|
2001
|
Henshaw Capital
Woburn,
Massachusetts
|
$582K
|
+$72.6K
|
+2,516
|
+15%
|
|
|
2002
|
Blue Fin Capital
Warren,
Rhode Island
|
$581K
|
+$3.55K
|
+123
|
+0.6%
|
|
|
2003
|
Highstreet Asset Management
London,
Ontario, Canada
|
$580K
|
+$567K
|
+19,642
|
New
|
|
|
2004
|
Redmond Asset Management
Henrico,
Virginia
|
$579K
|
-$140K
|
-4,852
|
-20%
|
|
|
2005
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$577K
|
-$924
|
-32
|
-0.2%
|
|
|
2006
|
Greylin Investment Management
Orange,
Virginia
|
$577K
|
+$38.2K
|
+1,324
|
+7%
|
|
|
2007
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$576K
|
-$18.1K
|
-628
|
-3%
|
|
|
2008
|
Paulson Wealth Management
Wheaton,
Illinois
|
$576K
|
-$3.52K
|
-122
|
-0.6%
|
|
|
2009
|
Townsend Asset Management
Raleigh,
North Carolina
|
$575K
|
+$563K
|
+19,483
|
New
|
|
|
2010
|
New Vernon Investment Management
Highland Park,
Illinois
|
$574K
|
–
|
–
|
–
|
|
|
2011
|
Sandhill Capital Partners
Buffalo,
New York
|
$574K
|
+$7.28K
|
+252
|
+1%
|
|
|
2012
|
Central Bank & Trust
Lexington,
Kentucky
|
$572K
|
-$1.16K
|
-40
|
-0.2%
|
|
|
2013
|
Edgewood Management
Greenwich,
Connecticut
|
$571K
|
+$558K
|
+19,330
|
New
|
|
|
2014
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$569K
|
-$8.4K
|
-291
|
-1%
|
|
|
2015
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$569K
|
–
|
–
|
–
|
|
|
2016
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$569K
|
+$558K
|
+19,311
|
New
|
|
|
2017
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$568K
|
+$555K
|
+19,232
|
New
|
|
|
2018
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$567K
|
+$35.7K
|
+1,236
|
+7%
|
|
|
2019
|
FSA Wealth Management
Needham,
Massachusetts
|
$567K
|
+$555K
|
+19,217
|
New
|
|
|
2020
|
Campbell Wealth Management
Alexandria,
Virginia
|
$566K
|
-$29.5K
|
-1,020
|
-5%
|
|
|
2021
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$564K
|
-$17.9K
|
-619
|
-3%
|
|
|
2022
|
Meridian Wealth Advisors
Austin,
Texas
|
$563K
|
+$24.7K
|
+857
|
+5%
|
|
|
2023
|
Minot Wealth Management
Westwood,
Massachusetts
|
$561K
|
+$549K
|
+19,030
|
New
|
|
|
2024
|
Legacy Wealth Partners (California)
Calabasas,
California
|
$561K
|
+$568K
|
+19,661
|
New
|
|
|
2025
|
Bainco International Investors
Boston,
Massachusetts
|
$559K
|
-$2.42M
|
-83,918
|
-82%
|
|
