|
2001
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$672K
|
-$19.3K
|
-79
|
-3%
|
|
|
2002
|
Kiker Wealth Management
Jasper,
Georgia
|
$672K
|
-$48.7K
|
-199
|
-7%
|
|
|
2003
|
Tortoise Investment Management
White Plains,
New York
|
$671K
|
-$2.94K
|
-12
|
-0.4%
|
|
|
2004
|
Eagle Capital Management (New York)
New York
|
$671K
|
–
|
–
|
–
|
|
|
2005
|
VSM Wealth Advisory
Hunt Valley,
Maryland
|
$671K
|
+$283K
|
+1,159
|
+75%
|
|
|
2006
|
|
$670K
|
+$24.5K
|
+100
|
+4%
|
|
|
2007
|
Boltwood Capital Management
Walnut Creek,
California
|
$669K
|
-$22K
|
-90
|
-3%
|
|
|
2008
|
Umpqua Bank
Lake Oswego,
Oregon
|
$668K
|
+$47.9K
|
+196
|
+8%
|
|
|
2009
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$668K
|
-$64.3K
|
-263
|
-9%
|
|
|
2010
|
Willis Johnson & Associates
Houston,
Texas
|
$667K
|
+$4.16K
|
+17
|
+0.6%
|
|
|
2011
|
Wayfinding Financial
Lynnwood,
Washington
|
$666K
|
+$7.34K
|
+30
|
+1%
|
|
|
2012
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$664K
|
+$25.2K
|
+103
|
+4%
|
|
|
2013
|
LGL Partners
Philadelphia,
Pennsylvania
|
$663K
|
+$653K
|
+2,668
|
New
|
|
|
2014
|
Spirit of America Management Corp
Syosset,
New York
|
$663K
|
–
|
–
|
–
|
|
|
2015
|
Pegasus Asset Management
Montebello,
New York
|
$663K
|
–
|
–
|
–
|
|
|
2016
|
Doheny Asset Management
Los Angeles,
California
|
$663K
|
+$19.6K
|
+80
|
+3%
|
|
|
2017
|
Oakworth Capital
Birmingham,
Alabama
|
$663K
|
+$90.5K
|
+370
|
+16%
|
|
|
2018
|
Wernau Asset Management
Gloucester,
Massachusetts
|
$662K
|
–
|
–
|
–
|
|
|
2019
|
Aventura Private Wealth
Aventura,
Florida
|
$661K
|
+$13.7K
|
+56
|
+2%
|
|
|
2020
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$659K
|
–
|
–
|
–
|
|
|
2021
|
Private Wealth Partners
Mill Valley,
California
|
$658K
|
+$10.5K
|
+43
|
+2%
|
|
|
2022
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$657K
|
-$213K
|
-870
|
-23%
|
|
|
2023
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$655K
|
-$4.65K
|
-19
|
-0.7%
|
|
|
2024
|
Pasadena Private Wealth
Pasadena,
California
|
$654K
|
+$172K
|
+702
|
+36%
|
|
|
2025
|
Investment Advisory Group
Hanover,
Massachusetts
|
$653K
|
-$4.89K
|
-20
|
-0.8%
|
|
