|
2001
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$8.35M
|
+$357K
|
+1,540
|
+5%
|
|
|
2002
|
|
$8.34M
|
-$11.6K
|
-50
|
-0.1%
|
|
|
2003
|
Front Row Advisors
Tiburon,
California
|
$8.34M
|
+$71.5K
|
+308
|
+0.9%
|
|
|
2004
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$8.33M
|
+$523K
|
+2,255
|
+7%
|
|
|
2005
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$8.33M
|
+$141K
|
+606
|
+2%
|
|
|
2006
|
Blume Capital Management
Berkeley,
California
|
$8.31M
|
+$42.9K
|
+185
|
+0.5%
|
|
|
2007
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$8.3M
|
+$134K
|
+579
|
+2%
|
|
|
2008
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$8.3M
|
+$736K
|
+3,171
|
+10%
|
|
|
2009
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$8.3M
|
+$226K
|
+974
|
+3%
|
|
|
2010
|
GM Advisory Group
Melville,
New York
|
$8.28M
|
-$175K
|
-755
|
-2%
|
|
|
2011
|
Affinity Investment Advisors
Newport Beach,
California
|
$8.28M
|
-$255K
|
-1,099
|
-3%
|
|
|
2012
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$8.27M
|
+$153K
|
+661
|
+2%
|
|
|
2013
|
Soltis Investment Advisors
St. George,
Utah
|
$8.26M
|
+$2.25M
|
+9,693
|
+38%
|
|
|
2014
|
LVW Advisors
Pittsford,
New York
|
$8.25M
|
+$110K
|
+475
|
+1%
|
|
|
2015
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$8.23M
|
+$515K
|
+2,218
|
+7%
|
|
|
2016
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$8.2M
|
-$773K
|
-3,333
|
-10%
|
|
|
2017
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$8.19M
|
-$346K
|
-1,490
|
-4%
|
|
|
2018
|
Brown Miller Wealth Management
Mclean,
Virginia
|
$8.19M
|
+$147K
|
+635
|
+2%
|
|
|
2019
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$8.16M
|
-$191K
|
-824
|
-2%
|
|
|
2020
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
$8.15M
|
-$45K
|
-194
|
-0.6%
|
|
|
2021
|
Marcum Wealth
Cleveland,
Ohio
|
$8.14M
|
+$3.24M
|
+13,959
|
+68%
|
|
|
2022
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$8.14M
|
-$1M
|
-4,320
|
-11%
|
|
|
2023
|
Humankind Investments
New York
|
$8.13M
|
+$1.05M
|
+4,533
|
+15%
|
|
|
2024
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$8.12M
|
-$116K
|
-500
|
-1%
|
|
|
2025
|
Simplex Trading
Chicago,
Illinois
|
$8.1M
|
+$7.96M
|
+34,291
|
+68,582%
|
|
