|
2001
|
|
$473K
|
-$34.6K
|
-100
|
-7%
|
|
|
2002
|
Lesa Sroufe & Co
Seattle,
Washington
|
$473K
|
–
|
–
|
–
|
|
|
2003
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$472K
|
-$10.4K
|
-30
|
-2%
|
|
|
2004
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$470K
|
+$37.4K
|
+108
|
+9%
|
|
|
2005
|
|
$469K
|
-$129K
|
-373
|
-23%
|
|
|
2006
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$469K
|
-$26K
|
-75
|
-6%
|
|
|
2007
|
Beam Wealth Advisors
Covington,
Louisiana
|
$468K
|
+$347
|
+1
|
+0.1%
|
|
|
2008
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$467K
|
-$4.5K
|
-13
|
-1%
|
|
|
2009
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$467K
|
+$6.93K
|
+20
|
+2%
|
|
|
2010
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$462K
|
-$2.43K
|
-7
|
-0.5%
|
|
|
2011
|
White Pine Capital
Bloomington,
Minnesota
|
$461K
|
–
|
–
|
–
|
|
|
2012
|
Krane Funds Advisors
New York
|
$458K
|
-$222K
|
-640
|
-34%
|
|
|
2013
|
Perennial Investment Advisors
Los Angeles,
California
|
$458K
|
-$9.7K
|
-28
|
-2%
|
|
|
2014
|
Element Pointe Advisors
Miami,
Florida
|
$457K
|
-$1.73K
|
-5
|
-0.4%
|
|
|
2015
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$457K
|
+$426K
|
+1,228
|
New
|
|
|
2016
|
Pacific Edge Advisors
Corona Del Mar,
California
|
$455K
|
–
|
–
|
–
|
|
|
2017
|
Beck Mack & Oliver
New York
|
$454K
|
-$222K
|
-640
|
-34%
|
|
|
2018
|
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
$454K
|
+$84.9K
|
+245
|
+25%
|
|
|
2019
|
Curi Wealth Management
Raleigh,
North Carolina
|
$453K
|
+$41.6K
|
+120
|
+11%
|
|
|
2020
|
Assenagon Asset Management
Senningerberg,
Luxembourg
|
$452K
|
-$33.2M
|
-95,754
|
-99%
|
|
|
2021
|
Corbett Road Capital Management
Mclean,
Virginia
|
$452K
|
-$52K
|
-150
|
-11%
|
|
|
2022
|
Soltis Investment Advisors
St. George,
Utah
|
$450K
|
-$9.7K
|
-28
|
-2%
|
|
|
2023
|
Security National Trust
Wheeling,
West Virginia
|
$450K
|
+$17.3K
|
+50
|
+4%
|
|
|
2024
|
Sovereign Financial Group
Stamford,
Connecticut
|
$448K
|
+$1.73K
|
+5
|
+0.4%
|
|
|
2025
|
Saturna Capital
Bellingham,
Washington
|
$446K
|
-$130K
|
-375
|
-24%
|
|
