|
2001
|
Crawford Investment Counsel
Atlanta,
Georgia
|
$914K
|
-$5.47K
|
-12
|
-0.6%
|
|
|
2002
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$911K
|
+$39.2K
|
+86
|
+4%
|
|
|
2003
|
Cahill Wealth Management
Portage,
Michigan
|
$911K
|
+$1.82K
|
+4
|
+0.2%
|
|
|
2004
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$910K
|
-$27.3K
|
-60
|
-3%
|
|
|
2005
|
Shufro Rose & Co
New York
|
$906K
|
+$9.11K
|
+20
|
+1%
|
|
|
2006
|
Alpha Family Trust
Los Angeles,
California
|
$904K
|
–
|
–
|
–
|
|
|
2007
|
Atwater Malick
Lancaster,
Pennsylvania
|
$895K
|
–
|
–
|
–
|
|
|
2008
|
IFG Advisory
Atlanta,
Georgia
|
$894K
|
+$923K
|
+2,027
|
New
|
|
|
2009
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$891K
|
-$380K
|
-835
|
-29%
|
|
|
2010
|
New Republic Capital
Charlotte,
North Carolina
|
$889K
|
+$133K
|
+292
|
+17%
|
|
|
2011
|
Sompo Asset Management
Tokyo,
Japan
|
$887K
|
–
|
–
|
–
|
|
|
2012
|
Williamson Legacy Group
Carmel,
Indiana
|
$886K
|
-$810K
|
-1,779
|
-47%
|
|
|
2013
|
First Merchants Corp
Muncie,
Indiana
|
$885K
|
+$149K
|
+326
|
+19%
|
|
|
2014
|
Van Strum & Towne
San Francisco,
California
|
$882K
|
–
|
–
|
–
|
|
|
2015
|
Canal Capital Management
Richmond,
Virginia
|
$881K
|
-$2.28K
|
-5
|
-0.2%
|
|
|
2016
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$878K
|
+$203K
|
+445
|
+29%
|
|
|
2017
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$878K
|
–
|
–
|
–
|
|
|
2018
|
Florida Financial Advisors
Tampa,
Florida
|
$878K
|
+$221K
|
+485
|
+32%
|
|
|
2019
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$877K
|
-$18.7K
|
-41
|
-2%
|
|
|
2020
|
Hemington Wealth Management
Falls Church,
Virginia
|
$875K
|
+$23.2K
|
+51
|
+3%
|
|
|
2021
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$874K
|
–
|
–
|
–
|
|
|
2022
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$873K
|
-$146K
|
-320
|
-14%
|
|
|
2023
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$872K
|
-$5.01K
|
-11
|
-0.6%
|
|
|
2024
|
Howard Wealth Management
Madison,
Connecticut
|
$872K
|
–
|
–
|
–
|
|
|
2025
|
West Oak Capital
Westlake Village,
California
|
$871K
|
+$6.83K
|
+15
|
+0.8%
|
|
