|
2001
|
Investors Financial Group
Plymouth,
Minnesota
|
$529K
|
+$1.07K
|
+22
|
+0.2%
|
|
|
2002
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$528K
|
-$378K
|
-7,749
|
-42%
|
|
|
2003
|
Global Retirement Partners
San Rafael,
California
|
$528K
|
-$48.3K
|
-989
|
-9%
|
|
|
2004
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$528K
|
+$517K
|
+10,591
|
New
|
|
|
2005
|
WESCAP Management Group
Glendale,
California
|
$527K
|
-$20.8K
|
-425
|
-4%
|
|
|
2006
|
Camelot Portfolios
Maumee,
Ohio
|
$526K
|
+$286K
|
+5,849
|
+124%
|
|
|
2007
|
Stevard LLC
Chicago,
Illinois
|
$525K
|
-$136K
|
-2,792
|
-21%
|
|
|
2008
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$525K
|
-$9.23K
|
-189
|
-2%
|
|
|
2009
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$524K
|
-$84.5K
|
-1,731
|
-14%
|
|
|
2010
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$524K
|
+$119K
|
+2,428
|
+30%
|
|
|
2011
|
CCG Wealth Management
San Diego,
California
|
$522K
|
+$511K
|
+10,472
|
New
|
|
|
2012
|
Salvus Wealth Management
Red Bank,
New Jersey
|
$521K
|
+$492K
|
+10,082
|
New
|
|
|
2013
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$519K
|
-$201K
|
-4,121
|
-28%
|
|
|
2014
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$519K
|
+$8.16K
|
+167
|
+2%
|
|
|
2015
|
Quest Investment Management
Lake Oswego,
Oregon
|
$518K
|
–
|
–
|
–
|
|
|
2016
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$517K
|
+$1.71K
|
+35
|
+0.3%
|
|
|
2017
|
Horizon Kinetics Asset Management
New York
|
$517K
|
+$99.6K
|
+2,039
|
+24%
|
|
|
2018
|
Norris Perne & French
Grand Rapids,
Michigan
|
$516K
|
+$293
|
+6
|
+0.1%
|
|
|
2019
|
First National Bank of South Miami
South Miami,
Florida
|
$515K
|
+$1.61K
|
+33
|
+0.3%
|
|
|
2020
|
Cozad Asset Management
Champaign,
Illinois
|
$512K
|
-$200K
|
-4,088
|
-28%
|
|
|
2021
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$511K
|
+$56.4K
|
+1,154
|
+13%
|
|
|
2022
|
Westover Capital Advisors
Wilmington,
Delaware
|
$508K
|
–
|
–
|
–
|
|
|
2023
|
Marietta Wealth Management
Marietta,
Georgia
|
$507K
|
-$45.4K
|
-929
|
-8%
|
|
|
2024
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$507K
|
+$497K
|
+10,184
|
New
|
|
|
2025
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$505K
|
-$86.4K
|
-1,770
|
-15%
|
|
