|
2001
|
J.P. Marvel Investment Advisors
Boston,
Massachusetts
|
$521K
|
–
|
–
|
–
|
|
|
2002
|
SMH Capital Advisors
Fort Worth,
Texas
|
$518K
|
-$11.5K
|
-275
|
-2%
|
|
|
2003
|
Cable Hill Partners
Portland,
Oregon
|
$516K
|
+$101K
|
+2,411
|
+27%
|
|
|
2004
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$516K
|
-$490K
|
-11,752
|
-51%
|
|
|
2005
|
Peak Financial Management
Wellesley,
Massachusetts
|
$515K
|
+$15.7K
|
+377
|
+3%
|
|
|
2006
|
|
$515K
|
–
|
–
|
–
|
|
|
2007
|
Nemes Rush Group
Novi,
Michigan
|
$514K
|
+$29.5K
|
+707
|
+6%
|
|
|
2008
|
Tributary Capital Management
Omaha,
Nebraska
|
$512K
|
-$18.8K
|
-450
|
-4%
|
|
|
2009
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$512K
|
-$29.5K
|
-708
|
-6%
|
|
|
2010
|
Krane Funds Advisors
New York
|
$510K
|
+$474K
|
+11,358
|
New
|
|
|
2011
|
DF Dent & Co
Baltimore,
Maryland
|
$509K
|
+$76.6K
|
+1,835
|
+19%
|
|
|
2012
|
Augustine Asset Management
Jacksonville,
Florida
|
$508K
|
+$36K
|
+863
|
+8%
|
|
|
2013
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$508K
|
-$29.1K
|
-697
|
-6%
|
|
|
2014
|
Arax Advisory Partners
Denver,
Colorado
|
$508K
|
-$24.2K
|
-580
|
-5%
|
|
|
2015
|
Kolinsky Wealth Management
Ramsey,
New Jersey
|
$507K
|
+$36.9K
|
+885
|
+9%
|
|
|
2016
|
Shufro Rose & Co
New York
|
$506K
|
–
|
–
|
–
|
|
|
2017
|
RS Crum Inc
Newport Beach,
California
|
$505K
|
-$1.21K
|
-29
|
-0.3%
|
|
|
2018
|
Fayez Sarofim & Co
Houston,
Texas
|
$502K
|
–
|
–
|
–
|
|
|
2019
|
Chiron Capital Management
Tallahassee,
Florida
|
$502K
|
-$19.6K
|
-470
|
-4%
|
|
|
2020
|
FullCircle Wealth
Dallas,
Texas
|
$502K
|
-$695K
|
-16,658
|
-58%
|
|
|
2021
|
Bullock Wealth Management
Bloomington,
Indiana
|
$502K
|
+$8.85K
|
+212
|
+2%
|
|
|
2022
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$502K
|
+$63.7K
|
+1,526
|
+16%
|
|
|
2023
|
|
$502K
|
+$267K
|
+6,400
|
+134%
|
|
|
2024
|
Sovereign Financial Group
Stamford,
Connecticut
|
$501K
|
-$23.2K
|
-555
|
-5%
|
|
|
2025
|
Drive Wealth Management
Lehi,
Utah
|
$500K
|
+$6.8K
|
+163
|
+1%
|
|
