|
2001
|
Grandfield & Dodd
New York
|
$377K
|
–
|
–
|
–
|
|
|
2002
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$374K
|
–
|
–
|
–
|
|
|
2003
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$374K
|
+$97.3K
|
+1,714
|
+35%
|
|
|
2004
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$372K
|
-$331K
|
-5,839
|
-47%
|
|
|
2005
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$370K
|
-$82.2K
|
-1,449
|
-18%
|
|
|
2006
|
Chase Investment Counsel
Charlottesville,
Virginia
|
$370K
|
-$23.9K
|
-421
|
-6%
|
|
|
2007
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$370K
|
–
|
–
|
–
|
|
|
2008
|
Aureus Asset Management
Boston,
Massachusetts
|
$370K
|
+$340
|
+6
|
+0.1%
|
|
|
2009
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$370K
|
+$5.73K
|
+101
|
+2%
|
|
|
2010
|
Paulson Wealth Management
Wheaton,
Illinois
|
$370K
|
+$76K
|
+1,340
|
+26%
|
|
|
2011
|
Nuveen Fund Advisors
Chicago,
Illinois
|
$369K
|
-$443K
|
-7,811
|
-54%
|
|
|
2012
|
Harvest Fund Management
Beijing,
China
|
$369K
|
+$372K
|
+6,558
|
New
|
|
|
2013
|
JSF Financial
Los Angeles,
California
|
$368K
|
+$371K
|
+6,543
|
New
|
|
|
2014
|
Benchmark Capital Advisors
New York
|
$367K
|
+$681
|
+12
|
+0.2%
|
|
|
2015
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$367K
|
+$36.4K
|
+641
|
+11%
|
|
|
2016
|
American Financial Advisors
Marietta,
Georgia
|
$366K
|
+$369K
|
+6,508
|
New
|
|
|
2017
|
AIMZ Investment Advisors
Los Altos,
California
|
$365K
|
-$27.1K
|
-477
|
-7%
|
|
|
2018
|
Summit Financial Strategies
Columbus,
Ohio
|
$363K
|
–
|
–
|
–
|
|
|
2019
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$359K
|
–
|
–
|
–
|
|
|
2020
|
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
|
$359K
|
–
|
–
|
–
|
|
|
2021
|
High Falls Advisors
Rochester,
New York
|
$359K
|
+$1.25K
|
+22
|
+0.3%
|
|
|
2022
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$356K
|
+$360K
|
+6,347
|
New
|
|
|
2023
|
NorthRock Partners
Minneapolis,
Minnesota
|
$355K
|
+$358K
|
+6,310
|
New
|
|
|
2024
|
Edge Capital Group
Atlanta,
Georgia
|
$355K
|
+$358K
|
+6,318
|
New
|
|
|
2025
|
Paradigm Financial Advisors
Des Peres,
Missouri
|
$354K
|
-$64.6K
|
-1,138
|
-15%
|
|
