|
2001
|
O'Keefe Stevens Advisory
Rochester,
New York
|
$203K
|
+$203K
|
+2,234
|
New
|
|
|
2002
|
Banced Corp
Edwardsville,
Illinois
|
$202K
|
+$202K
|
+2,223
|
New
|
|
|
2003
|
Regal Wealth Group
Seal Beach,
California
|
$200K
|
–
|
–
|
–
|
|
|
2004
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$200K
|
+$200K
|
+2,199
|
New
|
|
|
2005
|
KDI Capital Partners
Raleigh,
North Carolina
|
$197K
|
-$705K
|
-7,741
|
-78%
|
|
|
2006
|
Watermark Asset Management
San Ramon,
California
|
$190K
|
-$14.1K
|
-155
|
-7%
|
|
|
2007
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$186K
|
+$4.28K
|
+47
|
+2%
|
|
|
2008
|
Litman Gregory Wealth Management
Larkspur,
California
|
$173K
|
+$173K
|
+1,900
|
New
|
|
|
2009
|
AlphaOne Investment Services
West Chester,
Pennsylvania
|
$169K
|
+$169K
|
+1,854
|
New
|
|
|
2010
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$168K
|
–
|
–
|
–
|
|
|
2011
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$166K
|
+$273
|
+3
|
+0.2%
|
|
|
2012
|
Rational Advisors
Huntington,
New York
|
$163K
|
-$100K
|
-1,100
|
-38%
|
|
|
2013
|
|
$163K
|
–
|
–
|
–
|
|
|
2014
|
Benson Investment Management Company
Roanoke,
Virginia
|
$159K
|
–
|
–
|
–
|
|
|
2015
|
Edge Wealth Management
New York
|
$149K
|
–
|
–
|
–
|
|
|
2016
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$140K
|
-$9.1K
|
-100
|
-6%
|
|
|
2017
|
ClearBridge LLC (Maryland)
Baltimore,
Maryland
|
$139K
|
+$139K
|
+1,526
|
New
|
|
|
2018
|
Blume Capital Management
Berkeley,
California
|
$135K
|
–
|
–
|
–
|
|
|
2019
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$125K
|
+$125K
|
+1,370
|
New
|
|
|
2020
|
Harding Loevner
Bridgewater,
New Jersey
|
$124K
|
–
|
–
|
–
|
|
|
2021
|
Risk Paradigm Group
Austin,
Texas
|
$116K
|
–
|
–
|
–
|
|
|
2022
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$112K
|
+$9.1K
|
+100
|
+9%
|
|
|
2023
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$111K
|
+$182
|
+2
|
+0.2%
|
|
|
2024
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$109K
|
+$364
|
+4
|
+0.3%
|
|
|
2025
|
SG3 Management
Dorado,
Puerto Rico
|
$100K
|
+$100K
|
+1,100
|
New
|
|
