|
2001
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$408K
|
+$1.13K
|
+4
|
+0.3%
|
|
|
2002
|
4J Wealth Management
Alexandria,
Virginia
|
$408K
|
–
|
–
|
–
|
|
|
2003
|
Patrick M. Sweeney & Associates
Libertyville,
Illinois
|
$407K
|
+$57.7K
|
+205
|
+20%
|
|
|
2004
|
Hamilton Capital
Columbus,
Ohio
|
$407K
|
+$17.7K
|
+63
|
+5%
|
|
|
2005
|
West Michigan Advisors
Holland,
Michigan
|
$406K
|
+$13.8K
|
+49
|
+4%
|
|
|
2006
|
David J. Yvars Group
University Park,
Florida
|
$405K
|
+$139K
|
+495
|
+64%
|
|
|
2007
|
Advisors Management Group
La Crosse,
Wisconsin
|
$405K
|
-$7.32K
|
-26
|
-2%
|
|
|
2008
|
ETF Portfolio Partners
Leawood,
Kansas
|
$405K
|
–
|
–
|
–
|
|
|
2009
|
Matthew Hamilton Rosenberg
|
$405K
|
+$15.5K
|
+55
|
+5%
|
|
|
2010
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$404K
|
-$36K
|
-128
|
-9%
|
|
|
2011
|
Mainstream Capital Management
Los Angeles,
California
|
$404K
|
-$844
|
-3
|
-0.2%
|
|
|
2012
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$403K
|
-$10.4K
|
-37
|
-3%
|
|
|
2013
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$402K
|
+$32.6K
|
+116
|
+10%
|
|
|
2014
|
Manchester Financial
Westlake Village,
California
|
$401K
|
–
|
–
|
–
|
|
|
2015
|
Sterneck Capital Management
Kansas City,
Missouri
|
$401K
|
–
|
–
|
–
|
|
|
2016
|
|
$401K
|
-$1.97K
|
-7
|
-0.6%
|
|
|
2017
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$401K
|
+$14.1K
|
+50
|
+4%
|
|
|
2018
|
Libra Wealth
Los Gatos,
California
|
$400K
|
+$2.81K
|
+10
|
+0.8%
|
|
|
2019
|
Capital Markets Trading (UK)
London,
United Kingdom
|
$399K
|
+$352K
|
+1,251
|
New
|
|
|
2020
|
Kimelman & Baird
New York
|
$399K
|
–
|
–
|
–
|
|
|
2021
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$398K
|
-$71.8K
|
-255
|
-17%
|
|
|
2022
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$398K
|
–
|
–
|
–
|
|
|
2023
|
NWAM LLC
Mercer Island,
Washington
|
$396K
|
-$5.35K
|
-19
|
-1%
|
|
|
2024
|
Blue Square Asset Management
New York
|
$396K
|
–
|
–
|
–
|
|
|
2025
|
Burling Wealth Partners
Chicago,
Illinois
|
$395K
|
+$349K
|
+1,239
|
New
|
|
