|
2001
|
Chatham Capital Group
Savannah,
Georgia
|
$438K
|
–
|
–
|
–
|
|
|
2002
|
Defined Wealth Management
Beaverton,
Oregon
|
$436K
|
+$1.36K
|
+5
|
+0.3%
|
|
|
2003
|
Byrne Asset Management
Kingston,
New Jersey
|
$435K
|
+$414K
|
+1,518
|
New
|
|
|
2004
|
Simplify Asset Management
Las Vegas,
Nevada
|
$435K
|
-$3.28M
|
-12,029
|
-89%
|
|
|
2005
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$434K
|
-$57.5K
|
-211
|
-12%
|
|
|
2006
|
Dixon Fnancial Services
Lafayette,
California
|
$433K
|
–
|
–
|
–
|
|
|
2007
|
Five Oceans Advisors
Santa Monica,
California
|
$433K
|
-$545
|
-2
|
-0.1%
|
|
|
2008
|
Portside Wealth Group
Provo,
Utah
|
$432K
|
-$1.91K
|
-7
|
-0.5%
|
|
|
2009
|
Penn Davis McFarland
Dallas,
Texas
|
$432K
|
–
|
–
|
–
|
|
|
2010
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$431K
|
+$408K
|
+1,498
|
New
|
|
|
2011
|
Veracity Capital
Atlanta,
Georgia
|
$429K
|
+$33K
|
+121
|
+9%
|
|
|
2012
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$429K
|
+$12K
|
+44
|
+3%
|
|
|
2013
|
Mirador Capital Partners
Pleasanton,
California
|
$429K
|
+$85.6K
|
+314
|
+27%
|
|
|
2014
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$429K
|
-$20.2K
|
-74
|
-5%
|
|
|
2015
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$429K
|
-$34.3K
|
-126
|
-8%
|
|
|
2016
|
Members Trust
Tampa,
Florida
|
$429K
|
–
|
–
|
–
|
|
|
2017
|
Richardson Financial Services
Medway,
Massachusetts
|
$429K
|
+$405K
|
+1,488
|
New
|
|
|
2018
|
Quotient Wealth Partners
Dallas,
Texas
|
$428K
|
+$405K
|
+1,487
|
New
|
|
|
2019
|
SFG Wealth Management
Towson,
Maryland
|
$428K
|
-$24.5K
|
-90
|
-6%
|
|
|
2020
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$427K
|
+$404K
|
+1,482
|
New
|
|
|
2021
|
Hyperion Partners
Berwyn,
Pennsylvania
|
$423K
|
–
|
–
|
–
|
|
|
2022
|
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
$422K
|
-$9.54K
|
-35
|
-2%
|
|
|
2023
|
Baker Avenue Asset Management
San Francisco,
California
|
$422K
|
+$1.64K
|
+6
|
+0.4%
|
|
|
2024
|
Cozad Asset Management
Champaign,
Illinois
|
$421K
|
–
|
–
|
–
|
|
|
2025
|
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
|
$421K
|
+$398K
|
+1,461
|
New
|
|
