|
2001
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$1.56M
|
+$423K
|
+4,780
|
+44%
|
|
|
2002
|
Ashford Capital Management
Wilmington,
Delaware
|
$1.56M
|
–
|
–
|
–
|
|
|
2003
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$1.56M
|
+$1.5M
|
+16,920
|
New
|
|
|
2004
|
Capital Fund Management (CFM)
Paris,
France
|
$1.56M
|
+$1.49M
|
+16,860
|
New
|
|
|
2005
|
RDA Financial Network
Akron,
Iowa
|
$1.56M
|
+$47.8K
|
+540
|
+3%
|
|
|
2006
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$1.55M
|
+$62K
|
+700
|
+4%
|
|
|
2007
|
Oak Grove Capital
North Hampton,
New Hampshire
|
$1.55M
|
+$53.1K
|
+600
|
+4%
|
|
|
2008
|
CNB Bank
Clearfield,
Pennsylvania
|
$1.55M
|
+$97.4K
|
+1,100
|
+7%
|
|
|
2009
|
Titus Wealth Management
Larskpur,
California
|
$1.54M
|
-$28.3K
|
-320
|
-2%
|
|
|
2010
|
Aspiriant LLC
Los Angeles,
California
|
$1.54M
|
+$40.7K
|
+460
|
+3%
|
|
|
2011
|
Cottage Street Advisors
Marion,
Massachusetts
|
$1.54M
|
+$186K
|
+2,100
|
+14%
|
|
|
2012
|
World Investment Advisors
Santa Barbara,
California
|
$1.53M
|
-$88.5K
|
-1,000
|
-6%
|
|
|
2013
|
Center for Financial Planning
Southfied,
Michigan
|
$1.53M
|
+$1.46M
|
+16,520
|
New
|
|
|
2014
|
TDAM USA
Toronto,
Ontario, Canada
|
$1.52M
|
-$260K
|
-2,940
|
-15%
|
|
|
2015
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$1.52M
|
+$70.8K
|
+800
|
+5%
|
|
|
2016
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
$1.52M
|
+$95.6K
|
+1,080
|
+7%
|
|
|
2017
|
First Mercantile Trust
Cordova,
Tennessee
|
$1.51M
|
-$361K
|
-4,080
|
-20%
|
|
|
2018
|
Garrison Bradford & Associates
New York
|
$1.51M
|
–
|
–
|
–
|
|
|
2019
|
Addison Capital
Conshohocken,
Pennsylvania
|
$1.5M
|
-$5.31K
|
-60
|
-0.4%
|
|
|
2020
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$1.5M
|
-$313K
|
-3,540
|
-18%
|
|
|
2021
|
McGowan Group Asset Management
Dallas,
Texas
|
$1.5M
|
-$24.8K
|
-280
|
-2%
|
|
|
2022
|
Sutton Wealth Advisors
Tampa,
Florida
|
$1.49M
|
-$10.6K
|
-120
|
-0.7%
|
|
|
2023
|
Integre Asset Management
New York
|
$1.49M
|
-$131K
|
-1,480
|
-8%
|
|
|
2024
|
Successful Portfolios
Clearwater,
Florida
|
$1.49M
|
-$88.5K
|
-1,000
|
-6%
|
|
|
2025
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$1.48M
|
-$63.7K
|
-720
|
-4%
|
|
