|
2001
|
Liberty Capital Management
Birmingham,
Michigan
|
$272K
|
–
|
–
|
–
|
|
|
2002
|
Winning Points Advisors
Boca Raton,
Florida
|
$272K
|
–
|
–
|
–
|
|
|
2003
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$271K
|
-$8.82K
|
-164
|
-3%
|
|
|
2004
|
SRH Advisors
Salina,
Kansas
|
$269K
|
+$1.02K
|
+19
|
+0.4%
|
|
|
2005
|
Blue Square Asset Management
New York
|
$268K
|
+$260K
|
+4,836
|
New
|
|
|
2006
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$267K
|
-$258K
|
-4,800
|
-51%
|
|
|
2007
|
|
$267K
|
–
|
–
|
–
|
|
|
2008
|
Trinity Legacy Partners
Houston,
Texas
|
$267K
|
+$2.42K
|
+45
|
+0.9%
|
|
|
2009
|
Heron Financial Group
New York
|
$267K
|
+$241K
|
+4,474
|
New
|
|
|
2010
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$267K
|
+$259K
|
+4,816
|
New
|
|
|
2011
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$266K
|
+$258K
|
+4,800
|
New
|
|
|
2012
|
Sigma Investment Counselors
Northville,
Michigan
|
$265K
|
-$41.7K
|
-775
|
-14%
|
|
|
2013
|
Capital Insight Partners
Scottsdale,
Arizona
|
$264K
|
-$40.6K
|
-755
|
-14%
|
|
|
2014
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$264K
|
-$6.61K
|
-123
|
-3%
|
|
|
2015
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$264K
|
+$17K
|
+316
|
+7%
|
|
|
2016
|
NovaPoint Capital
Atlanta,
Georgia
|
$263K
|
+$255K
|
+4,752
|
New
|
|
|
2017
|
Hollow Brook Wealth Management
Katonah,
New York
|
$262K
|
–
|
–
|
–
|
|
|
2018
|
Weaver Consulting Group
Huntington Beach,
California
|
$262K
|
+$10.1K
|
+188
|
+4%
|
|
|
2019
|
Bell Bank
Fargo,
North Dakota
|
$259K
|
-$2.05M
|
-38,062
|
-89%
|
|
|
2020
|
McRae Capital Management
Morristown,
New Jersey
|
$259K
|
–
|
–
|
–
|
|
|
2021
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$258K
|
-$3.33K
|
-62
|
-1%
|
|
|
2022
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$258K
|
+$376
|
+7
|
+0.2%
|
|
|
2023
|
WealthOne
Albany,
New York
|
$258K
|
+$1.07K
|
+20
|
+0.4%
|
|
|
2024
|
Vestor Capital
Chicago,
Illinois
|
$258K
|
+$72.6K
|
+1,350
|
+41%
|
|
|
2025
|
Solstein Capital
Menlo Park,
California
|
$258K
|
+$250K
|
+4,657
|
New
|
|
