|
2001
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$2.95M
|
-$13.4K
|
-125
|
-0.4%
|
|
|
2002
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$2.94M
|
-$21.4K
|
-200
|
-0.7%
|
|
|
2003
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$2.92M
|
-$684K
|
-6,383
|
-18%
|
|
|
2004
|
Beacon Pointe Wealth Advisors
Newport Beach,
California
|
$2.91M
|
+$3.07M
|
+28,683
|
New
|
|
|
2005
|
Affinity Wealth Management
Wilmington,
Delaware
|
$2.9M
|
+$3.05M
|
+28,512
|
New
|
|
|
2006
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$2.89M
|
+$127K
|
+1,183
|
+4%
|
|
|
2007
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$2.86M
|
-$39.5K
|
-369
|
-1%
|
|
|
2008
|
Somerset Group
Wayzata,
Minnesota
|
$2.86M
|
+$33.3K
|
+311
|
+1%
|
|
|
2009
|
TFG Advisers
Auburn Hills,
Michigan
|
$2.86M
|
+$3.02M
|
+28,160
|
New
|
|
|
2010
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$2.85M
|
+$723K
|
+6,745
|
+32%
|
|
|
2011
|
Barton Investment Management
West Conshohocken,
Pennsylvania
|
$2.85M
|
+$9.75K
|
+91
|
+0.3%
|
|
|
2012
|
Mount Vernon Associates
Baltimore,
Maryland
|
$2.84M
|
-$38.3K
|
-358
|
-1%
|
|
|
2013
|
Alpha Capital Management
Austin,
Texas
|
$2.84M
|
+$12.3K
|
+115
|
+0.4%
|
|
|
2014
|
Executive Wealth Group
Kirkland,
Washington
|
$2.84M
|
+$156K
|
+1,453
|
+5%
|
|
|
2015
|
New Potomac Partners
Bethesda,
Maryland
|
$2.83M
|
-$67K
|
-625
|
-2%
|
|
|
2016
|
Carderock Capital Management
Chevy Chase,
Maryland
|
$2.83M
|
+$38.9K
|
+363
|
+1%
|
|
|
2017
|
Summit Securities Group
New York
|
$2.81M
|
+$1.22M
|
+11,400
|
+70%
|
|
|
2018
|
Tudor Investment Corp
Stamford,
Connecticut
|
$2.81M
|
-$11.4M
|
-106,128
|
-79%
|
|
|
2019
|
Caxton Associates (New York)
New York
|
$2.8M
|
-$1.48M
|
-13,825
|
-33%
|
|
|
2020
|
Nadler Financial Group
Deerfield,
Illinois
|
$2.8M
|
+$15.7K
|
+147
|
+0.5%
|
|
|
2021
|
Crystal Rock Capital Management
Bannockburn,
Illinois
|
$2.8M
|
–
|
–
|
–
|
|
|
2022
|
Capital Insight Partners
Scottsdale,
Arizona
|
$2.79M
|
-$9.96K
|
-93
|
-0.3%
|
|
|
2023
|
Aviance Capital Partners
Naples,
Florida
|
$2.78M
|
+$385K
|
+3,596
|
+15%
|
|
|
2024
|
Unified Trust Company
Lexington,
Kentucky
|
$2.77M
|
+$2.93M
|
+27,328
|
New
|
|
|
2025
|
Meridian Investment Counsel
Lafayette,
California
|
$2.77M
|
+$13.4K
|
+125
|
+0.5%
|
|
