|
2001
|
Perennial Advisors
New York
|
$522K
|
-$2.45K
|
-43
|
-0.5%
|
|
|
2002
|
Hardman Johnston Global Advisors
Stamford,
Connecticut
|
$522K
|
–
|
–
|
–
|
|
|
2003
|
Raub Brock Capital Management
Larkspur,
California
|
$522K
|
–
|
–
|
–
|
|
|
2004
|
Weybosset Research & Management
Province,
Rhode Island
|
$522K
|
+$506K
|
+8,872
|
New
|
|
|
2005
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$520K
|
+$20.2K
|
+355
|
+4%
|
|
|
2006
|
Avenir Corporation
Alexandria,
Virginia
|
$519K
|
+$206K
|
+3,621
|
+70%
|
|
|
2007
|
S&T Bank
Indiana,
Pennsylvania
|
$518K
|
-$63.8K
|
-1,120
|
-11%
|
|
|
2008
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$517K
|
–
|
–
|
–
|
|
|
2009
|
Kings Point Capital Management
Great Neck,
New York
|
$517K
|
+$86.2K
|
+1,512
|
+21%
|
|
|
2010
|
Wealth Advisors of Tampa Bay
Tampa,
Florida
|
$515K
|
–
|
–
|
–
|
|
|
2011
|
Benedetti & Gucer
Atlanta,
Georgia
|
$515K
|
+$5.7K
|
+100
|
+1%
|
|
|
2012
|
Tradewinds Capital Management
Bellingham,
Washington
|
$514K
|
+$47.3K
|
+830
|
+10%
|
|
|
2013
|
Kingfisher Capital
Charlotte,
North Carolina
|
$513K
|
+$2.68K
|
+47
|
+0.5%
|
|
|
2014
|
Ascent Wealth Partners
New Hartford,
New York
|
$512K
|
+$84.1K
|
+1,475
|
+20%
|
|
|
2015
|
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
|
$511K
|
-$89.4K
|
-1,568
|
-15%
|
|
|
2016
|
Independent Wealth Network
Urbandale,
Iowa
|
$511K
|
+$455K
|
+7,990
|
New
|
|
|
2017
|
Capital One Financial
Mclean,
Virginia
|
$510K
|
-$44.5K
|
-780
|
-8%
|
|
|
2018
|
WealthShield Partners
Cary,
North Carolina
|
$509K
|
-$350K
|
-6,150
|
-42%
|
|
|
2019
|
Occidental Asset Management
Burlingame,
California
|
$509K
|
+$171
|
+3
|
+0%
|
|
|
2020
|
Ballentine Partners
Waltham,
Massachusetts
|
$507K
|
-$239K
|
-4,189
|
-33%
|
|
|
2021
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$507K
|
-$102K
|
-1,793
|
-20%
|
|
|
2022
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$507K
|
+$101K
|
+1,773
|
+26%
|
|
|
2023
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$504K
|
+$2.79K
|
+49
|
+0.6%
|
|
|
2024
|
MBE Wealth Management
Tomah,
Wisconsin
|
$503K
|
+$27.8K
|
+487
|
+6%
|
|
|
2025
|
Everhart Financial Group
Dublin,
Ohio
|
$502K
|
-$108K
|
-1,887
|
-18%
|
|
