|
2001
|
Hudson Value Partners
Palm Beach,
Florida
|
$239K
|
–
|
–
|
–
|
|
|
2002
|
Red Door Wealth Management
Memphis,
Tennessee
|
$238K
|
+$245K
|
+1,929
|
New
|
|
|
2003
|
Brown Capital Management
Baltimore,
Maryland
|
$237K
|
-$19K
|
-150
|
-7%
|
|
|
2004
|
Kessler Investment Group
Columbus,
Indiana
|
$236K
|
-$5.96K
|
-47
|
-2%
|
|
|
2005
|
Strategic Advisors
New York
|
$236K
|
+$5.45K
|
+43
|
+2%
|
|
|
2006
|
AGH Wealth Advisors
Wichita,
Kansas
|
$235K
|
+$1.27K
|
+10
|
+0.5%
|
|
|
2007
|
First City Capital Management
Savannah,
Georgia
|
$235K
|
–
|
–
|
–
|
|
|
2008
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$233K
|
-$33.2K
|
-262
|
-12%
|
|
|
2009
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$232K
|
–
|
–
|
–
|
|
|
2010
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$232K
|
–
|
–
|
–
|
|
|
2011
|
ORG Partners
Roanoke,
Indiana
|
$232K
|
-$619K
|
-4,882
|
-73%
|
|
|
2012
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$232K
|
-$215K
|
-1,694
|
-47%
|
|
|
2013
|
Gitterman Wealth Management
Edison,
New Jersey
|
$231K
|
+$237K
|
+1,872
|
New
|
|
|
2014
|
Private Client Services
Louisville,
Kentucky
|
$231K
|
+$2.28K
|
+18
|
+1%
|
|
|
2015
|
Pine Valley Investments
Marlton,
New Jersey
|
$230K
|
-$83.1K
|
-655
|
-26%
|
|
|
2016
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$229K
|
-$16K
|
-126
|
-6%
|
|
|
2017
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$228K
|
–
|
–
|
–
|
|
|
2018
|
Austin Wealth Management
Austin,
Texas
|
$228K
|
+$11.2K
|
+88
|
+5%
|
|
|
2019
|
Millennium Capital Advisors
Little Rock,
Arkansas
|
$227K
|
+$233K
|
+1,837
|
New
|
|
|
2020
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$226K
|
+$229K
|
+1,805
|
New
|
|
|
2021
|
VeraBank
Henderson,
Texas
|
$226K
|
-$507
|
-4
|
-0.2%
|
|
|
2022
|
Seelaus Asset Management
Chatham,
New Jersey
|
$226K
|
–
|
–
|
–
|
|
|
2023
|
Palumbo Wealth Management
Great Neck,
New York
|
$225K
|
+$231K
|
+1,819
|
New
|
|
|
2024
|
May Hill Capital
Cohasset,
Massachusetts
|
$225K
|
+$13.3K
|
+105
|
+6%
|
|
|
2025
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$224K
|
–
|
–
|
–
|
|
