|
2001
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$708K
|
+$23.5K
|
+534
|
+3%
|
|
|
2002
|
Farmers Trust Company
Youngstown,
Ohio
|
$707K
|
-$7.21K
|
-164
|
-1%
|
|
|
2003
|
TCI Wealth Advisors
Tucson,
Arizona
|
$706K
|
-$16.7K
|
-380
|
-2%
|
|
|
2004
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$705K
|
-$742K
|
-16,863
|
-51%
|
|
|
2005
|
Bay Colony Advisors
Concord,
Massachusetts
|
$704K
|
-$30.4K
|
-690
|
-4%
|
|
|
2006
|
Austin Private Wealth
Austin,
Texas
|
$703K
|
+$217K
|
+4,933
|
+45%
|
|
|
2007
|
SYM Financial Corp
Winona Lake,
Indiana
|
$703K
|
+$60.7K
|
+1,379
|
+9%
|
|
|
2008
|
Gilbert & Cook
West Des Moines,
Iowa
|
$702K
|
+$1.23K
|
+28
|
+0.2%
|
|
|
2009
|
C2C Wealth Management
Scottsdale,
Arizona
|
$702K
|
+$2.64K
|
+60
|
+0.4%
|
|
|
2010
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$701K
|
-$33.3K
|
-756
|
-5%
|
|
|
2011
|
Leavell Investment Management
Mobile,
Alabama
|
$701K
|
+$191K
|
+4,342
|
+37%
|
|
|
2012
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$700K
|
-$26.4K
|
-600
|
-4%
|
|
|
2013
|
Kazazian Asset Management
Fort Lauderdale,
Florida
|
$698K
|
+$699K
|
+15,879
|
New
|
|
|
2014
|
General Partner Inc
Pittsburgh,
Pennsylvania
|
$697K
|
–
|
–
|
–
|
|
|
2015
|
Ascent Wealth Partners
New Hartford,
New York
|
$697K
|
-$9.11K
|
-207
|
-1%
|
|
|
2016
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$697K
|
-$1.41K
|
-32
|
-0.2%
|
|
|
2017
|
Zuckerman Investment Group
Chicago,
Illinois
|
$696K
|
-$17.6K
|
-401
|
-3%
|
|
|
2018
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$693K
|
-$13.6K
|
-310
|
-2%
|
|
|
2019
|
Private Wealth Advisors (California)
Fresno,
California
|
$692K
|
+$880
|
+20
|
+0.1%
|
|
|
2020
|
Opal Wealth Advisors
Jericho,
New York
|
$692K
|
+$20.6K
|
+468
|
+3%
|
|
|
2021
|
Howard Capital Management Group
Los Angeles,
California
|
$692K
|
-$171K
|
-3,890
|
-20%
|
|
|
2022
|
Benedict Financial Advisors
Atlanta,
Georgia
|
$691K
|
+$170K
|
+3,868
|
+33%
|
|
|
2023
|
Lakeshore Capital Group
Rolling Meadows,
Illinois
|
$691K
|
+$691K
|
+15,717
|
New
|
|
|
2024
|
Harvey Investment Company
Louisville,
Kentucky
|
$689K
|
–
|
–
|
–
|
|
|
2025
|
Sky Investment Group
Hartford,
Connecticut
|
$688K
|
–
|
–
|
–
|
|
