|
2001
|
Baystate Wealth Management
Boston,
Massachusetts
|
$1.08M
|
-$2.21K
|
-5
|
-0.2%
|
|
|
2002
|
Addenda Capital
Montreal,
Quebec, Canada
|
$1.08M
|
+$860K
|
+1,950
|
+351%
|
|
|
2003
|
WestEnd Advisors
Charlotte,
North Carolina
|
$1.07M
|
–
|
–
|
–
|
|
|
2004
|
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
$1.07M
|
–
|
–
|
–
|
|
|
2005
|
Strategic Asset Management
Rochester,
Minnesota
|
$1.07M
|
+$1.08M
|
+2,445
|
New
|
|
|
2006
|
Tompkins Financial
Ithaca,
New York
|
$1.07M
|
+$1.1M
|
+2,501
|
New
|
|
|
2007
|
American Capital Management
New York
|
$1.07M
|
-$60K
|
-136
|
-5%
|
|
|
2008
|
Menlo Advisors
Menlo Park,
California
|
$1.06M
|
-$22.1K
|
-50
|
-2%
|
|
|
2009
|
AllSquare Wealth Management
Albany,
New York
|
$1.06M
|
-$101K
|
-230
|
-9%
|
|
|
2010
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$1.06M
|
+$566K
|
+1,283
|
+108%
|
|
|
2011
|
Daiwa Securities Group
Tokyo,
Japan
|
$1.05M
|
–
|
–
|
–
|
|
|
2012
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$1.05M
|
-$41K
|
-93
|
-4%
|
|
|
2013
|
Garrison Point Advisors
Walnut Creek,
California
|
$1.05M
|
+$441
|
+1
|
+0%
|
|
|
2014
|
Darwin Wealth Management
Tampa,
Florida
|
$1.05M
|
+$95.7K
|
+217
|
+10%
|
|
|
2015
|
Bell Investment Advisors
Oakland,
California
|
$1.05M
|
+$1.08M
|
+2,442
|
New
|
|
|
2016
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$1.05M
|
-$108K
|
-245
|
-9%
|
|
|
2017
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$1.04M
|
+$63.1K
|
+143
|
+6%
|
|
|
2018
|
Canal Capital Management
Richmond,
Virginia
|
$1.04M
|
+$72.3K
|
+164
|
+7%
|
|
|
2019
|
LexAurum Advisors
Overland Park,
Kansas
|
$1.04M
|
-$11K
|
-25
|
-1%
|
|
|
2020
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$1.04M
|
+$130K
|
+295
|
+14%
|
|
|
2021
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$1.04M
|
-$251K
|
-570
|
-19%
|
|
|
2022
|
X-Square Capital
Guaynabo,
Puerto Rico
|
$1.03M
|
+$13.7K
|
+31
|
+1%
|
|
|
2023
|
David J. Yvars Group
University Park,
Florida
|
$1.03M
|
–
|
–
|
–
|
|
|
2024
|
Insight Wealth Strategies
San Ramon,
California
|
$1.03M
|
+$39.3K
|
+89
|
+4%
|
|
|
2025
|
|
$1.02M
|
+$17.2K
|
+39
|
+2%
|
|
