|
2001
|
East Coast Asset Management
Essex,
Massachusetts
|
$665K
|
–
|
–
|
–
|
|
|
2002
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$665K
|
–
|
–
|
–
|
|
|
2003
|
Columbia Trust
Portland,
Oregon
|
$663K
|
-$46.7K
|
-423
|
-7%
|
|
|
2004
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$662K
|
+$71.9K
|
+651
|
+12%
|
|
|
2005
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$660K
|
–
|
–
|
–
|
|
|
2006
|
Starfire Investment Advisers
Southfield,
Michigan
|
$659K
|
+$12.3K
|
+111
|
+2%
|
|
|
2007
|
Augustine Asset Management
Jacksonville,
Florida
|
$659K
|
+$33.3K
|
+302
|
+5%
|
|
|
2008
|
Foster & Motley
Cincinnati,
Ohio
|
$657K
|
-$333K
|
-3,019
|
-34%
|
|
|
2009
|
Barton Investment Management
West Conshohocken,
Pennsylvania
|
$656K
|
–
|
–
|
–
|
|
|
2010
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$656K
|
+$14.2K
|
+129
|
+2%
|
|
|
2011
|
Alpine Global Management
New York
|
$656K
|
+$650K
|
+5,886
|
New
|
|
|
2012
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$653K
|
+$38.6K
|
+350
|
+6%
|
|
|
2013
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$652K
|
-$25.6K
|
-232
|
-4%
|
|
|
2014
|
Zuckerman Investment Group
Chicago,
Illinois
|
$652K
|
+$18.2K
|
+165
|
+3%
|
|
|
2015
|
TrinityPoint Wealth
Milford,
Connecticut
|
$650K
|
-$23K
|
-208
|
-3%
|
|
|
2016
|
Modera Wealth Management
Westwood,
New Jersey
|
$637K
|
+$105K
|
+951
|
+20%
|
|
|
2017
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$637K
|
+$631K
|
+5,717
|
New
|
|
|
2018
|
Stelac Advisory Services
New York
|
$636K
|
+$630K
|
+5,706
|
New
|
|
|
2019
|
Blue Edge Capital
Richmond,
Virginia
|
$633K
|
–
|
–
|
–
|
|
|
2020
|
Harvey Investment Company
Louisville,
Kentucky
|
$632K
|
–
|
–
|
–
|
|
|
2021
|
Northstar Wealth Partners
West Hartford,
Connecticut
|
$630K
|
+$82K
|
+743
|
+15%
|
|
|
2022
|
Islay Capital Management
Lubbock,
Texas
|
$629K
|
-$16.9K
|
-153
|
-3%
|
|
|
2023
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$629K
|
-$3.31K
|
-30
|
-0.5%
|
|
|
2024
|
Gradient Capital Advisors
San Diego,
California
|
$629K
|
-$2.54K
|
-23
|
-0.4%
|
|
|
2025
|
Cullen Capital Management
New York
|
$629K
|
–
|
–
|
–
|
|
