|
2001
|
Saratoga Research & Investment Management
Saratoga,
California
|
$602K
|
-$51.2K
|
-230
|
-8%
|
|
|
2002
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$600K
|
+$445
|
+2
|
+0.1%
|
|
|
2003
|
HFG Advisors
Cincinatti,
Ohio
|
$599K
|
–
|
–
|
–
|
|
|
2004
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$599K
|
+$43.9K
|
+197
|
+8%
|
|
|
2005
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$597K
|
-$21.6K
|
-97
|
-3%
|
|
|
2006
|
Country Trust Bank
Bloomington,
Illinois
|
$596K
|
–
|
–
|
–
|
|
|
2007
|
Tortoise Investment Management
White Plains,
New York
|
$596K
|
+$22K
|
+99
|
+4%
|
|
|
2008
|
Black Diamond Financial
Towson,
Maryland
|
$594K
|
+$602K
|
+2,704
|
New
|
|
|
2009
|
Eagle Capital Management (New York)
New York
|
$594K
|
–
|
–
|
–
|
|
|
2010
|
Barrett & Company
Providence,
Rhode Island
|
$592K
|
+$1.11K
|
+5
|
+0.2%
|
|
|
2011
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$591K
|
+$57.7K
|
+259
|
+11%
|
|
|
2012
|
Proficio Capital Partners
Newton,
Massachusetts
|
$591K
|
+$269K
|
+1,206
|
+81%
|
|
|
2013
|
Spirit of America Management Corp
Syosset,
New York
|
$587K
|
–
|
–
|
–
|
|
|
2014
|
Pegasus Asset Management
Montebello,
New York
|
$586K
|
+$34.1K
|
+153
|
+6%
|
|
|
2015
|
Willis Johnson & Associates
Houston,
Texas
|
$586K
|
-$111K
|
-497
|
-16%
|
|
|
2016
|
Wernau Asset Management
Gloucester,
Massachusetts
|
$586K
|
+$593K
|
+2,664
|
New
|
|
|
2017
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$583K
|
+$223
|
+1
|
+0%
|
|
|
2018
|
Investment Advisory Group
Hanover,
Massachusetts
|
$582K
|
-$114K
|
-512
|
-16%
|
|
|
2019
|
Wayfinding Financial
Lynnwood,
Washington
|
$582K
|
+$590K
|
+2,649
|
New
|
|
|
2020
|
Truvestments Capital
Sarasota,
Florida
|
$580K
|
+$13.8K
|
+62
|
+2%
|
|
|
2021
|
Aire Advisors
Beverly Hills,
California
|
$576K
|
+$4.45K
|
+20
|
+0.8%
|
|
|
2022
|
TriaGen Wealth Management
Calabasas,
California
|
$576K
|
–
|
–
|
–
|
|
|
2023
|
Private Wealth Partners
Mill Valley,
California
|
$572K
|
-$129K
|
-581
|
-18%
|
|
|
2024
|
Aventura Private Wealth
Aventura,
Florida
|
$572K
|
+$579K
|
+2,601
|
New
|
|
|
2025
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$571K
|
–
|
–
|
–
|
|
