K
|
-304
|
-2%
|
|
|
2016
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$415K
|
+$7.11K
|
+267
|
+2%
|
|
|
2017
|
Great Hill Capital
New York
|
$415K
|
+$393K
|
+14,772
|
New
|
|
|
2018
|
Sovereign Financial Group
Stamford,
Connecticut
|
$415K
|
+$8.09K
|
+304
|
+2%
|
|
|
2019
|
Abner Herrman & Brock
Jersey City,
New Jersey
|
$414K
|
-$6.63K
|
-249
|
-2%
|
|
|
2020
|
Taylor Financial Group
Roanoke,
Virginia
|
$414K
|
+$26.6K
|
+1,000
|
+7%
|
|
|
2021
|
Kagan Cocozza Asset Management
Mickleton,
New Jersey
|
$414K
|
-$29.9K
|
-1,122
|
-7%
|
|
|
2022
|
Pekao Towarzystwo Funduszy Inwestycyjnych SA
Warsaw,
|
$413K
|
-$3.87M
|
-145,250
|
-91%
|
|
|
2023
|
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
|
$411K
|
-$102K
|
-3,830
|
-21%
|
|
|
2024
|
Zevin Asset Management
Boston,
Massachusetts
|
$411K
|
-$65.5K
|
-2,461
|
-14%
|
|
|
2025
|
Sava Infond
Maribor,
Slovenia
|
$410K
|
+$194K
|
+7,300
|
+100%
|
|
