|
2001
|
GreatBanc Trust
Lisle,
Illinois
|
$280K
|
+$263K
|
+1,375
|
New
|
|
|
2002
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
$279K
|
-$5.74K
|
-30
|
-2%
|
|
|
2003
|
Rothschild Capital Partners
New York
|
$279K
|
+$262K
|
+1,370
|
New
|
|
|
2004
|
Atwood & Palmer
Kansas City,
Missouri
|
$277K
|
–
|
–
|
–
|
|
|
2005
|
ProVise Management Group
Clearwater,
Florida
|
$277K
|
–
|
–
|
–
|
|
|
2006
|
PTM Wealth Management
North Wales,
United States
|
$276K
|
+$9.57K
|
+50
|
+4%
|
|
|
2007
|
Manchester Capital Management
Manchester,
Vermont
|
$276K
|
-$169K
|
-884
|
-39%
|
|
|
2008
|
D'Orazio & Associates
Falls Church,
Virginia
|
$276K
|
-$1.72K
|
-9
|
-0.7%
|
|
|
2009
|
NorthLanding Financial Partners
Rochester,
New York
|
$275K
|
-$258K
|
-1,350
|
-50%
|
|
|
2010
|
Blume Capital Management
Berkeley,
California
|
$275K
|
-$2.3K
|
-12
|
-0.9%
|
|
|
2011
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$275K
|
+$5.74K
|
+30
|
+2%
|
|
|
2012
|
Brass Tax Wealth Management
Cincinnati,
Ohio
|
$274K
|
-$3.83K
|
-20
|
-1%
|
|
|
2013
|
Versor Investments
New York
|
$274K
|
-$1.34M
|
-7,001
|
-84%
|
|
|
2014
|
BXM Wealth
Englewood,
Colorado
|
$273K
|
–
|
–
|
–
|
|
|
2015
|
Dudley Capital Management
Middleburg,
Virginia
|
$271K
|
–
|
–
|
–
|
|
|
2016
|
Byrne Financial Freedom
Franklin,
Massachusetts
|
$271K
|
-$536K
|
-2,800
|
-68%
|
|
|
2017
|
Wedge Capital Management
Charlotte,
North Carolina
|
$270K
|
+$10.5K
|
+55
|
+4%
|
|
|
2018
|
Valmark Advisers
Akron,
Ohio
|
$270K
|
+$254K
|
+1,327
|
New
|
|
|
2019
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$269K
|
–
|
–
|
–
|
|
|
2020
|
Luts & Greenleigh Group
Bethesda,
Maryland
|
$269K
|
+$5.74K
|
+30
|
+2%
|
|
|
2021
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$268K
|
+$252K
|
+1,316
|
New
|
|
|
2022
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$267K
|
–
|
–
|
–
|
|
|
2023
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$267K
|
–
|
–
|
–
|
|
|
2024
|
Sequent Asset Management
Houston,
Texas
|
$266K
|
+$9.95K
|
+52
|
+4%
|
|
|
2025
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$266K
|
-$28.3K
|
-148
|
-10%
|
|
