|
2001
|
Heritage Financial Services
Westwood,
Massachusetts
|
$516K
|
-$15.9K
|
-145
|
-3%
|
|
|
2002
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$516K
|
-$80.1K
|
-730
|
-14%
|
|
|
2003
|
Horan Securities
Cincinnati,
United States
|
$516K
|
-$6.36K
|
-58
|
-1%
|
|
|
2004
|
Tucker Asset Management
Littleton,
Colorado
|
$516K
|
+$69.1K
|
+630
|
+16%
|
|
|
2005
|
Alpha Family Trust
Los Angeles,
California
|
$515K
|
–
|
–
|
–
|
|
|
2006
|
Mengis Capital Management
Portland,
Oregon
|
$515K
|
–
|
–
|
–
|
|
|
2007
|
Cardiff Park Advisors
Carlsbad,
California
|
$515K
|
+$219
|
+2
|
+0%
|
|
|
2008
|
ARS Investment Partners
New York
|
$515K
|
–
|
–
|
–
|
|
|
2009
|
Hill Island Financial
Grand Rapids,
Michigan
|
$514K
|
+$6.8K
|
+62
|
+1%
|
|
|
2010
|
Foster & Motley
Cincinnati,
Ohio
|
$514K
|
-$5.16K
|
-47
|
-1%
|
|
|
2011
|
BCU Wealth Advisors
Vernon Hills,
Illinois
|
$512K
|
+$1.75K
|
+16
|
+0.4%
|
|
|
2012
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$512K
|
-$8.12K
|
-74
|
-2%
|
|
|
2013
|
Proficio Capital Partners
Newton,
Massachusetts
|
$508K
|
-$396K
|
-3,614
|
-45%
|
|
|
2014
|
Ignite Planners
San Clemente,
California
|
$507K
|
+$2.96K
|
+27
|
+0.6%
|
|
|
2015
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$507K
|
-$1.1K
|
-10
|
-0.2%
|
|
|
2016
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$504K
|
+$45K
|
+410
|
+10%
|
|
|
2017
|
LSV Asset Management
Chicago,
Illinois
|
$504K
|
+$2.74K
|
+25
|
+0.6%
|
|
|
2018
|
Richwood Investment Advisors
Cincinnati,
Ohio
|
$503K
|
-$7.79K
|
-71
|
-2%
|
|
|
2019
|
Kelleher Financial Advisors
New York
|
$503K
|
–
|
–
|
–
|
|
|
2020
|
NCM Capital Management
Ramsey,
New Jersey
|
$502K
|
–
|
–
|
–
|
|
|
2021
|
Greatmark Investment Partners
Columbus,
Georgia
|
$502K
|
–
|
–
|
–
|
|
|
2022
|
Oxford Asset Management
Oxford,
United Kingdom
|
$501K
|
+$482K
|
+4,398
|
New
|
|
|
2023
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$500K
|
–
|
–
|
–
|
|
|
2024
|
Addison Advisors
Middlebury,
Vermont
|
$499K
|
+$2.19K
|
+20
|
+0.5%
|
|
|
2025
|
Human Investing
Lake Oswego,
Oregon
|
$497K
|
-$10.3K
|
-94
|
-2%
|
|
