|
2001
|
M&R Capital Management
Summit,
New Jersey
|
$294K
|
–
|
–
|
–
|
|
|
2002
|
Corundum Group
Colorado Springs,
Colorado
|
$294K
|
+$45.4K
|
+1,020
|
+19%
|
|
|
2003
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$294K
|
+$51.2K
|
+1,152
|
+22%
|
|
|
2004
|
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
$292K
|
-$9.6K
|
-216
|
-3%
|
|
|
2005
|
Karpas Strategies
Litchfield,
Connecticut
|
$290K
|
–
|
–
|
–
|
|
|
2006
|
McRae Capital Management
Morristown,
New Jersey
|
$290K
|
–
|
–
|
–
|
|
|
2007
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$290K
|
+$43.1K
|
+969
|
+18%
|
|
|
2008
|
Sage Rhino Capital
Menlo Park,
California
|
$289K
|
-$400
|
-9
|
-0.1%
|
|
|
2009
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$288K
|
-$1.73K
|
-39
|
-0.6%
|
|
|
2010
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$288K
|
+$275K
|
+6,177
|
New
|
|
|
2011
|
Schwartz Investment Counsel
Plymouth,
Michigan
|
$287K
|
–
|
–
|
–
|
|
|
2012
|
Blue Chip Wealth Management
Miami Beach,
Florida
|
$287K
|
+$267
|
+6
|
+0.1%
|
|
|
2013
|
Nadler Financial Group
Deerfield,
Illinois
|
$286K
|
+$32.4K
|
+729
|
+13%
|
|
|
2014
|
LifeSteps Financial
Claremont,
California
|
$285K
|
+$272K
|
+6,111
|
New
|
|
|
2015
|
Howard Financial Services
Dallas,
Texas
|
$285K
|
+$272K
|
+6,114
|
New
|
|
|
2016
|
NorthRock Partners
Minneapolis,
Minnesota
|
$283K
|
-$145K
|
-3,255
|
-35%
|
|
|
2017
|
Armbruster Capital Management
Pittsford,
New York
|
$283K
|
–
|
–
|
–
|
|
|
2018
|
Capital Advantage
Walnut Creek,
California
|
$283K
|
+$13.2K
|
+297
|
+5%
|
|
|
2019
|
CreativeOne Wealth
Overland Park,
Kansas
|
$283K
|
+$20.9K
|
+471
|
+8%
|
|
|
2020
|
Flow Traders U.S.
New York
|
$283K
|
+$270K
|
+6,069
|
New
|
|
|
2021
|
Peak Planning Group
Centennial,
Colorado
|
$282K
|
+$269K
|
+6,051
|
New
|
|
|
2022
|
XML Financial
Bethesda,
Maryland
|
$282K
|
+$269K
|
+6,057
|
New
|
|
|
2023
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$281K
|
+$268K
|
+6,021
|
New
|
|
|
2024
|
Centerpoint Advisors
Needham,
Massachusetts
|
$280K
|
–
|
–
|
–
|
|
|
2025
|
Concentric Wealth Management
Lafayette,
California
|
$280K
|
–
|
–
|
–
|
|
