|
2001
|
Bare Financial Services
Gap,
Pennsylvania
|
$19.7K
|
+$5.41K
|
+17
|
+38%
|
|
|
2002
|
Hughes Financial Services
Herndon,
Virginia
|
$18.8K
|
+$4.14K
|
+13
|
+28%
|
|
|
2003
|
Creative Capital Management Investments
San Diego,
California
|
$18.5K
|
–
|
–
|
–
|
|
|
2004
|
Decker Retirement Planning
Levi,
Utah
|
$18.5K
|
+$3.82K
|
+12
|
+26%
|
|
|
2005
|
S&T Bank
Indiana,
Pennsylvania
|
$18.5K
|
+$16.2K
|
+51
|
+729%
|
|
|
2006
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$18K
|
–
|
–
|
–
|
|
|
2007
|
WealthCollab
Bellevue,
Washington
|
$18K
|
+$318
|
+1
|
+2%
|
|
|
2008
|
Mosley Wealth Management
Anaheim,
California
|
$17.9K
|
+$23.2K
|
+73
|
New
|
|
|
2009
|
Dunhill Financial
London,
United Kingdom
|
$17.8K
|
+$318
|
+1
|
+2%
|
|
|
2010
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$17.8K
|
–
|
–
|
–
|
|
|
2011
|
Kilter Group
Rhinebeck,
New York
|
$17.2K
|
+$636
|
+2
|
+4%
|
|
|
2012
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$17.2K
|
+$12.1K
|
+38
|
+238%
|
|
|
2013
|
Capital & Planning LLC
Jonesboro,
Georgia
|
$17.2K
|
+$17.2K
|
+54
|
New
|
|
|
2014
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$16.5K
|
–
|
–
|
–
|
|
|
2015
|
YANKCOM Partnership
Yankton,
South Dakota
|
$16.5K
|
–
|
–
|
–
|
|
|
2016
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
$16.2K
|
+$1.91K
|
+6
|
+13%
|
|
|
2017
|
Winch Advisory Services
Appleton,
Wisconsin
|
$16.1K
|
+$318
|
+1
|
+2%
|
|
|
2018
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$15.9K
|
–
|
–
|
–
|
|
|
2019
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$15.9K
|
–
|
–
|
–
|
|
|
2020
|
Financial Perspectives
Minneapolis,
Minnesota
|
$15.9K
|
–
|
–
|
–
|
|
|
2021
|
First Eagle Investment Management
New York
|
$15.3K
|
-$645M
|
-2,025,781
|
-100%
|
|
|
2022
|
NCP Inc
La Quinta,
California
|
$15.3K
|
–
|
–
|
–
|
|
|
2023
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$14.6K
|
-$3.18K
|
-10
|
-18%
|
|
|
2024
|
Centennial Bank
Conway,
Arkansas
|
$14K
|
-$3.18K
|
-10
|
-19%
|
|
|
2025
|
Acima Private Wealth
Richmond,
Virginia
|
$14K
|
–
|
–
|
–
|
|
