|
2001
|
Silvant Capital Management
Atlanta,
Georgia
|
$301K
|
–
|
–
|
–
|
|
|
2002
|
Financial Advisors
Andover,
Massachusetts
|
$300K
|
–
|
–
|
–
|
|
|
2003
|
Paulson Wealth Management
Wheaton,
Illinois
|
$300K
|
+$46.6K
|
+190
|
+18%
|
|
|
2004
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$300K
|
+$61.6K
|
+251
|
+25%
|
|
|
2005
|
Shilanski & Associates
Anchorage,
Alaska
|
$299K
|
+$1.72K
|
+7
|
+0.6%
|
|
|
2006
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$299K
|
–
|
–
|
–
|
|
|
2007
|
Globeflex Capital
San Diego,
California
|
$299K
|
–
|
–
|
–
|
|
|
2008
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$298K
|
+$95.2K
|
+388
|
+46%
|
|
|
2009
|
Everhart Financial Group
Dublin,
Ohio
|
$297K
|
-$191K
|
-780
|
-39%
|
|
|
2010
|
The Family Firm
Bethesda,
Maryland
|
$297K
|
-$7.86K
|
-32
|
-3%
|
|
|
2011
|
First Interstate Bank
Billings,
Montana
|
$296K
|
–
|
–
|
–
|
|
|
2012
|
|
$296K
|
-$16K
|
-65
|
-5%
|
|
|
2013
|
Hantz Financial Services
Southfield,
Michigan
|
$294K
|
+$64.8K
|
+264
|
+28%
|
|
|
2014
|
Fort LP
Chevy Chase,
Maryland
|
$294K
|
-$122K
|
-498
|
-29%
|
|
|
2015
|
Key Financial Inc
West Chester,
Pennsylvania
|
$293K
|
-$54.7K
|
-223
|
-16%
|
|
|
2016
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$292K
|
–
|
–
|
–
|
|
|
2017
|
Progressive Investment Management
Lake Oswego,
Oregon
|
$292K
|
+$25K
|
+102
|
+9%
|
|
|
2018
|
Jag Capital Management
St Louis,
Missouri
|
$290K
|
-$73.6K
|
-300
|
-20%
|
|
|
2019
|
ADE LLC
Baltimore,
Maryland
|
$290K
|
–
|
–
|
–
|
|
|
2020
|
Omega Financial Group
Santa Barbara,
California
|
$290K
|
–
|
–
|
–
|
|
|
2021
|
Destination Wealth Management
Walnut Creek,
California
|
$290K
|
+$50.1K
|
+204
|
+20%
|
|
|
2022
|
Virtus Investment Advisers
Hartford,
Connecticut
|
$289K
|
-$258K
|
-1,049
|
-47%
|
|
|
2023
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$289K
|
-$25K
|
-102
|
-8%
|
|
|
2024
|
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
|
$289K
|
+$14K
|
+57
|
+5%
|
|
|
2025
|
Lane & Associates
Moorestown,
New Jersey
|
$288K
|
+$292K
|
+1,191
|
New
|
|
