|
2001
|
Murphy & Mullick Capital Management
Smithtown,
New York
|
$39.5K
|
+$2.75K
|
+20
|
+9%
|
|
|
2002
|
Garde Capital
Seattle,
Washington
|
$38.1K
|
–
|
–
|
–
|
|
|
2003
|
Vision Financial Markets
Stamford,
Connecticut
|
$38K
|
+$275
|
+2
|
+0.8%
|
|
|
2004
|
Chesapeake Asset Management
New York
|
$37.4K
|
-$687
|
-5
|
-2%
|
|
|
2005
|
Hartford Financial Management
Hartford,
Connecticut
|
$36.5K
|
+$2.61K
|
+19
|
+8%
|
|
|
2006
|
1248 Management
Kansas City,
Missouri
|
$35.9K
|
–
|
–
|
–
|
|
|
2007
|
Bell Investment Advisors
Oakland,
California
|
$35.8K
|
+$4.4K
|
+32
|
+15%
|
|
|
2008
|
Acadian Asset Management
Boston,
Massachusetts
|
$35K
|
+$1.1K
|
+8
|
+4%
|
|
|
2009
|
Rexford Capital
Bellaire,
Texas
|
$34.7K
|
+$31.9K
|
+232
|
New
|
|
|
2010
|
Parvin Asset Management
Sioux Falls,
South Dakota
|
$34.6K
|
+$31.7K
|
+231
|
New
|
|
|
2011
|
Advantage Trust Company
Salina,
Kansas
|
$34.4K
|
–
|
–
|
–
|
|
|
2012
|
Investors Research Corp
Atlanta,
Georgia
|
$33.7K
|
+$30.9K
|
+225
|
New
|
|
|
2013
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$33.3K
|
–
|
–
|
–
|
|
|
2014
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$32.9K
|
–
|
–
|
–
|
|
|
2015
|
TFC Financial Management
Boston,
Massachusetts
|
$31.4K
|
-$2.2K
|
-16
|
-7%
|
|
|
2016
|
|
$31.4K
|
–
|
–
|
–
|
|
|
2017
|
Trust Company
Manhattan,
Kansas
|
$31.4K
|
–
|
–
|
–
|
|
|
2018
|
Berbice Capital Management
Melville,
New York
|
$29.9K
|
–
|
–
|
–
|
|
|
2019
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
$29.9K
|
–
|
–
|
–
|
|
|
2020
|
Putney Financial Group
San Rafael,
California
|
$29.9K
|
–
|
–
|
–
|
|
|
2021
|
Livelsberger Financial Advisory
Ashland,
Ohio
|
$29.9K
|
+$27.5K
|
+200
|
New
|
|
|
2022
|
Scarborough Advisors
Annapolis,
Maryland
|
$29.9K
|
+$27.5K
|
+200
|
New
|
|
|
2023
|
ORG Wealth Partners
Dallas,
Texas
|
$29.8K
|
-$69.5K
|
-506
|
-72%
|
|
|
2024
|
Wealth Preservation Advisors
Chattanooga,
Tennessee
|
$29.7K
|
+$137
|
+1
|
+0.5%
|
|
|
2025
|
Salomon & Ludwin
Richmond,
Virginia
|
$27.6K
|
–
|
–
|
–
|
|
