|
2001
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$5.51M
|
+$18.9K
|
3
|
1.87%
|
Increased
|
|
|
2002
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$5.5M
|
-$45.1K
|
2
|
1.15%
|
Reduced
|
|
|
2003
|
Northbridge Financial Group
Tampa,
Florida
|
$5.5M
|
+$845K
|
4
|
2.11%
|
Increased
|
|
|
2004
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$5.5M
|
-$164K
|
7
|
0.22%
|
Reduced
|
|
|
2005
|
Pinnbrook Capital Management
New York
|
$5.49M
|
-$2.75M
|
2
|
0.59%
|
Reduced
|
|
|
2006
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$5.49M
|
+$550K
|
5
|
0.21%
|
Increased
|
|
|
2007
|
Brookwood Investment Group
Phoenix,
Arizona
|
$5.49M
|
+$944K
|
5
|
0.62%
|
Increased
|
|
|
2008
|
Cane Capital Partners
Saint Francisville,
Louisiana
|
$5.49M
|
+$4.19M
|
4
|
2.17%
|
Increased
|
|
|
2009
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$5.47M
|
+$356K
|
9
|
0.53%
|
Increased
|
|
|
2010
|
Vestor Capital
Chicago,
Illinois
|
$5.47M
|
+$6.62M
|
4
|
0.34%
|
Increased
|
|
|
2011
|
VisionPoint Advisory Group
Dallas,
Texas
|
$5.47M
|
+$599K
|
8
|
0.89%
|
Increased
|
|
|
2012
|
Westhampton Capital
Winston-Salem,
North Carolina
|
$5.46M
|
-$64.2K
|
3
|
2.27%
|
Reduced
|
|
|
2013
|
Grand Alliance Asset Management
Central,
Hong Kong
|
$5.46M
|
+$516K
|
1
|
3.28%
|
Increased
|
|
|
2014
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$5.46M
|
+$2.24M
|
2
|
1.44%
|
Increased
|
|
|
2015
|
Dean Investment Associates
Beavercreek,
Ohio
|
$5.45M
|
+$61.3K
|
1
|
0.72%
|
Increased
|
|
|
2016
|
Davis Rea
Toronto,
Ontario, Canada
|
$5.44M
|
-$51.2K
|
1
|
1.55%
|
Reduced
|
|
|
2017
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$5.44M
|
+$586K
|
4
|
0.91%
|
Increased
|
|
|
2018
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$5.44M
|
-$739K
|
3
|
1.51%
|
Reduced
|
|
|
2019
|
Decatur Capital Management
Decatur,
Georgia
|
$5.42M
|
+$5.13M
|
1
|
1.84%
|
New
|
|
|
2020
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$5.42M
|
+$62K
|
1
|
1.3%
|
Increased
|
|
|
2021
|
Formidable Asset Management
Cincinnati,
Ohio
|
$5.41M
|
+$322K
|
4
|
0.86%
|
Increased
|
|
|
2022
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$5.41M
|
+$186K
|
6
|
0.14%
|
Increased
|
|
|
2023
|
Creative Financial Designs
Kokomo,
Indiana
|
$5.41M
|
+$557K
|
17
|
0.26%
|
Increased
|
|
|
2024
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$5.41M
|
+$251K
|
6
|
1.45%
|
Increased
|
|
|
2025
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$5.4M
|
-$438K
|
4
|
0.71%
|
Reduced
|
|