|
2001
|
Acrospire Investment Management
Chicago,
Illinois
|
$101K
|
+$51.5K
|
+1,686
|
+107%
|
|
|
2002
|
Americafirst Capital Management
Roseville,
California
|
$99.3K
|
-$1.62M
|
-53,012
|
-94%
|
|
|
2003
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
$94K
|
-$1.62K
|
-53
|
-2%
|
|
|
2004
|
EARNEST Partners
Atlanta,
Georgia
|
$94K
|
+$93K
|
+3,045
|
New
|
|
|
2005
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$92K
|
+$550
|
+18
|
+0.6%
|
|
|
2006
|
Empirical Finance
Havertown,
Pennsylvania
|
$92K
|
+$90.6K
|
+2,968
|
New
|
|
|
2007
|
Delphi Private Advisors
San Diego,
California
|
$90K
|
-$5.34K
|
-175
|
-6%
|
|
|
2008
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$86K
|
–
|
–
|
–
|
|
|
2009
|
D. Scott Neal
Lexington,
Kentucky
|
$85K
|
–
|
–
|
–
|
|
|
2010
|
Raffa Wealth Management
Washington,
District of Columbia
|
$84.4K
|
+$32.2K
|
+1,054
|
+63%
|
|
|
2011
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$81K
|
+$39K
|
+1,277
|
+94%
|
|
|
2012
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$78K
|
-$1.73M
|
-56,599
|
-96%
|
|
|
2013
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$76K
|
+$4.82K
|
+158
|
+7%
|
|
|
2014
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$73.7K
|
+$73K
|
+2,392
|
New
|
|
|
2015
|
Barnett & Company
Chattanooga,
Tennessee
|
$73K
|
–
|
–
|
–
|
|
|
2016
|
QCI Asset Management
Pittsford,
New York
|
$70K
|
-$305
|
-10
|
-0.4%
|
|
|
2017
|
Vestor Capital
Chicago,
Illinois
|
$68K
|
-$2.9K
|
-95
|
-4%
|
|
|
2018
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$66.7K
|
-$6.44K
|
-211
|
-9%
|
|
|
2019
|
|
$65K
|
-$627K
|
-20,553
|
-91%
|
|
|
2020
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$65K
|
+$244
|
+8
|
+0.4%
|
|
|
2021
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$63K
|
-$24.5K
|
-804
|
-28%
|
|
|
2022
|
GAM Systematic
Cambridge,
United Kingdom
|
$62K
|
-$1.65M
|
-54,036
|
-96%
|
|
|
2023
|
Lenox Wealth Advisors
New York
|
$58K
|
-$484K
|
-15,847
|
-89%
|
|
|
2024
|
Kemnay Advisory Services
New York
|
$49K
|
–
|
–
|
–
|
|
|
2025
|
Isthmus Partners
Madison,
Wisconsin
|
$48K
|
–
|
–
|
–
|
|
