|
2001
|
Wilkins Investment Counsel
Boston,
Massachusetts
|
$1.67M
|
-$76.2K
|
-800
|
-4%
|
|
|
2002
|
Louisbourg Investments
Dieppe,
New Brunswick, Canada
|
$1.67M
|
–
|
–
|
–
|
|
|
2003
|
Donaldson Capital Management
Evansville,
Indiana
|
$1.65M
|
-$25.8K
|
-271
|
-2%
|
|
|
2004
|
Laraway Financial Advisors
Saint Cloud,
Minnesota
|
$1.65M
|
-$583K
|
-6,114
|
-27%
|
|
|
2005
|
VisionPoint Advisory Group
Dallas,
Texas
|
$1.65M
|
+$1.16M
|
+12,129
|
+256%
|
|
|
2006
|
LSV Asset Management
Chicago,
Illinois
|
$1.65M
|
-$322K
|
-3,380
|
-17%
|
|
|
2007
|
Neville Rodie & Shaw
New York
|
$1.65M
|
–
|
–
|
–
|
|
|
2008
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$1.65M
|
-$19.1K
|
-200
|
-1%
|
|
|
2009
|
Rossby Financial
Melbourne,
Florida
|
$1.64M
|
+$5.14K
|
+54
|
+0.3%
|
|
|
2010
|
Fortis Group Advisors
Westwood,
New Jersey
|
$1.64M
|
-$310K
|
-3,256
|
-16%
|
|
|
2011
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
$1.64M
|
-$45.3K
|
-475
|
-3%
|
|
|
2012
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$1.64M
|
-$6.96K
|
-73
|
-0.4%
|
|
|
2013
|
Dillon & Associates
Jackson,
Michigan
|
$1.64M
|
+$8.67K
|
+91
|
+0.5%
|
|
|
2014
|
Aprio Wealth Management
Atlanta,
Georgia
|
$1.63M
|
+$177K
|
+1,862
|
+13%
|
|
|
2015
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$1.63M
|
+$857
|
+9
|
+0.1%
|
|
|
2016
|
Arkos Global Advisors
Houston,
Texas
|
$1.63M
|
+$40.4K
|
+424
|
+3%
|
|
|
2017
|
Golden State Wealth Management
Santa Ana,
California
|
$1.63M
|
-$30.2K
|
-317
|
-2%
|
|
|
2018
|
Insight Advisors
Newtown,
Pennsylvania
|
$1.63M
|
-$59.2K
|
-621
|
-4%
|
|
|
2019
|
Gould Asset Management
Claremont,
California
|
$1.63M
|
-$25.2K
|
-265
|
-2%
|
|
|
2020
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$1.62M
|
-$201K
|
-2,114
|
-11%
|
|
|
2021
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.62M
|
-$417K
|
-4,373
|
-21%
|
|
|
2022
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.62M
|
+$53.8K
|
+565
|
+4%
|
|
|
2023
|
Eagle Global Advisors
Houston,
Texas
|
$1.62M
|
-$202K
|
-2,119
|
-11%
|
|
|
2024
|
Foundation Resource Management
Little Rock,
Arkansas
|
$1.62M
|
-$1.91K
|
-20
|
-0.1%
|
|
|
2025
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$1.62M
|
+$6.67K
|
+70
|
+0.4%
|
|
