|
2001
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$200K
|
+$187K
|
+3,210
|
New
|
|
|
2002
|
Spirepoint Private Client
Vero Beach,
Florida
|
$200K
|
+$187K
|
+3,210
|
New
|
|
|
2003
|
Accent Capital Management
Centerville,
Ohio
|
$199K
|
+$186K
|
+3,192
|
New
|
|
|
2004
|
Jamison Private Wealth Management
Milton,
Georgia
|
$194K
|
–
|
–
|
–
|
|
|
2005
|
Ransom Advisory
Providence,
Rhode Island
|
$193K
|
+$17.5K
|
+300
|
+11%
|
|
|
2006
|
Pacific Capital Wealth Advisors
Corona,
California
|
$190K
|
-$227K
|
-3,894
|
-56%
|
|
|
2007
|
West Paces Advisors
Atlanta,
Georgia
|
$187K
|
+$29.7K
|
+510
|
+20%
|
|
|
2008
|
Custom Portfolio Group
Englewood,
Colorado
|
$187K
|
–
|
–
|
–
|
|
|
2009
|
Main Street Group
Glen Allen,
Virginia
|
$184K
|
-$225K
|
-3,858
|
-57%
|
|
|
2010
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$181K
|
–
|
–
|
–
|
|
|
2011
|
Sachetta
Lynnfield,
Massachusetts
|
$180K
|
+$25.9K
|
+444
|
+17%
|
|
|
2012
|
SJS Investment Consulting
Sylvania,
Ohio
|
$175K
|
–
|
–
|
–
|
|
|
2013
|
Atwood & Palmer
Kansas City,
Missouri
|
$172K
|
–
|
–
|
–
|
|
|
2014
|
Security National Bank
Omaha,
Nebraska
|
$168K
|
–
|
–
|
–
|
|
|
2015
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$167K
|
–
|
–
|
–
|
|
|
2016
|
HWG Holdings
Houston,
Texas
|
$166K
|
+$155K
|
+2,664
|
New
|
|
|
2017
|
PrairieView Partners
St. Paul,
Minnesota
|
$164K
|
-$6.65K
|
-114
|
-4%
|
|
|
2018
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$160K
|
+$6.3K
|
+108
|
+4%
|
|
|
2019
|
Maryland Capital Advisors
Chester,
Maryland
|
$159K
|
–
|
–
|
–
|
|
|
2020
|
Duncker Streett & Co
St. Louis,
Missouri
|
$157K
|
–
|
–
|
–
|
|
|
2021
|
Clean Yield Group
Norwich,
Vermont
|
$151K
|
–
|
–
|
–
|
|
|
2022
|
Richardson Capital Management
Menomonee Falls,
Wisconsin
|
$149K
|
+$3.5K
|
+60
|
+3%
|
|
|
2023
|
Russell Investments Group
London,
United Kingdom
|
$143K
|
+$115K
|
+1,974
|
+609%
|
|
|
2024
|
Bell Investment Advisors
Oakland,
California
|
$143K
|
–
|
–
|
–
|
|
|
2025
|
Bangor Savings Bank
Bangor,
Maine
|
$141K
|
–
|
–
|
–
|
|
