|
2001
|
Stephens Consulting
Flint,
Michigan
|
$65.4K
|
-$18.1K
|
-190
|
-22%
|
|
|
2002
|
Disciplined Investments
Tulsa,
Oklahoma
|
$64K
|
-$13.6K
|
-143
|
-18%
|
|
|
2003
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$63.3K
|
-$36.7K
|
-385
|
-38%
|
|
|
2004
|
Raleigh Capital Management
Cary,
North Carolina
|
$63.2K
|
-$11.3K
|
-119
|
-16%
|
|
|
2005
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$59.8K
|
–
|
–
|
–
|
|
|
2006
|
Mill Capital Management
Concord,
North Carolina
|
$59.8K
|
–
|
–
|
–
|
|
|
2007
|
Silicon Valley Capital Partners
San Jose,
California
|
$58.2K
|
-$12.6K
|
-132
|
-18%
|
|
|
2008
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$56K
|
+$6.28K
|
+66
|
+13%
|
|
|
2009
|
Nemes Rush Group
Novi,
Michigan
|
$55.7K
|
+$53.2K
|
+559
|
New
|
|
|
2010
|
First Personal Financial Services
Charlotte,
North Carolina
|
$54.2K
|
–
|
–
|
–
|
|
|
2011
|
Canton Hathaway
Providence,
Rhode Island
|
$53K
|
–
|
–
|
–
|
|
|
2012
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$51.6K
|
+$1.43K
|
+15
|
+3%
|
|
|
2013
|
Intrepid Capital Management
Jacksonville Beach,
Florida
|
$49.8K
|
+$47.6K
|
+500
|
New
|
|
|
2014
|
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
|
$49.1K
|
+$95
|
+1
|
+0.2%
|
|
|
2015
|
Kelly Financial Services
Braintree,
Massachusetts
|
$48.8K
|
-$182K
|
-1,910
|
-80%
|
|
|
2016
|
Bray Capital Advisors
Naples,
Florida
|
$45.3K
|
–
|
–
|
–
|
|
|
2017
|
Financial Management Professionals
Austin,
Texas
|
$45K
|
–
|
–
|
–
|
|
|
2018
|
Schroder Investment Management Group
London,
United Kingdom
|
$44.8K
|
–
|
–
|
–
|
|
|
2019
|
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
|
$44K
|
–
|
–
|
–
|
|
|
2020
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$43K
|
-$1.81K
|
-19
|
-4%
|
|
|
2021
|
Retirement Group
San Diego,
California
|
$42.4K
|
-$136K
|
-1,431
|
-77%
|
|
|
2022
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$40.9K
|
–
|
–
|
–
|
|
|
2023
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$38K
|
+$190
|
+2
|
+0.5%
|
|
|
2024
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$35.8K
|
–
|
–
|
–
|
|
|
2025
|
Pacifica Partners
Surrey,
Canada
|
$34.1K
|
–
|
–
|
–
|
|
