|
2001
|
Ritholtz Wealth Management
New York
|
$871K
|
-$146K
|
-1,198
|
-11%
|
|
|
2002
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$868K
|
+$6.44K
|
+53
|
+0.6%
|
|
|
2003
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$867K
|
+$762K
|
+6,276
|
+187%
|
|
|
2004
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$863K
|
-$175K
|
-1,439
|
-13%
|
|
|
2005
|
Private Vista
Chicago,
Illinois
|
$863K
|
+$38.4K
|
+316
|
+3%
|
|
|
2006
|
Asset Management Corp
Northbrook,
Illinois
|
$861K
|
+$456K
|
+3,757
|
+64%
|
|
|
2007
|
PhiloSmith Capital
Stamford,
Connecticut
|
$860K
|
-$13.5M
|
-111,125
|
-92%
|
|
|
2008
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$860K
|
–
|
–
|
–
|
|
|
2009
|
Gyroscope Capital Management Group
Naples,
Florida
|
$857K
|
-$158K
|
-1,300
|
-12%
|
|
|
2010
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$855K
|
–
|
–
|
–
|
|
|
2011
|
Front Row Advisors
Tiburon,
California
|
$855K
|
+$138K
|
+1,135
|
+15%
|
|
|
2012
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
$847K
|
-$7.9K
|
-65
|
-0.7%
|
|
|
2013
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$841K
|
-$955K
|
-7,864
|
-46%
|
|
|
2014
|
Oakbrook Investments
Lisle,
Illinois
|
$837K
|
-$4.02M
|
-33,091
|
-78%
|
|
|
2015
|
First National Bank of South Miami
South Miami,
Florida
|
$837K
|
-$39.4K
|
-324
|
-3%
|
|
|
2016
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$837K
|
-$18.2K
|
-150
|
-2%
|
|
|
2017
|
Sandhill Capital Partners
Buffalo,
New York
|
$835K
|
+$35K
|
+288
|
+3%
|
|
|
2018
|
Squar Milner Financial Services
Irvine,
California
|
$834K
|
-$142K
|
-1,168
|
-11%
|
|
|
2019
|
Weather Gauge Advisory
Williamsburg,
Virginia
|
$833K
|
-$34.6K
|
-285
|
-3%
|
|
|
2020
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$832K
|
-$37.7K
|
-310
|
-3%
|
|
|
2021
|
Clear Creek Financial Management
Silverdale,
Washington
|
$830K
|
+$766K
|
+6,302
|
+228%
|
|
|
2022
|
Mason Investment Advisory Services
Reston,
Virginia
|
$828K
|
+$1.12M
|
+9,201
|
New
|
|
|
2023
|
Accident Compensation Corp
Wellington,
New Zealand
|
$828K
|
+$1.12M
|
+9,200
|
New
|
|
|
2024
|
Keeley-Teton Advisors
Chicago,
Illinois
|
$827K
|
-$79.1K
|
-651
|
-7%
|
|
|
2025
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$824K
|
–
|
–
|
–
|
|
