|
2001
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$355K
|
+$624
|
+26
|
+0.2%
|
|
|
2002
|
Truepoint Inc
Cincinnati,
Ohio
|
$355K
|
+$28.8K
|
+1,202
|
+9%
|
|
|
2003
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$353K
|
-$88.6K
|
-3,695
|
-21%
|
|
|
2004
|
Freestone Capital Holdings
Seattle,
Washington
|
$353K
|
+$45.8K
|
+1,908
|
+16%
|
|
|
2005
|
Overbrook Management Corp
New York
|
$351K
|
+$332K
|
+13,862
|
New
|
|
|
2006
|
Westover Capital Advisors
Wilmington,
Delaware
|
$350K
|
+$332K
|
+13,836
|
New
|
|
|
2007
|
Field & Main Bank
Henderson,
Kentucky
|
$349K
|
-$27K
|
-1,126
|
-8%
|
|
|
2008
|
High Falls Advisors
Rochester,
New York
|
$348K
|
+$1.58K
|
+66
|
+0.5%
|
|
|
2009
|
Group One Trading
Chicago,
Illinois
|
$346K
|
-$2.24M
|
-93,472
|
-87%
|
|
|
2010
|
Gould Asset Management
Claremont,
California
|
$346K
|
-$93.6K
|
-3,904
|
-22%
|
|
|
2011
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$344K
|
-$1.13M
|
-47,171
|
-78%
|
|
|
2012
|
Resource Planning Group
Atlanta,
Georgia
|
$344K
|
+$84.2K
|
+3,511
|
+35%
|
|
|
2013
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$340K
|
+$15.1K
|
+629
|
+5%
|
|
|
2014
|
EFG Asset Management (Americas)
Miami,
Florida
|
$339K
|
-$190K
|
-7,909
|
-37%
|
|
|
2015
|
Cordasco Financial Network
Naples,
Florida
|
$338K
|
-$16.2K
|
-674
|
-5%
|
|
|
2016
|
Wealth Architects
Mountain View,
California
|
$338K
|
+$34.7K
|
+1,448
|
+12%
|
|
|
2017
|
Stevens Capital Management
Radnor,
Pennsylvania
|
$337K
|
-$5.53M
|
-230,519
|
-95%
|
|
|
2018
|
Access Financial Services
Minneapolis,
Minnesota
|
$337K
|
-$9.31K
|
-388
|
-3%
|
|
|
2019
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$337K
|
–
|
–
|
–
|
|
|
2020
|
Landaas & Company
Milwaukee,
Wisconsin
|
$336K
|
–
|
–
|
–
|
|
|
2021
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$335K
|
–
|
–
|
–
|
|
|
2022
|
Redwood Investment Management
Scottsdale,
Arizona
|
$335K
|
+$37.8K
|
+1,575
|
+13%
|
|
|
2023
|
Lumina Fund Management
New York
|
$335K
|
+$318K
|
+13,240
|
New
|
|
|
2024
|
WealthOne
Albany,
New York
|
$332K
|
+$285K
|
+11,874
|
+959%
|
|
|
2025
|
Berkshire Money Management
Dalton,
Massachusetts
|
$331K
|
+$9.69K
|
+404
|
+3%
|
|
