|
2001
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$589K
|
-$32.7K
|
-400
|
-5%
|
|
|
2002
|
Toth Financial Advisory
Leesburg,
Virginia
|
$589K
|
-$6.38K
|
-78
|
-1%
|
|
|
2003
|
Nuveen Fund Advisors
Chicago,
Illinois
|
$587K
|
-$388K
|
-4,740
|
-41%
|
|
|
2004
|
Private Wealth Partners
Mill Valley,
California
|
$585K
|
–
|
–
|
–
|
|
|
2005
|
Financial Advantage
Columbia,
Maryland
|
$583K
|
–
|
–
|
–
|
|
|
2006
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$580K
|
-$5.64K
|
-69
|
-1%
|
|
|
2007
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$579K
|
+$85.9K
|
+1,051
|
+18%
|
|
|
2008
|
Laurel Grove Capital
Los Angeles,
California
|
$578K
|
-$168K
|
-2,050
|
-23%
|
|
|
2009
|
Clarius Group LLC
Seattle,
Washington
|
$578K
|
+$555K
|
+6,794
|
New
|
|
|
2010
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$577K
|
+$572
|
+7
|
+0.1%
|
|
|
2011
|
Investment Counselors of Maryland
Baltimore,
Maryland
|
$575K
|
–
|
–
|
–
|
|
|
2012
|
NVWM LLC
Yardley,
Pennsylvania
|
$574K
|
-$5.48K
|
-67
|
-1%
|
|
|
2013
|
Ativo Capital Management
Chicago,
Illinois
|
$573K
|
-$222K
|
-2,714
|
-29%
|
|
|
2014
|
DC Investments Management
Mclean,
Virginia
|
$573K
|
-$19.9K
|
-243
|
-3%
|
|
|
2015
|
Truepoint Inc
Cincinnati,
Ohio
|
$570K
|
+$9.16K
|
+112
|
+2%
|
|
|
2016
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$568K
|
-$17.9K
|
-219
|
-3%
|
|
|
2017
|
Jackson Financial Management
Costa Mesa,
California
|
$564K
|
+$2.54K
|
+31
|
+0.5%
|
|
|
2018
|
SSI Investment Management
Los Angeles,
California
|
$563K
|
-$4.33K
|
-53
|
-0.8%
|
|
|
2019
|
Huber Financial Advisors
Lincolnshire,
Illinois
|
$561K
|
+$29.8K
|
+364
|
+6%
|
|
|
2020
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$560K
|
-$37.6K
|
-460
|
-7%
|
|
|
2021
|
|
$558K
|
-$4.17M
|
-50,986
|
-89%
|
|
|
2022
|
REDW Wealth
Albuquerque,
New Mexico
|
$556K
|
-$83K
|
-1,015
|
-13%
|
|
|
2023
|
HMS Capital Management
Nashville,
Tennessee
|
$554K
|
–
|
–
|
–
|
|
|
2024
|
OptiFour Integrated Wealth Management
Mc Lean,
Virginia
|
$552K
|
-$12.3K
|
-150
|
-2%
|
|
|
2025
|
Confluence Wealth Management
Portland,
Oregon
|
$551K
|
+$16.8K
|
+206
|
+3%
|
|
