|
2001
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$470K
|
+$3.03K
|
+69
|
+0.7%
|
|
|
2002
|
Financial Consulate
Hunt Valley,
Maryland
|
$469K
|
+$3.55K
|
+81
|
+0.8%
|
|
|
2003
|
CRA Financial Services
Northfield,
New Jersey
|
$469K
|
+$38.9K
|
+888
|
+10%
|
|
|
2004
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$467K
|
-$137K
|
-3,134
|
-24%
|
|
|
2005
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$466K
|
–
|
–
|
–
|
|
|
2006
|
Domani Wealth
Lancaster,
Pennsylvania
|
$465K
|
-$30.6K
|
-698
|
-7%
|
|
|
2007
|
Marshall Wace
London,
United Kingdom
|
$465K
|
+$437K
|
+9,969
|
New
|
|
|
2008
|
|
$464K
|
+$436K
|
+9,944
|
New
|
|
|
2009
|
Clarity Wealth Advisors
San Jose,
California
|
$463K
|
–
|
–
|
–
|
|
|
2010
|
Estate Counselors
Thiensville,
Wisconsin
|
$463K
|
+$436K
|
+9,947
|
New
|
|
|
2011
|
Blue Chip Wealth Management
Miami Beach,
Florida
|
$462K
|
-$6.97K
|
-159
|
-2%
|
|
|
2012
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$462K
|
+$211K
|
+4,804
|
+94%
|
|
|
2013
|
Grandfield & Dodd
New York
|
$460K
|
-$39.6K
|
-902
|
-8%
|
|
|
2014
|
Xcel Wealth Management
Holly Hill,
Florida
|
$460K
|
+$109K
|
+2,494
|
+34%
|
|
|
2015
|
Financial Perspectives
Minneapolis,
Minnesota
|
$460K
|
+$219
|
+5
|
+0.1%
|
|
|
2016
|
Sutton Wealth Advisors
Tampa,
Florida
|
$459K
|
-$9.47K
|
-216
|
-2%
|
|
|
2017
|
New Vernon Investment Management
Highland Park,
Illinois
|
$459K
|
–
|
–
|
–
|
|
|
2018
|
Knowledge Leaders Capital
Denver,
Colorado
|
$459K
|
+$432K
|
+9,840
|
New
|
|
|
2019
|
Prudent Man Advisors
Naperville,
Illinois
|
$459K
|
+$432K
|
+9,841
|
New
|
|
|
2020
|
Renaissance Investment Consultants Holding Company
Wayne,
Pennsylvania
|
$458K
|
-$21.4K
|
-487
|
-5%
|
|
|
2021
|
Successful Portfolios
Clearwater,
Florida
|
$458K
|
+$2.15K
|
+49
|
+0.5%
|
|
|
2022
|
Autus Asset Management
Scottsdale,
Arizona
|
$457K
|
+$430K
|
+9,796
|
New
|
|
|
2023
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$455K
|
+$32K
|
+729
|
+8%
|
|
|
2024
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$454K
|
+$20.9K
|
+477
|
+5%
|
|
|
2025
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$454K
|
+$26.3K
|
+600
|
+7%
|
|
