|
2001
|
Chancellor Financial Group WB
Wilkes-Barre,
Pennsylvania
|
$3.32M
|
+$11.2K
|
+35
|
+0.4%
|
|
|
2002
|
Ellsworth Advisors
Hudson,
Ohio
|
$3.32M
|
+$129K
|
+403
|
+5%
|
|
|
2003
|
Engineers Gate Manager
New York
|
$3.32M
|
-$35M
|
-108,877
|
-92%
|
|
|
2004
|
Cetera Trust Company
St. Paul,
Minnesota
|
$3.31M
|
+$14.4K
|
+45
|
+0.5%
|
|
|
2005
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$3.31M
|
-$133K
|
-413
|
-4%
|
|
|
2006
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$3.3M
|
+$323K
|
+1,006
|
+12%
|
|
|
2007
|
Garrison Point Advisors
Walnut Creek,
California
|
$3.3M
|
-$65.8K
|
-205
|
-2%
|
|
|
2008
|
Chemung Canal Trust
Elmira,
New York
|
$3.3M
|
+$18.3K
|
+57
|
+0.6%
|
|
|
2009
|
RiverPark Advisors
New York
|
$3.29M
|
-$228K
|
-711
|
-7%
|
|
|
2010
|
Beech Hill Advisors
New York
|
$3.29M
|
-$321
|
-1
|
-0%
|
|
|
2011
|
Trivant Custom Portfolio Group
San Diego,
California
|
$3.29M
|
-$16.4K
|
-51
|
-0.5%
|
|
|
2012
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
|
$3.28M
|
+$876K
|
+2,728
|
+40%
|
|
|
2013
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$3.28M
|
-$49.4K
|
-154
|
-2%
|
|
|
2014
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$3.27M
|
-$101K
|
-314
|
-3%
|
|
|
2015
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$3.27M
|
+$963
|
+3
|
+0%
|
|
|
2016
|
Malaga Cove Capital
Pv Estates,
California
|
$3.27M
|
-$93.1K
|
-290
|
-3%
|
|
|
2017
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$3.26M
|
+$334K
|
+1,040
|
+12%
|
|
|
2018
|
MWA Asset Management
Lexington,
Massachusetts
|
$3.25M
|
+$20.2K
|
+63
|
+0.7%
|
|
|
2019
|
Econ Financial Services
Harrisburg,
Pennsylvania
|
$3.25M
|
+$3.04M
|
+9,462
|
New
|
|
|
2020
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$3.24M
|
+$238K
|
+741
|
+9%
|
|
|
2021
|
Stokes Family Office
New Orleans,
Louisiana
|
$3.23M
|
-$314K
|
-979
|
-9%
|
|
|
2022
|
Leonteq Securities AG
Zurich,
Switzerland
|
$3.23M
|
+$1.44M
|
+4,495
|
+91%
|
|
|
2023
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$3.22M
|
-$5.14K
|
-16
|
-0.2%
|
|
|
2024
|
Applied Capital LLC
Hollywood,
Florida
|
$3.22M
|
+$39.5K
|
+123
|
+1%
|
|
|
2025
|
Mirabaud & Cie
Geneva,
Switzerland
|
$3.22M
|
-$3.5M
|
-10,912
|
-54%
|
|
