|
2001
|
Monterey Private Wealth
Monterey,
California
|
$282K
|
+$1.43K
|
+23
|
+0.5%
|
|
|
2002
|
Perritt Capital Management
Chicago,
Illinois
|
$282K
|
+$278K
|
+4,470
|
New
|
|
|
2003
|
Shayne & Jacobs LLC
Nashville,
Tennessee
|
$281K
|
+$1.87K
|
+30
|
+0.7%
|
|
|
2004
|
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
|
$280K
|
+$62.2K
|
+1,000
|
+29%
|
|
|
2005
|
Successful Portfolios
Clearwater,
Florida
|
$279K
|
-$6.22K
|
-100
|
-2%
|
|
|
2006
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$278K
|
+$274K
|
+4,400
|
New
|
|
|
2007
|
Financial Partners Capital Management
New York
|
$278K
|
+$274K
|
+4,400
|
New
|
|
|
2008
|
Brown Capital Management
Baltimore,
Maryland
|
$277K
|
–
|
–
|
–
|
|
|
2009
|
Rinet Company
Boston,
Massachusetts
|
$277K
|
+$273K
|
+4,383
|
New
|
|
|
2010
|
SkyOak Wealth
Southfield,
Michigan
|
$276K
|
+$124
|
+2
|
+0%
|
|
|
2011
|
Tradewinds Capital Management
Bellingham,
Washington
|
$276K
|
+$498
|
+8
|
+0.2%
|
|
|
2012
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$275K
|
–
|
–
|
–
|
|
|
2013
|
Edge Capital Group
Atlanta,
Georgia
|
$275K
|
+$6.22K
|
+100
|
+2%
|
|
|
2014
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$274K
|
+$270K
|
+4,347
|
New
|
|
|
2015
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$274K
|
+$17.8K
|
+286
|
+7%
|
|
|
2016
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$273K
|
-$46K
|
-739
|
-15%
|
|
|
2017
|
SSI Investment Management
Los Angeles,
California
|
$273K
|
-$124
|
-2
|
-0%
|
|
|
2018
|
Acadian Asset Management
Boston,
Massachusetts
|
$273K
|
–
|
–
|
–
|
|
|
2019
|
Trinity Financial Advisors
Columbus,
Ohio
|
$273K
|
+$62
|
+1
|
+0%
|
|
|
2020
|
Advisors Management Group
La Crosse,
Wisconsin
|
$273K
|
+$269K
|
+4,317
|
New
|
|
|
2021
|
Westwood Holdings Group
Dallas,
Texas
|
$271K
|
+$19.9K
|
+320
|
+8%
|
|
|
2022
|
Bison Wealth
Atlanta,
Georgia
|
$270K
|
-$108K
|
-1,730
|
-29%
|
|
|
2023
|
Inscription Capital
Houston,
Texas
|
$269K
|
+$21.8K
|
+350
|
+9%
|
|
|
2024
|
JT Stratford LLC
Gainesville,
Georgia
|
$268K
|
-$1.04M
|
-16,711
|
-80%
|
|
|
2025
|
Pioneer Trust Bank
Salem,
Oregon
|
$268K
|
-$62
|
-1
|
-0%
|
|
