|
2001
|
Selective Wealth Management
Forest,
Virginia
|
$736K
|
-$124K
|
-2,376
|
-14%
|
|
|
2002
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$736K
|
-$14.8K
|
-284
|
-2%
|
|
|
2003
|
CenterStar Asset Management
Chicago,
Illinois
|
$736K
|
–
|
–
|
–
|
|
|
2004
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$734K
|
-$2.73M
|
-52,368
|
-79%
|
|
|
2005
|
Beaumont Asset Management
Beaumont,
Texas
|
$734K
|
-$1.25K
|
-24
|
-0.2%
|
|
|
2006
|
Aveo Capital Partners
Englewood,
Colorado
|
$733K
|
+$31.3K
|
+599
|
+4%
|
|
|
2007
|
Verity Asset Management
Durham,
North Carolina
|
$729K
|
+$470
|
+9
|
+0.1%
|
|
|
2008
|
West Coast Financial
Santa Barbara,
California
|
$727K
|
-$54.1K
|
-1,036
|
-7%
|
|
|
2009
|
Cahill Financial Advisors
Edina,
Minnesota
|
$723K
|
-$328K
|
-6,281
|
-31%
|
|
|
2010
|
Wealth Architects
Mountain View,
California
|
$723K
|
+$36.6K
|
+702
|
+5%
|
|
|
2011
|
TI-Trust
Quincy,
Illinois
|
$723K
|
+$726K
|
+13,910
|
New
|
|
|
2012
|
Asset Management Corp
Northbrook,
Illinois
|
$720K
|
-$1.71M
|
-32,790
|
-70%
|
|
|
2013
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$720K
|
-$157K
|
-3,010
|
-18%
|
|
|
2014
|
Tradewinds Capital Management
Bellingham,
Washington
|
$719K
|
+$98.6K
|
+1,889
|
+16%
|
|
|
2015
|
Financial Strategies Group
Okemos,
Michigan
|
$719K
|
+$141K
|
+2,697
|
+24%
|
|
|
2016
|
Hotaling Investment Management
Wayne,
Pennsylvania
|
$718K
|
-$48.9K
|
-938
|
-6%
|
|
|
2017
|
Samalin Investment Counsel
Chappaqua,
New York
|
$718K
|
+$69.4K
|
+1,330
|
+11%
|
|
|
2018
|
Twin Tree Management
Dallas,
Texas
|
$715K
|
-$796K
|
-15,265
|
-53%
|
|
|
2019
|
Sargent Investment Group
Bethesda,
Maryland
|
$712K
|
-$22.3K
|
-427
|
-3%
|
|
|
2020
|
Washington Trust Bank
Spokane,
Washington
|
$710K
|
-$76.1K
|
-1,458
|
-10%
|
|
|
2021
|
Osborne Partners Capital Management
San Francisco,
California
|
$709K
|
+$133K
|
+2,548
|
+23%
|
|
|
2022
|
Ayrshire Capital Management
Westport,
Connecticut
|
$708K
|
+$17.4K
|
+333
|
+3%
|
|
|
2023
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$707K
|
+$1.46K
|
+28
|
+0.2%
|
|
|
2024
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$706K
|
+$709K
|
+13,586
|
New
|
|
|
2025
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$705K
|
-$134K
|
-2,577
|
-16%
|
|
