|
2001
|
Harrington Investments
Napa,
California
|
$444K
|
+$48K
|
+2,173
|
+13%
|
|
|
2002
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$442K
|
-$480K
|
-21,714
|
-53%
|
|
|
2003
|
TruWealth Advisors
Metairie,
Louisiana
|
$442K
|
-$75.3K
|
-3,405
|
-15%
|
|
|
2004
|
Summit Trail Advisors
New York
|
$442K
|
-$13.3K
|
-601
|
-3%
|
|
|
2005
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$440K
|
-$207K
|
-9,379
|
-33%
|
|
|
2006
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$440K
|
-$5.33K
|
-241
|
-1%
|
|
|
2007
|
WealthOne
Albany,
New York
|
$439K
|
-$54.9K
|
-2,485
|
-11%
|
|
|
2008
|
Calamos Wealth Management
Naperville,
Illinois
|
$439K
|
-$6.3K
|
-285
|
-1%
|
|
|
2009
|
WFA of San Diego
San Diego,
California
|
$439K
|
+$27.2K
|
+1,229
|
+7%
|
|
|
2010
|
Solitude Financial Services
Charlottesville,
Virginia
|
$439K
|
+$205K
|
+9,268
|
+93%
|
|
|
2011
|
Zhang Financial
Portage,
Michigan
|
$438K
|
-$15K
|
-677
|
-3%
|
|
|
2012
|
Hills Bank & Trust
North Liberty,
Iowa
|
$438K
|
+$14.5K
|
+658
|
+4%
|
|
|
2013
|
Doliver Advisors
Houston,
Texas
|
$438K
|
+$51.8K
|
+2,343
|
+14%
|
|
|
2014
|
Monte Financial Group
Guilford,
Connecticut
|
$435K
|
-$50.4K
|
-2,280
|
-11%
|
|
|
2015
|
Townsend Asset Management
Raleigh,
North Carolina
|
$435K
|
-$42.2K
|
-1,910
|
-9%
|
|
|
2016
|
Great Diamond Partners
Portland,
Maine
|
$435K
|
-$16K
|
-723
|
-4%
|
|
|
2017
|
55I LLC
Boston,
Massachusetts
|
$435K
|
+$59.2K
|
+2,677
|
+16%
|
|
|
2018
|
Balentine LLC
Atlanta,
Georgia
|
$434K
|
+$20.5K
|
+929
|
+5%
|
|
|
2019
|
Aureus Asset Management
Boston,
Massachusetts
|
$433K
|
+$419K
|
+18,937
|
New
|
|
|
2020
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$432K
|
-$62.1K
|
-2,811
|
-13%
|
|
|
2021
|
Acropolis Investment Management
St. Louis,
Missouri
|
$432K
|
-$4.42K
|
-200
|
-1%
|
|
|
2022
|
Secure Asset Management
Troy,
Michigan
|
$430K
|
-$94.1K
|
-4,257
|
-18%
|
|
|
2023
|
WealthBridge Capital Management
Westerville,
Ohio
|
$430K
|
-$33.7K
|
-1,526
|
-8%
|
|
|
2024
|
SSI Investment Management
Los Angeles,
California
|
$429K
|
-$177
|
-8
|
-0%
|
|
|
2025
|
Oder Investment Management
Woodland Hills,
California
|
$428K
|
-$14.5K
|
-656
|
-3%
|
|
