|
2001
|
TI-Trust
Quincy,
Illinois
|
$464K
|
-$20.5K
|
-745
|
-4%
|
|
|
2002
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$463K
|
+$30.8K
|
+1,119
|
+7%
|
|
|
2003
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$462K
|
-$72.6K
|
-2,638
|
-14%
|
|
|
2004
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$462K
|
-$55
|
-2
|
-0%
|
|
|
2005
|
Founders Financial Securities
Towson,
Maryland
|
$459K
|
+$70.4K
|
+2,558
|
+18%
|
|
|
2006
|
Titleist Asset Management
San Antonio,
Texas
|
$459K
|
+$43.1K
|
+1,567
|
+11%
|
|
|
2007
|
ACAS LLC
Rancho Santa Fe,
California
|
$458K
|
–
|
–
|
–
|
|
|
2008
|
Next Capital Management
New York
|
$457K
|
+$8.29K
|
+301
|
+2%
|
|
|
2009
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$456K
|
-$19.3K
|
-702
|
-4%
|
|
|
2010
|
Scholtz & Company
Stamford,
Connecticut
|
$456K
|
-$43.4K
|
-1,575
|
-9%
|
|
|
2011
|
Family Management
New York
|
$455K
|
-$175K
|
-6,368
|
-28%
|
|
|
2012
|
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
|
$454K
|
-$2.59K
|
-94
|
-0.6%
|
|
|
2013
|
Wakefield Asset Management
Englewood,
Colorado
|
$454K
|
+$447K
|
+16,219
|
New
|
|
|
2014
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$451K
|
+$23.9K
|
+868
|
+6%
|
|
|
2015
|
Wealthquest
Cincinnati,
Ohio
|
$451K
|
+$1.35K
|
+49
|
+0.3%
|
|
|
2016
|
O'Rourke & Company
Boston,
Massachusetts
|
$450K
|
+$149K
|
+5,430
|
+51%
|
|
|
2017
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$450K
|
-$50.8K
|
-1,845
|
-10%
|
|
|
2018
|
MCF Advisors
Covington,
Kentucky
|
$449K
|
-$145K
|
-5,257
|
-25%
|
|
|
2019
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$448K
|
-$8.64K
|
-314
|
-2%
|
|
|
2020
|
West Family Investments
Carlsbad,
California
|
$448K
|
+$4.98K
|
+181
|
+1%
|
|
|
2021
|
AIMZ Investment Advisors
Los Altos,
California
|
$448K
|
-$6.42K
|
-233
|
-1%
|
|
|
2022
|
CSS LLC
Chicago,
Illinois
|
$448K
|
-$110K
|
-4,000
|
-20%
|
|
|
2023
|
Prospect Financial Services
Melville,
New York
|
$447K
|
+$771
|
+28
|
+0.2%
|
|
|
2024
|
Indie Asset Partners
Carmel,
Indiana
|
$446K
|
-$11.7K
|
-425
|
-3%
|
|
|
2025
|
Dover Advisors
Richmond,
Virginia
|
$446K
|
-$182K
|
-6,617
|
-29%
|
|
