|
2001
|
First National Corp
Rockland,
Massachusetts
|
$285K
|
+$297K
|
+828
|
New
|
|
|
2002
|
MJP Associates
Farmington,
Connecticut
|
$284K
|
-$12.9K
|
-36
|
-4%
|
|
|
2003
|
Muirfield Wealth Advisors
Charlotte,
North Carolina
|
$284K
|
-$1.44K
|
-4
|
-0.5%
|
|
|
2004
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$284K
|
-$244K
|
-681
|
-46%
|
|
|
2005
|
Destination Wealth Management
Walnut Creek,
California
|
$284K
|
+$29.1K
|
+81
|
+11%
|
|
|
2006
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$284K
|
+$248K
|
+692
|
+618%
|
|
|
2007
|
Secure Asset Management
Troy,
Michigan
|
$283K
|
-$6.82K
|
-19
|
-2%
|
|
|
2008
|
Wall Street Financial Group
Carlinville,
Illinois
|
$283K
|
+$66.7K
|
+186
|
+30%
|
|
|
2009
|
Pzena Investment Management
New York
|
$283K
|
+$78.6K
|
+219
|
+38%
|
|
|
2010
|
AtlasMark Financial
Austin,
Texas
|
$282K
|
–
|
–
|
–
|
|
|
2011
|
Dopkins Wealth Management
Williamsville,
New York
|
$282K
|
–
|
–
|
–
|
|
|
2012
|
Sapient Capital
Indianapolis,
Indiana
|
$282K
|
-$49.5K
|
-138
|
-15%
|
|
|
2013
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$281K
|
+$53.1K
|
+148
|
+23%
|
|
|
2014
|
Parvin Asset Management
Sioux Falls,
South Dakota
|
$281K
|
+$268K
|
+748
|
+1,496%
|
|
|
2015
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$281K
|
+$286K
|
+796
|
New
|
|
|
2016
|
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
|
$279K
|
–
|
–
|
–
|
|
|
2017
|
Kelleher Financial Advisors
New York
|
$278K
|
+$283K
|
+788
|
New
|
|
|
2018
|
Armis Advisers
Atlanta,
Georgia
|
$278K
|
+$6.82K
|
+19
|
+2%
|
|
|
2019
|
Victory Financial Group
Austin,
Texas
|
$277K
|
+$22.6K
|
+63
|
+9%
|
|
|
2020
|
Murphy & Mullick Capital Management
Smithtown,
New York
|
$277K
|
+$25.1K
|
+70
|
+10%
|
|
|
2021
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$277K
|
-$13.3K
|
-37
|
-5%
|
|
|
2022
|
Williams & Novak
Westlake Village,
California
|
$277K
|
+$281K
|
+784
|
New
|
|
|
2023
|
Mendel Money Management
Northbrook,
Illinois
|
$276K
|
-$5.02K
|
-14
|
-2%
|
|
|
2024
|
Veery Capital
Wilmington,
Delaware
|
$275K
|
–
|
–
|
–
|
|
|
2025
|
Lighthouse Investment Partners
Palm Beach Gardens,
Florida
|
$275K
|
+$280K
|
+780
|
New
|
|
