|
2001
|
West Family Investments
Carlsbad,
California
|
$1.38M
|
-$106K
|
-729
|
-7%
|
|
|
2002
|
Evanson Financial
Mclean,
Virginia
|
$1.38M
|
+$1.37M
|
+9,396
|
New
|
|
|
2003
|
Axecap Investments
Mason,
Ohio
|
$1.38M
|
–
|
–
|
–
|
|
|
2004
|
Marshall Wace
London,
United Kingdom
|
$1.38M
|
+$1.37M
|
+9,385
|
New
|
|
|
2005
|
Centurion Wealth Management
Mclean,
Virginia
|
$1.38M
|
-$109K
|
-749
|
-7%
|
|
|
2006
|
Union Savings Bank
Litchfield,
Connecticut
|
$1.38M
|
-$142K
|
-978
|
-9%
|
|
|
2007
|
VanWeelden Wealth Management
West Chester Township,
Ohio
|
$1.37M
|
-$87K
|
-598
|
-6%
|
|
|
2008
|
Greatmark Investment Partners
Columbus,
Georgia
|
$1.37M
|
–
|
–
|
–
|
|
|
2009
|
CRA Financial Services
Northfield,
New Jersey
|
$1.37M
|
+$10.2K
|
+70
|
+0.8%
|
|
|
2010
|
Banque de Luxembourg
Luxembourg
|
$1.37M
|
-$13.4K
|
-92
|
-1%
|
|
|
2011
|
Townsend Asset Management
Raleigh,
North Carolina
|
$1.37M
|
+$22.9K
|
+157
|
+2%
|
|
|
2012
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$1.37M
|
+$97.5K
|
+670
|
+8%
|
|
|
2013
|
Asset Planning Inc
Cypress,
California
|
$1.36M
|
+$8.73K
|
+60
|
+0.6%
|
|
|
2014
|
Oxbow Advisors
Austin,
Texas
|
$1.36M
|
+$9.17K
|
+63
|
+0.7%
|
|
|
2015
|
GoalVest Advisory
New York
|
$1.36M
|
-$4.8K
|
-33
|
-0.4%
|
|
|
2016
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$1.36M
|
-$28.1K
|
-193
|
-2%
|
|
|
2017
|
UHLMANN PRICE SECURITIES
Skokie,
Illinois
|
$1.36M
|
+$3.35K
|
+23
|
+0.2%
|
|
|
2018
|
Oslo Pensjonsforsikring
Oslo,
|
$1.36M
|
-$39.3K
|
-270
|
-3%
|
|
|
2019
|
|
$1.36M
|
+$208K
|
+1,427
|
+18%
|
|
|
2020
|
Sunpointe
St. Louis,
Missouri
|
$1.35M
|
+$20.4K
|
+140
|
+2%
|
|
|
2021
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$1.35M
|
–
|
–
|
–
|
|
|
2022
|
Triumph Capital Management
Denver,
Colorado
|
$1.35M
|
-$317K
|
-2,178
|
-19%
|
|
|
2023
|
Novak & Powell Financial Services
St. Petersburg,
Florida
|
$1.35M
|
+$146
|
+1
|
+0%
|
|
|
2024
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$1.34M
|
+$1.33M
|
+9,156
|
New
|
|
|
2025
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$1.34M
|
-$2.91K
|
-20
|
-0.2%
|
|
