|
2001
|
RS Crum Inc
Newport Beach,
California
|
$810K
|
+$3.45K
|
+56
|
+0.4%
|
|
|
2002
|
Evelyn Partners Asset Management
London,
|
$808K
|
-$3.51K
|
-57
|
-0.4%
|
|
|
2003
|
Roundview Capital
Princeton,
New Jersey
|
$808K
|
–
|
–
|
–
|
|
|
2004
|
CSS LLC
Chicago,
Illinois
|
$808K
|
-$718K
|
-11,670
|
-47%
|
|
|
2005
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$806K
|
-$40.3K
|
-655
|
-5%
|
|
|
2006
|
Cross Staff Investments
Pittsford,
New York
|
$805K
|
+$308
|
+5
|
+0%
|
|
|
2007
|
Martin Capital Advisors
San Antonio,
Texas
|
$805K
|
-$8.62K
|
-140
|
-1%
|
|
|
2008
|
Yelin Lapidot Holdings Management
Tel Aviv,
Israel
|
$803K
|
–
|
–
|
–
|
|
|
2009
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$802K
|
-$383K
|
-6,222
|
-32%
|
|
|
2010
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$801K
|
+$170K
|
+2,769
|
+27%
|
|
|
2011
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$801K
|
+$70.7K
|
+1,148
|
+10%
|
|
|
2012
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$801K
|
+$285K
|
+4,630
|
+56%
|
|
|
2013
|
MeadowBrook Investment Advisors
Livonia,
Michigan
|
$800K
|
-$68.6K
|
-1,115
|
-8%
|
|
|
2014
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$799K
|
+$44.1K
|
+717
|
+6%
|
|
|
2015
|
Value Partners Investments
Winnipeg,
Manitoba, Canada
|
$797K
|
-$5.57M
|
-90,431
|
-88%
|
|
|
2016
|
Eagle Global Advisors
Houston,
Texas
|
$796K
|
–
|
–
|
–
|
|
|
2017
|
Waterway Wealth Management
The Woodlands,
Texas
|
$796K
|
-$46.6K
|
-757
|
-6%
|
|
|
2018
|
Quotient Wealth Partners
Dallas,
Texas
|
$795K
|
+$135K
|
+2,187
|
+20%
|
|
|
2019
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$795K
|
+$185
|
+3
|
+0%
|
|
|
2020
|
Kelleher Financial Advisors
New York
|
$794K
|
-$144K
|
-2,337
|
-15%
|
|
|
2021
|
Novem Group
Rochester,
New York
|
$789K
|
+$112K
|
+1,814
|
+17%
|
|
|
2022
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$788K
|
-$29.6K
|
-480
|
-4%
|
|
|
2023
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
$784K
|
-$129K
|
-2,103
|
-14%
|
|
|
2024
|
Granite Harbor Advisors
Houston,
Texas
|
$784K
|
+$55.9K
|
+908
|
+8%
|
|
|
2025
|
Prentice Wealth Management
Rochester,
New York
|
$782K
|
+$17.5K
|
+285
|
+2%
|
|
