|
2001
|
Blume Capital Management
Berkeley,
California
|
$287K
|
–
|
–
|
–
|
|
|
2002
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$287K
|
+$268K
|
+430
|
New
|
|
|
2003
|
Prentice Wealth Management
Rochester,
New York
|
$286K
|
-$5.62K
|
-9
|
-2%
|
|
|
2004
|
East Coast Asset Management
Essex,
Massachusetts
|
$284K
|
–
|
–
|
–
|
|
|
2005
|
Pasadena Private Wealth
Pasadena,
California
|
$284K
|
+$265K
|
+425
|
New
|
|
|
2006
|
Conway Capital Management
Burbank,
California
|
$284K
|
-$15.6K
|
-25
|
-6%
|
|
|
2007
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$283K
|
–
|
–
|
–
|
|
|
2008
|
Index Fund Advisors
Irvine,
California
|
$283K
|
+$265K
|
+424
|
New
|
|
|
2009
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$282K
|
–
|
–
|
–
|
|
|
2010
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$282K
|
+$58.7K
|
+94
|
+29%
|
|
|
2011
|
Sather Financial Group
Victoria,
Texas
|
$280K
|
–
|
–
|
–
|
|
|
2012
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$280K
|
+$12.5K
|
+20
|
+5%
|
|
|
2013
|
Wallace Capital Management
Dallas,
Texas
|
$279K
|
+$23.7K
|
+38
|
+10%
|
|
|
2014
|
Focused Wealth Management
Newburgh,
New York
|
$279K
|
+$143K
|
+229
|
+121%
|
|
|
2015
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$278K
|
-$5.62K
|
-9
|
-2%
|
|
|
2016
|
Orion Capital Management
Coronado,
California
|
$278K
|
–
|
–
|
–
|
|
|
2017
|
Realta Investment Advisors
Wilmington,
Delaware
|
$278K
|
+$6.87K
|
+11
|
+3%
|
|
|
2018
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$277K
|
+$1.25K
|
+2
|
+0.5%
|
|
|
2019
|
DSC Advisors
Chicago,
Illinois
|
$276K
|
-$12.5K
|
-20
|
-5%
|
|
|
2020
|
Pursue Wealth Partners
Clayton,
California
|
$276K
|
+$258K
|
+413
|
New
|
|
|
2021
|
XML Financial
Bethesda,
Maryland
|
$275K
|
–
|
–
|
–
|
|
|
2022
|
BCK Partners
Corning,
New York
|
$274K
|
–
|
–
|
–
|
|
|
2023
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$272K
|
-$20K
|
-32
|
-7%
|
|
|
2024
|
Studio Investment Management
Chicago,
Illinois
|
$272K
|
+$27.5K
|
+44
|
+12%
|
|
|
2025
|
Zhang Financial
Portage,
Michigan
|
$272K
|
+$255K
|
+408
|
New
|
|
