|
2001
|
PrairieView Partners
St. Paul,
Minnesota
|
$53K
|
+$11.5K
|
+150
|
+28%
|
|
|
2002
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$52K
|
-$446K
|
-5,805
|
-89%
|
|
|
2003
|
Mizuho Securities
Tokyo,
Japan
|
$51K
|
-$183K
|
-2,380
|
-85%
|
|
|
2004
|
West Financial Advisors
Des Moines,
Iowa
|
$51K
|
–
|
–
|
–
|
|
|
2005
|
QVR
San Francisco,
California
|
$50K
|
+$50.2K
|
+654
|
New
|
|
|
2006
|
NuWave Investment Management
Parsippany,
New Jersey
|
$49K
|
+$49K
|
+638
|
New
|
|
|
2007
|
Centerpoint Advisors
Needham,
Massachusetts
|
$48K
|
-$33.5K
|
-436
|
-41%
|
|
|
2008
|
Larson Financial Group
St Louis,
Missouri
|
$48K
|
-$6.68K
|
-87
|
-12%
|
|
|
2009
|
Clean Yield Group
Norwich,
Vermont
|
$48K
|
–
|
–
|
–
|
|
|
2010
|
Accel Wealth Management
Waverly,
Iowa
|
$47K
|
-$7.76K
|
-101
|
-15%
|
|
|
2011
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$47K
|
–
|
–
|
–
|
|
|
2012
|
Meag Munich Ergo
Munich,
Germany
|
$46K
|
–
|
–
|
–
|
|
|
2013
|
Rock Creek Group
Washington,
District of Columbia
|
$45K
|
-$40.6K
|
-528
|
-47%
|
|
|
2014
|
Rise Advisors
Rochester,
New York
|
$45K
|
-$5.91K
|
-77
|
-11%
|
|
|
2015
|
Evermay Wealth Management
Arlington,
Virginia
|
$44K
|
-$277K
|
-3,613
|
-86%
|
|
|
2016
|
Harding Loevner
Bridgewater,
New Jersey
|
$44K
|
–
|
–
|
–
|
|
|
2017
|
Country Trust Bank
Bloomington,
Illinois
|
$43K
|
–
|
–
|
–
|
|
|
2018
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$43K
|
–
|
–
|
–
|
|
|
2019
|
GoalVest Advisory
New York
|
$43K
|
+$33.9K
|
+442
|
+433%
|
|
|
2020
|
Selective Wealth Management
Forest,
Virginia
|
$42K
|
-$9.75K
|
-127
|
-19%
|
|
|
2021
|
EARNEST Partners
Atlanta,
Georgia
|
$41K
|
–
|
–
|
–
|
|
|
2022
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$40K
|
-$22.7K
|
-296
|
-36%
|
|
|
2023
|
Lee Financial
Dallas,
Texas
|
$40K
|
+$1.07K
|
+14
|
+3%
|
|
|
2024
|
S.A. Mason
Holland,
Michigan
|
$39K
|
+$77
|
+1
|
+0.2%
|
|
|
2025
|
Credit Agricole
Montrouge Cedex,
France
|
$38K
|
-$1.11M
|
-14,447
|
-97%
|
|
