|
2001
|
Citadel Advisors
Miami,
Florida
|
$144K
|
-$1.48M
|
-32,841
|
-91%
|
|
|
2002
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$141K
|
-$1.43M
|
-31,867
|
-91%
|
|
|
2003
|
Rothschild Investment LLC
Chicago,
Illinois
|
$140K
|
+$14.4K
|
+320
|
+12%
|
|
|
2004
|
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
$139K
|
–
|
–
|
–
|
|
|
2005
|
Ramirez Asset Management
New York
|
$132K
|
-$193K
|
-4,278
|
-59%
|
|
|
2006
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$131K
|
–
|
–
|
–
|
|
|
2007
|
Tacita Capital
Toronto,
Ontario, Canada
|
$128K
|
–
|
–
|
–
|
|
|
2008
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$126K
|
-$72.7K
|
-1,615
|
-37%
|
|
|
2009
|
CKW Financial Group
Honolulu,
Hawaii
|
$126K
|
–
|
–
|
–
|
|
|
2010
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$125K
|
-$46.9K
|
-1,041
|
-27%
|
|
|
2011
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$125K
|
+$90
|
+2
|
+0.1%
|
|
|
2012
|
Concord Wealth Partners
Abingdon,
Virginia
|
$125K
|
-$28.7K
|
-637
|
-19%
|
|
|
2013
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$123K
|
–
|
–
|
–
|
|
|
2014
|
First Pacific Financial
Vancouver,
Washington
|
$123K
|
+$18.2K
|
+405
|
+18%
|
|
|
2015
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$119K
|
+$21K
|
+467
|
+22%
|
|
|
2016
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$119K
|
+$24.4K
|
+541
|
+26%
|
|
|
2017
|
Roehl & Yi Investment Advisors
Eugene,
Oregon
|
$117K
|
+$17.6K
|
+390
|
+2%
|
|
|
2018
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$112K
|
–
|
–
|
–
|
|
|
2019
|
Security National Bank
Omaha,
Nebraska
|
$111K
|
-$56.4K
|
-1,252
|
-34%
|
|
|
2020
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$110K
|
–
|
–
|
–
|
|
|
2021
|
SG Americas Securities
New York
|
$110K
|
+$110K
|
+2,440
|
New
|
|
|
2022
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$110K
|
–
|
–
|
–
|
|
|
2023
|
Angeles Wealth Management
Santa Monica,
California
|
$107K
|
–
|
–
|
–
|
|
|
2024
|
Rogco LP
Claremore,
Oklahoma
|
$104K
|
-$47.6K
|
-1,058
|
-32%
|
|
|
2025
|
Nalls Sherbakoff Group
Knoxville,
Tennessee
|
$103K
|
+$103K
|
+2,280
|
New
|
|
