|
2001
|
GM Advisory Group
Melville,
New York
|
$211K
|
+$223K
|
+635
|
New
|
|
|
2002
|
Bernard Wealth Management
Royal Oak,
Michigan
|
$211K
|
+$223K
|
+635
|
New
|
|
|
2003
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$210K
|
+$223K
|
+634
|
New
|
|
|
2004
|
Allen Capital Group
Grand Island,
Nebraska
|
$210K
|
+$3.16K
|
+9
|
+1%
|
|
|
2005
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$210K
|
+$61.4K
|
+175
|
+39%
|
|
|
2006
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$210K
|
+$222K
|
+632
|
New
|
|
|
2007
|
Grant Private Wealth Management
Pleasanton,
California
|
$209K
|
+$221K
|
+630
|
New
|
|
|
2008
|
Washburn Capital Management
Vero Beach,
Florida
|
$209K
|
+$221K
|
+630
|
New
|
|
|
2009
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$208K
|
–
|
–
|
–
|
|
|
2010
|
Kanawha Capital Management
Richmond,
Virginia
|
$207K
|
–
|
–
|
–
|
|
|
2011
|
Gables Capital Management
Miami,
Florida
|
$207K
|
–
|
–
|
–
|
|
|
2012
|
GW&K Investment Management
Boston,
Massachusetts
|
$207K
|
+$9.13K
|
+26
|
+4%
|
|
|
2013
|
Cetera Trust Company
St. Paul,
Minnesota
|
$207K
|
–
|
–
|
–
|
|
|
2014
|
Wealthedge Investment Advisors
New York
|
$206K
|
+$218K
|
+622
|
New
|
|
|
2015
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$206K
|
–
|
–
|
–
|
|
|
2016
|
McHugh Group
Bratenahl,
Ohio
|
$206K
|
+$218K
|
+620
|
New
|
|
|
2017
|
Cinctive Capital Management
New York
|
$205K
|
-$2.93M
|
-8,349
|
-93%
|
|
|
2018
|
CM Wealth Advisors
Beachwood,
Ohio
|
$205K
|
-$148K
|
-421
|
-41%
|
|
|
2019
|
East Coast Asset Management
Essex,
Massachusetts
|
$205K
|
–
|
–
|
–
|
|
|
2020
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$204K
|
–
|
–
|
–
|
|
|
2021
|
Xcel Wealth Management
Holly Hill,
Florida
|
$204K
|
–
|
–
|
–
|
|
|
2022
|
Tandem Investment Advisors
Charleston,
South Carolina
|
$204K
|
-$16.8K
|
-48
|
-7%
|
|
|
2023
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$204K
|
–
|
–
|
–
|
|
|
2024
|
Creekmur Asset Management
Morton,
Illinois
|
$203K
|
–
|
–
|
–
|
|
|
2025
|
Riverview Trust Company
Vancouver,
Washington
|
$203K
|
–
|
–
|
–
|
|
