|
2001
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$419K
|
-$19.8K
|
-161
|
-4%
|
|
|
2002
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$419K
|
–
|
–
|
–
|
|
|
2003
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$417K
|
–
|
–
|
–
|
|
|
2004
|
Sadoff Investment Management
Milwaukee,
Wisconsin
|
$416K
|
-$86K
|
-700
|
-17%
|
|
|
2005
|
Hollencrest Capital Management
Newport Beach,
California
|
$416K
|
+$123
|
+1
|
+0%
|
|
|
2006
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$415K
|
–
|
–
|
–
|
|
|
2007
|
Cannell & Spears
New York
|
$415K
|
–
|
–
|
–
|
|
|
2008
|
Centric Wealth Management
Chicago,
Illinois
|
$414K
|
+$9.83K
|
+80
|
+2%
|
|
|
2009
|
HMS Capital Management
Nashville,
Tennessee
|
$413K
|
-$70.8K
|
-576
|
-14%
|
|
|
2010
|
Eagle Global Advisors
Houston,
Texas
|
$413K
|
–
|
–
|
–
|
|
|
2011
|
First Fiduciary Investment Counsel
Cleveland,
Ohio
|
$413K
|
–
|
–
|
–
|
|
|
2012
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$412K
|
–
|
–
|
–
|
|
|
2013
|
Liberty Wealth Management
Oakland,
California
|
$411K
|
+$47.2K
|
+384
|
+13%
|
|
|
2014
|
Alesco Advisors
Pittsford,
New York
|
$410K
|
–
|
–
|
–
|
|
|
2015
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$408K
|
+$7.49K
|
+61
|
+2%
|
|
|
2016
|
ArchPoint Investors
Coral Gables,
Florida
|
$406K
|
+$422K
|
+3,433
|
New
|
|
|
2017
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$405K
|
-$4.05K
|
-33
|
-1%
|
|
|
2018
|
Latitude Advisors
Vero Beach,
Florida
|
$405K
|
+$190K
|
+1,549
|
+82%
|
|
|
2019
|
Apriem Advisors
Irvine,
California
|
$404K
|
-$24.6K
|
-200
|
-6%
|
|
|
2020
|
Kercheville Advisors
San Antonio,
Texas
|
$402K
|
–
|
–
|
–
|
|
|
2021
|
Systematic Financial Management
Teaneck,
New Jersey
|
$402K
|
–
|
–
|
–
|
|
|
2022
|
Franklin Street Advisors
Chapel Hill,
North Carolina
|
$400K
|
-$3.93K
|
-32
|
-0.9%
|
|
|
2023
|
Investors Financial Group
Plymouth,
Minnesota
|
$400K
|
+$47.3K
|
+385
|
+13%
|
|
|
2024
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$398K
|
+$1.84K
|
+15
|
+0.4%
|
|
|
2025
|
CWA Asset Management Group
Naples,
Florida
|
$398K
|
+$54.9K
|
+447
|
+15%
|
|
