|
2001
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
$16.5M
|
+$2.84M
|
+12,277
|
+20%
|
|
|
2002
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$16.5M
|
-$336K
|
-1,452
|
-2%
|
|
|
2003
|
|
$16.5M
|
-$558K
|
-2,407
|
-3%
|
|
|
2004
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$16.4M
|
-$156K
|
-672
|
-0.9%
|
|
|
2005
|
Field & Main Bank
Henderson,
Kentucky
|
$16.4M
|
-$506K
|
-2,185
|
-3%
|
|
|
2006
|
Calton & Associates
Tampa,
Florida
|
$16.4M
|
+$7.29M
|
+31,451
|
+74%
|
|
|
2007
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$16.4M
|
-$147K
|
-636
|
-0.9%
|
|
|
2008
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$16.4M
|
+$385K
|
+1,663
|
+2%
|
|
|
2009
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$16.4M
|
-$637K
|
-2,749
|
-4%
|
|
|
2010
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$16.4M
|
-$834K
|
-3,601
|
-5%
|
|
|
2011
|
Professional Advisory Services
Vero Beach,
Florida
|
$16.4M
|
-$381K
|
-1,645
|
-2%
|
|
|
2012
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$16.3M
|
-$251K
|
-1,083
|
-1%
|
|
|
2013
|
Patten Group
Chattanooga,
Tennessee
|
$16.3M
|
-$767K
|
-3,310
|
-4%
|
|
|
2014
|
Texas Bank & Trust
Longview,
Texas
|
$16.3M
|
-$286K
|
-1,236
|
-2%
|
|
|
2015
|
Frisch Financial Group
Melville,
New York
|
$16.3M
|
-$2.37M
|
-10,218
|
-12%
|
|
|
2016
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$16.3M
|
-$4.23M
|
-18,251
|
-20%
|
|
|
2017
|
Financial Network Wealth Management
Draper,
Utah
|
$16.3M
|
-$420K
|
-1,813
|
-2%
|
|
|
2018
|
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
|
$16.3M
|
+$37.5K
|
+162
|
+0.2%
|
|
|
2019
|
Wright Investors Service
Shelton,
Connecticut
|
$16.2M
|
-$1.7M
|
-7,351
|
-9%
|
|
|
2020
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$16.2M
|
-$78.5K
|
-339
|
-0.5%
|
|
|
2021
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$16.2M
|
+$71.6K
|
+309
|
+0.4%
|
|
|
2022
|
Managed Asset Portfolios
Rochester,
Michigan
|
$16.2M
|
-$55.4K
|
-239
|
-0.3%
|
|
|
2023
|
Kennedy Investment Group
West Depford,
New Jersey
|
$16.2M
|
+$91.5K
|
+395
|
+0.5%
|
|
|
2024
|
Strategic Financial Services
Utica,
New York
|
$16.2M
|
-$396K
|
-1,708
|
-2%
|
|
|
2025
|
|
$16.2M
|
-$963K
|
-4,158
|
-5%
|
|
