|
2001
|
|
$269K
|
-$114K
|
-199
|
-30%
|
|
|
2002
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$269K
|
–
|
–
|
–
|
|
|
2003
|
PRW Wealth Management
Quincy,
Massachusetts
|
$268K
|
-$13.8K
|
-24
|
-5%
|
|
|
2004
|
Orion Capital Management
Coronado,
California
|
$268K
|
+$21.8K
|
+38
|
+9%
|
|
|
2005
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$266K
|
–
|
–
|
–
|
|
|
2006
|
World Equity Group
Schaumburg,
Illinois
|
$265K
|
+$258K
|
+449
|
New
|
|
|
2007
|
Aveo Capital Partners
Englewood,
Colorado
|
$265K
|
-$4.02K
|
-7
|
-2%
|
|
|
2008
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$264K
|
+$40.2K
|
+70
|
+19%
|
|
|
2009
|
Yorktown Management & Research Company
Forest,
Virginia
|
$262K
|
–
|
–
|
–
|
|
|
2010
|
Goodman Advisory Group
Needham,
Massachusetts
|
$261K
|
+$81.6K
|
+142
|
+47%
|
|
|
2011
|
Asahi Life Asset Management
Tokyo,
Japan
|
$260K
|
–
|
–
|
–
|
|
|
2012
|
Eudaimonia Partners
Winchester,
Tennessee
|
$260K
|
+$253K
|
+441
|
New
|
|
|
2013
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$256K
|
-$1.72K
|
-3
|
-0.7%
|
|
|
2014
|
Alesco Advisors
Pittsford,
New York
|
$256K
|
–
|
–
|
–
|
|
|
2015
|
Certuity
North Palm Beach,
Florida
|
$255K
|
-$78.1K
|
-136
|
-24%
|
|
|
2016
|
Zhang Financial
Portage,
Michigan
|
$255K
|
+$13.8K
|
+24
|
+6%
|
|
|
2017
|
Castleview Partners
Dallas,
Texas
|
$255K
|
+$249K
|
+433
|
New
|
|
|
2018
|
Blume Capital Management
Berkeley,
California
|
$254K
|
–
|
–
|
–
|
|
|
2019
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$254K
|
–
|
–
|
–
|
|
|
2020
|
Kingsbury Capital Investment Advisors
Wilmette,
Illinois
|
$254K
|
+$247K
|
+430
|
New
|
|
|
2021
|
Pasadena Private Wealth
Pasadena,
California
|
$253K
|
+$1.72K
|
+3
|
+0.7%
|
|
|
2022
|
Fox Run Management
Greenwich,
Connecticut
|
$253K
|
+$246K
|
+429
|
New
|
|
|
2023
|
Pursue Wealth Partners
Clayton,
California
|
$253K
|
–
|
–
|
–
|
|
|
2024
|
Studio Investment Management
Chicago,
Illinois
|
$252K
|
+$10.3K
|
+18
|
+4%
|
|
|
2025
|
Conway Capital Management
Burbank,
California
|
$251K
|
–
|
–
|
–
|
|
