|
2001
|
Corrado Advisors
Ramsey,
New Jersey
|
$236K
|
-$6.85K
|
-37
|
-3%
|
|
|
2002
|
GenWealth Group
Maplewood,
New Jersey
|
$235K
|
–
|
–
|
–
|
|
|
2003
|
Somerset Group
Wayzata,
Minnesota
|
$235K
|
–
|
–
|
–
|
|
|
2004
|
South Shore Capital Advisors
Cohasset,
Massachusetts
|
$235K
|
+$237K
|
+1,282
|
New
|
|
|
2005
|
Frisch Financial Group
Melville,
New York
|
$233K
|
-$38.5K
|
-208
|
-14%
|
|
|
2006
|
Waterfront Wealth
Overland Park,
Kansas
|
$233K
|
-$18.3K
|
-99
|
-7%
|
|
|
2007
|
Profit Investment Management
North Bethesda,
Maryland
|
$233K
|
–
|
–
|
–
|
|
|
2008
|
Shoker Investment Counsel
Oxford,
Ohio
|
$233K
|
+$740
|
+4
|
+0.3%
|
|
|
2009
|
Verus Financial Partners
Richmond,
Virginia
|
$231K
|
-$86.6K
|
-468
|
-27%
|
|
|
2010
|
L2 Asset Management
Wayland,
Massachusetts
|
$231K
|
+$37.4K
|
+202
|
+19%
|
|
|
2011
|
Gould Asset Management
Claremont,
California
|
$231K
|
+$233K
|
+1,257
|
New
|
|
|
2012
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$231K
|
+$233K
|
+1,257
|
New
|
|
|
2013
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$229K
|
–
|
–
|
–
|
|
|
2014
|
Intersect Capital
San Ramon,
California
|
$229K
|
+$4.81K
|
+26
|
+2%
|
|
|
2015
|
Hemington Wealth Management
Falls Church,
Virginia
|
$229K
|
+$10.7K
|
+58
|
+5%
|
|
|
2016
|
Charles Schwab Trust
Henderson,
Nevada
|
$227K
|
-$72.5K
|
-392
|
-24%
|
|
|
2017
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$227K
|
-$40.7K
|
-220
|
-15%
|
|
|
2018
|
Mengis Capital Management
Portland,
Oregon
|
$227K
|
–
|
–
|
–
|
|
|
2019
|
Financial Management Professionals
Austin,
Texas
|
$227K
|
+$1.29K
|
+7
|
+0.6%
|
|
|
2020
|
Glassman Wealth Services
Vienna,
Virginia
|
$227K
|
+$28.1K
|
+152
|
+14%
|
|
|
2021
|
Clare Market Investments
Dallas,
Texas
|
$226K
|
-$66.3K
|
-358
|
-22%
|
|
|
2022
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$226K
|
-$143K
|
-775
|
-39%
|
|
|
2023
|
J.W. Burns & Co
Dewitt,
New York
|
$226K
|
-$13.7K
|
-74
|
-6%
|
|
|
2024
|
Concentric Wealth Management
Lafayette,
California
|
$226K
|
-$7.22K
|
-39
|
-3%
|
|
|
2025
|
Thompson Investment Management
Madison,
Wisconsin
|
$226K
|
-$1.11K
|
-6
|
-0.5%
|
|
