|
2001
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$143K
|
-$946
|
-10
|
-0.6%
|
|
|
2002
|
Front Row Advisors
Tiburon,
California
|
$143K
|
-$12.3K
|
-130
|
-8%
|
|
|
2003
|
Generali Investments Management
Ljubljana,
Slovenia
|
$142K
|
–
|
–
|
–
|
|
|
2004
|
Salomon & Ludwin
Richmond,
Virginia
|
$140K
|
–
|
–
|
–
|
|
|
2005
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$140K
|
+$148K
|
+1,562
|
New
|
|
|
2006
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$140K
|
–
|
–
|
–
|
|
|
2007
|
Signature Equity Partners
Columbus,
Ohio
|
$137K
|
+$17.3K
|
+183
|
+14%
|
|
|
2008
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$137K
|
+$70.9K
|
+750
|
+97%
|
|
|
2009
|
Clayton Financial Group
St. Louis,
Missouri
|
$136K
|
–
|
–
|
–
|
|
|
2010
|
Breakwater Investment Management
Seattle,
Washington
|
$134K
|
+$7.09K
|
+75
|
+5%
|
|
|
2011
|
Curat Global
Springfield,
New Hampshire
|
$132K
|
–
|
–
|
–
|
|
|
2012
|
BOK Financial Private Wealth
Denver,
Colorado
|
$129K
|
–
|
–
|
–
|
|
|
2013
|
Banque Transatlantique
Paris,
France
|
$129K
|
+$9.46K
|
+100
|
+8%
|
|
|
2014
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$128K
|
+$2.84K
|
+30
|
+2%
|
|
|
2015
|
Evelyn Partners Investment Management
London,
|
$126K
|
-$16.5K
|
-174
|
-11%
|
|
|
2016
|
Ankerstar Wealth
Leander,
Texas
|
$123K
|
+$55.7K
|
+589
|
+75%
|
|
|
2017
|
Avion Wealth
The Woodlands,
Texas
|
$123K
|
+$30.6K
|
+324
|
+31%
|
|
|
2018
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$122K
|
–
|
–
|
–
|
|
|
2019
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$121K
|
-$4.73M
|
-50,017
|
-97%
|
|
|
2020
|
Vestor Capital
Chicago,
Illinois
|
$118K
|
+$50.4K
|
+533
|
+68%
|
|
|
2021
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$117K
|
+$29K
|
+307
|
+31%
|
|
|
2022
|
Avalon Trust
Santa Fe,
New Mexico
|
$116K
|
-$5.68K
|
-60
|
-4%
|
|
|
2023
|
Webster Bank
Waterbury,
Connecticut
|
$116K
|
-$9.46K
|
-100
|
-7%
|
|
|
2024
|
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
|
$115K
|
+$4.73K
|
+50
|
+4%
|
|
|
2025
|
Rossby Financial
Melbourne,
Florida
|
$114K
|
+$3.31K
|
+35
|
+3%
|
|
