|
2001
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$260K
|
-$2.34K
|
-48
|
-0.8%
|
|
|
2002
|
Valmark Advisers
Akron,
Ohio
|
$257K
|
+$49
|
+1
|
+0%
|
|
|
2003
|
Cottage Street Advisors
Marion,
Massachusetts
|
$256K
|
-$1.17M
|
-24,088
|
-82%
|
|
|
2004
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$256K
|
–
|
–
|
–
|
|
|
2005
|
BigSur Wealth Management
Miami,
Florida
|
$256K
|
+$5.35K
|
+110
|
+2%
|
|
|
2006
|
Ridgewood Investments
Springfield,
New Jersey
|
$255K
|
–
|
–
|
–
|
|
|
2007
|
|
$255K
|
+$263K
|
+5,400
|
New
|
|
|
2008
|
Parthenon LLC
Louisville,
Kentucky
|
$254K
|
–
|
–
|
–
|
|
|
2009
|
Berman Capital Advisors
Atlanta,
Georgia
|
$251K
|
-$16.4K
|
-336
|
-6%
|
|
|
2010
|
Fenimore Asset Management
Cobleskill,
New York
|
$251K
|
–
|
–
|
–
|
|
|
2011
|
ACR Alpine Capital Research
St. Louis,
Missouri
|
$251K
|
+$161K
|
+3,315
|
+166%
|
|
|
2012
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$248K
|
-$6M
|
-123,300
|
-96%
|
|
|
2013
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$248K
|
–
|
–
|
–
|
|
|
2014
|
Total Investment Management
Scottsdale,
Arizona
|
$248K
|
+$146
|
+3
|
+0.1%
|
|
|
2015
|
Avity Investment Management
Greenwich,
Connecticut
|
$247K
|
+$14.5K
|
+297
|
+6%
|
|
|
2016
|
Corrigan Financial
Middletown,
Rhode Island
|
$247K
|
-$3.41K
|
-70
|
-1%
|
|
|
2017
|
RGT Wealth Advisors
Dallas,
Texas
|
$246K
|
+$33.8K
|
+694
|
+15%
|
|
|
2018
|
First Mercantile Trust
Cordova,
Tennessee
|
$245K
|
-$46.2K
|
-950
|
-15%
|
|
|
2019
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$245K
|
–
|
–
|
–
|
|
|
2020
|
Kazazian Asset Management
Fort Lauderdale,
Florida
|
$244K
|
–
|
–
|
–
|
|
|
2021
|
GSB Wealth Management
Guilford,
Connecticut
|
$244K
|
+$1.51K
|
+31
|
+0.6%
|
|
|
2022
|
Stone Run Capital
New York
|
$244K
|
+$7.79K
|
+160
|
+3%
|
|
|
2023
|
Charter Research & Investment Group
Southport,
Connecticut
|
$243K
|
–
|
–
|
–
|
|
|
2024
|
Stadion Money Management
Watkinsville,
Georgia
|
$243K
|
–
|
–
|
–
|
|
|
2025
|
First Long Island Investors
Jericho,
New York
|
$242K
|
–
|
–
|
–
|
|
