|
2001
|
BXM Wealth
Englewood,
Colorado
|
$345K
|
+$46.4K
|
+572
|
+16%
|
|
|
2002
|
Foresight Global Investors
Purchase,
New York
|
$345K
|
+$334K
|
+4,117
|
New
|
|
|
2003
|
Saxon Interests
Houston,
Texas
|
$344K
|
+$8.43K
|
+104
|
+3%
|
|
|
2004
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$344K
|
–
|
–
|
–
|
|
|
2005
|
Keynote Financial Services
Vernon,
Connecticut
|
$344K
|
–
|
–
|
–
|
|
|
2006
|
Levin Capital Strategies
New York
|
$344K
|
–
|
–
|
–
|
|
|
2007
|
|
$343K
|
-$23.4K
|
-288
|
-7%
|
|
|
2008
|
MKT Advisors
Escondido,
California
|
$343K
|
-$14.7K
|
-181
|
-4%
|
|
|
2009
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$343K
|
+$36.5K
|
+450
|
+12%
|
|
|
2010
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$342K
|
+$24.3K
|
+300
|
+8%
|
|
|
2011
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$342K
|
-$81
|
-1
|
-0%
|
|
|
2012
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$341K
|
-$10.5K
|
-130
|
-3%
|
|
|
2013
|
Circle Wealth Management
Summit,
New Jersey
|
$341K
|
-$181K
|
-2,231
|
-35%
|
|
|
2014
|
SSI Investment Management
Los Angeles,
California
|
$340K
|
–
|
–
|
–
|
|
|
2015
|
tru Independence
Portland,
Oregon
|
$339K
|
+$3.33K
|
+41
|
+1%
|
|
|
2016
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$339K
|
–
|
–
|
–
|
|
|
2017
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$338K
|
-$4.3K
|
-53
|
-1%
|
|
|
2018
|
Counterpoint Mutual Funds
San Diego,
California
|
$337K
|
+$326K
|
+4,026
|
New
|
|
|
2019
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$337K
|
+$326K
|
+4,025
|
New
|
|
|
2020
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$337K
|
–
|
–
|
–
|
|
|
2021
|
Leigh Baldwin & Co
Cazenovia,
New York
|
$337K
|
+$902K
|
+11,118
|
New
|
|
|
2022
|
James Hambro & Partners
London,
United Kingdom
|
$337K
|
–
|
–
|
–
|
|
|
2023
|
Investment Advisory Group
Hanover,
Massachusetts
|
$337K
|
+$487
|
+6
|
+0.1%
|
|
|
2024
|
Capula Management
Grand Cayman,
Cayman Islands
|
$336K
|
+$326K
|
+4,014
|
New
|
|
|
2025
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$336K
|
+$1.62K
|
+20
|
+0.5%
|
|
