|
2001
|
PDS Planning
Dublin,
Ohio
|
$2.4M
|
+$117K
|
+426
|
+5%
|
|
|
2002
|
Byrne Asset Management
Kingston,
New Jersey
|
$2.38M
|
-$41.9K
|
-153
|
-2%
|
|
|
2003
|
Summit X LLC
Chesterfield,
Missouri
|
$2.38M
|
+$145K
|
+529
|
+6%
|
|
|
2004
|
Alpine Woods Capital Investors
Purchase,
New York
|
$2.38M
|
+$217K
|
+791
|
+10%
|
|
|
2005
|
Sciencast Management
Princeton,
New Jersey
|
$2.37M
|
+$579K
|
+2,113
|
+30%
|
|
|
2006
|
Koshinski Asset Management
Decatur,
Illinois
|
$2.37M
|
+$232K
|
+846
|
+10%
|
|
|
2007
|
Great Diamond Partners
Portland,
Maine
|
$2.36M
|
-$14.5K
|
-53
|
-0.6%
|
|
|
2008
|
Snider Financial Group
Bellevue,
Washington
|
$2.36M
|
+$211K
|
+771
|
+9%
|
|
|
2009
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$2.36M
|
-$23K
|
-84
|
-0.9%
|
|
|
2010
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
$2.36M
|
+$192K
|
+701
|
+8%
|
|
|
2011
|
|
$2.36M
|
-$2.47M
|
-9,020
|
-50%
|
|
|
2012
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$2.36M
|
+$50.4K
|
+184
|
+2%
|
|
|
2013
|
Passumpsic Savings Bank
St. Johnsbury,
Vermont
|
$2.35M
|
-$659K
|
-2,403
|
-21%
|
|
|
2014
|
|
$2.34M
|
+$567K
|
+2,068
|
+30%
|
|
|
2015
|
HighVista Strategies
Boston,
Massachusetts
|
$2.34M
|
–
|
–
|
–
|
|
|
2016
|
Harvest Fund Management
Beijing,
China
|
$2.34M
|
-$1.79M
|
-6,529
|
-42%
|
|
|
2017
|
Three Seasons Wealth
Salt Lake City,
Utah
|
$2.34M
|
+$94.3K
|
+344
|
+4%
|
|
|
2018
|
|
$2.33M
|
+$439K
|
+1,600
|
+22%
|
|
|
2019
|
Callahan Advisors
Houston,
Texas
|
$2.33M
|
–
|
–
|
–
|
|
|
2020
|
Boomfish Wealth Group
Alpharetta,
Georgia
|
$2.33M
|
+$26K
|
+95
|
+1%
|
|
|
2021
|
Lipe & Dalton
Syracuse,
New York
|
$2.33M
|
-$38.6K
|
-141
|
-2%
|
|
|
2022
|
Fiduciary Family Office
Boca Raton,
Florida
|
$2.33M
|
-$26K
|
-95
|
-1%
|
|
|
2023
|
Symmetry Partners
Glastonbury,
Connecticut
|
$2.32M
|
-$502K
|
-1,831
|
-17%
|
|
|
2024
|
Concord Wealth Partners
Abingdon,
Virginia
|
$2.32M
|
+$92.4K
|
+337
|
+4%
|
|
|
2025
|
Alaethes Wealth
Glenbrook,
Nevada
|
$2.32M
|
+$42.8K
|
+156
|
+2%
|
|
