|
2001
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$242K
|
–
|
–
|
–
|
|
|
2002
|
Concentric Wealth Management
Lafayette,
California
|
$242K
|
+$1.08K
|
+33
|
+0.4%
|
|
|
2003
|
Maia Wealth
Denver,
Colorado
|
$241K
|
+$230K
|
+7,006
|
New
|
|
|
2004
|
Telos Capital Management
San Diego,
California
|
$241K
|
-$262
|
-8
|
-0.1%
|
|
|
2005
|
Austin Private Wealth
Austin,
Texas
|
$241K
|
-$107K
|
-3,267
|
-30%
|
|
|
2006
|
Investment Advisory Group
Hanover,
Massachusetts
|
$240K
|
-$8.98K
|
-274
|
-3%
|
|
|
2007
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$240K
|
-$39.3K
|
-1,200
|
-13%
|
|
|
2008
|
Inlet Private Wealth
Jupiter,
Florida
|
$240K
|
+$67.7K
|
+2,066
|
+36%
|
|
|
2009
|
MeadowBrook Investment Advisors
Livonia,
Michigan
|
$239K
|
-$45.9K
|
-1,400
|
-15%
|
|
|
2010
|
Hoya Capital Real Estate
Rowayton,
Connecticut
|
$239K
|
–
|
–
|
–
|
|
|
2011
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$239K
|
-$43.7K
|
-1,333
|
-15%
|
|
|
2012
|
SNS Financial Group
Minneapolis,
Minnesota
|
$238K
|
-$21.1K
|
-645
|
-8%
|
|
|
2013
|
Diametric Capital
Boston,
Massachusetts
|
$238K
|
+$251K
|
+7,674
|
New
|
|
|
2014
|
Raelipskie Partnership
Waterloo,
Ontario, Canada
|
$237K
|
+$1.8K
|
+55
|
+0.7%
|
|
|
2015
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$237K
|
-$33.8K
|
-1,032
|
-12%
|
|
|
2016
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$237K
|
-$83.7K
|
-2,554
|
-25%
|
|
|
2017
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$236K
|
+$9.73K
|
+297
|
+4%
|
|
|
2018
|
|
$236K
|
+$3.57K
|
+109
|
+1%
|
|
|
2019
|
Plancorp LLC
Saint Louis,
Missouri
|
$236K
|
-$9.37K
|
-286
|
-4%
|
|
|
2020
|
Members Trust
Tampa,
Florida
|
$236K
|
–
|
–
|
–
|
|
|
2021
|
Vaughan Nelson Investment Management
Houston,
Texas
|
$235K
|
–
|
–
|
–
|
|
|
2022
|
City State Bank
Norwalk,
Iowa
|
$235K
|
-$37K
|
-1,130
|
-13%
|
|
|
2023
|
Calton & Associates
Tampa,
Florida
|
$235K
|
+$87.1K
|
+2,658
|
+54%
|
|
|
2024
|
Register Financial Advisors
Atlanta,
Georgia
|
$234K
|
+$66
|
+2
|
+0%
|
|
|
2025
|
RFP Financial Group
Atlanta,
Georgia
|
$234K
|
-$4.95K
|
-151
|
-2%
|
|
