|
2001
|
Truvestments Capital
Sarasota,
Florida
|
$305K
|
+$7.72K
|
+31
|
+3%
|
|
|
2002
|
Novare Capital Management
Charlotte,
North Carolina
|
$304K
|
–
|
–
|
–
|
|
|
2003
|
Old Port Advisors
Portland,
Maine
|
$304K
|
+$20.4K
|
+82
|
+8%
|
|
|
2004
|
Matthew Hamilton Rosenberg
|
$303K
|
–
|
–
|
–
|
|
|
2005
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$303K
|
+$278K
|
+1,116
|
New
|
|
|
2006
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$301K
|
+$12.2K
|
+49
|
+5%
|
|
|
2007
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$300K
|
+$1.49K
|
+6
|
+0.5%
|
|
|
2008
|
Alpha Financial Partners
Lexington,
Kentucky
|
$300K
|
+$276K
|
+1,108
|
New
|
|
|
2009
|
Strait & Sound Wealth Management
San Francisco,
California
|
$300K
|
-$68.5K
|
-275
|
-20%
|
|
|
2010
|
FDx Advisors
Chicago,
Illinois
|
$300K
|
-$48.3K
|
-194
|
-15%
|
|
|
2011
|
DF Dent & Co
Baltimore,
Maryland
|
$300K
|
-$12.4K
|
-50
|
-4%
|
|
|
2012
|
Fidelity International
Hamilton,
Bermuda
|
$299K
|
+$30.1K
|
+121
|
+12%
|
|
|
2013
|
Reinhart Partners
Mequon,
Wisconsin
|
$298K
|
–
|
–
|
–
|
|
|
2014
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$298K
|
-$86.4K
|
-347
|
-24%
|
|
|
2015
|
Buckley Wealth Management
Las Vegas,
Nevada
|
$298K
|
-$9.96K
|
-40
|
-4%
|
|
|
2016
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$297K
|
+$266K
|
+1,070
|
New
|
|
|
2017
|
Howard Financial Services
Dallas,
Texas
|
$296K
|
-$2.24K
|
-9
|
-0.8%
|
|
|
2018
|
Voya Financial Advisors
Windsor,
Connecticut
|
$295K
|
-$16.4K
|
-66
|
-6%
|
|
|
2019
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$295K
|
–
|
–
|
–
|
|
|
2020
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$294K
|
–
|
–
|
–
|
|
|
2021
|
Patrick M. Sweeney & Associates
Libertyville,
Illinois
|
$293K
|
+$4.98K
|
+20
|
+2%
|
|
|
2022
|
RiverFront Investment Group
Richmond,
Virginia
|
$293K
|
+$269K
|
+1,081
|
New
|
|
|
2023
|
Bristlecone Advisors
Bellevue,
Washington
|
$292K
|
–
|
–
|
–
|
|
|
2024
|
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
|
$291K
|
-$4.73K
|
-19
|
-2%
|
|
|
2025
|
Jump Financial
Chicago,
Illinois
|
$290K
|
-$393K
|
-1,577
|
-60%
|
|
