|
2001
|
Forum Financial Management
Lombard,
Illinois
|
$296K
|
-$3.93K
|
-49
|
-1%
|
|
|
2002
|
Southport Capital Management
Chattanooga,
Tennessee
|
$294K
|
-$184K
|
-2,300
|
-40%
|
|
|
2003
|
Benchmark Investment Advisors
Chicago,
Illinois
|
$294K
|
+$401
|
+5
|
+0.1%
|
|
|
2004
|
Advisor Resource Council
Dallas,
Texas
|
$293K
|
-$364K
|
-4,545
|
-57%
|
|
|
2005
|
TFC Financial Management
Boston,
Massachusetts
|
$293K
|
-$74.5K
|
-930
|
-21%
|
|
|
2006
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$293K
|
+$37.2K
|
+464
|
+15%
|
|
|
2007
|
Teza Capital Management
Chicago,
Illinois
|
$291K
|
-$180K
|
-2,248
|
-40%
|
|
|
2008
|
Eudaimonia Advisors
Winchester,
Tennessee
|
$291K
|
+$2.88K
|
+36
|
+1%
|
|
|
2009
|
GGM Wealth Advisors
Baltimore,
Maryland
|
$291K
|
+$285K
|
+3,560
|
New
|
|
|
2010
|
German American Bancorp
Jasper,
Indiana
|
$290K
|
-$5.93K
|
-74
|
-2%
|
|
|
2011
|
Barings
Charlotte,
North Carolina
|
$288K
|
-$272K
|
-3,394
|
-50%
|
|
|
2012
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$288K
|
-$3.37K
|
-42
|
-1%
|
|
|
2013
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$288K
|
–
|
–
|
–
|
|
|
2014
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$288K
|
+$57.5K
|
+717
|
+27%
|
|
|
2015
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$287K
|
+$1.28K
|
+16
|
+0.5%
|
|
|
2016
|
Keystone Wealth Services
Palm Desert,
California
|
$287K
|
+$1.36K
|
+17
|
+0.5%
|
|
|
2017
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$286K
|
-$49.9K
|
-623
|
-16%
|
|
|
2018
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$286K
|
–
|
–
|
–
|
|
|
2019
|
Certuity
North Palm Beach,
Florida
|
$286K
|
+$3.29K
|
+41
|
+1%
|
|
|
2020
|
Affinity Capital Advisors
Berkeley,
California
|
$286K
|
+$5.13K
|
+64
|
+2%
|
|
|
2021
|
L2 Asset Management
Wayland,
Massachusetts
|
$286K
|
+$43.5K
|
+543
|
+19%
|
|
|
2022
|
Avity Investment Management
Greenwich,
Connecticut
|
$285K
|
+$24.4K
|
+304
|
+10%
|
|
|
2023
|
Fortis Advisors
Wayne,
Pennsylvania
|
$284K
|
–
|
–
|
–
|
|
|
2024
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$284K
|
+$1.28K
|
+16
|
+0.5%
|
|
|
2025
|
Aire Advisors
Beverly Hills,
California
|
$283K
|
+$62.5K
|
+780
|
+31%
|
|
