|
2001
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$250K
|
+$197K
|
+864
|
+219%
|
|
|
2002
|
Kensington Investment Counsel
Long Beach,
California
|
$250K
|
–
|
–
|
–
|
|
|
2003
|
Opal Wealth Advisors
Jericho,
New York
|
$250K
|
-$44.4K
|
-195
|
-13%
|
|
|
2004
|
Kera Capital Partners
San Jose,
California
|
$250K
|
+$82.9K
|
+364
|
+41%
|
|
|
2005
|
Summit Wealth Partners
Orlando,
Florida
|
$250K
|
+$286K
|
+1,254
|
New
|
|
|
2006
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$249K
|
+$1.37K
|
+6
|
+0.5%
|
|
|
2007
|
Pathfinder Wealth Consulting
Wilmington,
North Carolina
|
$249K
|
-$29.6K
|
-130
|
-9%
|
|
|
2008
|
SFE Investment Counsel
Los Angeles,
California
|
$249K
|
+$15.9K
|
+70
|
+6%
|
|
|
2009
|
Stage Harbor Financial
Westwood,
Massachusetts
|
$249K
|
+$20.9K
|
+92
|
+8%
|
|
|
2010
|
First County Bank
Stamford,
Connecticut
|
$249K
|
–
|
–
|
–
|
|
|
2011
|
Targeted Financial Services
Seminole,
Florida
|
$249K
|
–
|
–
|
–
|
|
|
2012
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$249K
|
+$683
|
+3
|
+0.2%
|
|
|
2013
|
Readystate Asset Management
Chicago,
Illinois
|
$249K
|
+$284K
|
+1,249
|
New
|
|
|
2014
|
Purus Wealth Management
Newport Beach,
California
|
$248K
|
+$16.2K
|
+71
|
+6%
|
|
|
2015
|
Financial Management Professionals
Austin,
Texas
|
$248K
|
+$110K
|
+481
|
+63%
|
|
|
2016
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$248K
|
+$22.8K
|
+100
|
+9%
|
|
|
2017
|
Whelan Financial
Fresno,
California
|
$248K
|
+$3.87K
|
+17
|
+1%
|
|
|
2018
|
Crescent Sterling
Metairie,
Louisiana
|
$248K
|
+$283K
|
+1,244
|
New
|
|
|
2019
|
MASTERINVEST Kapitalanlage
Vienna,
|
$247K
|
+$283K
|
+1,243
|
New
|
|
|
2020
|
CVA Family Office
Denver,
Colorado
|
$246K
|
+$56.7K
|
+249
|
+25%
|
|
|
2021
|
TrustBank
Olney,
Illinois
|
$246K
|
+$282K
|
+1,237
|
New
|
|
|
2022
|
ORG Wealth Partners
Dallas,
Texas
|
$246K
|
+$106K
|
+464
|
+60%
|
|
|
2023
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$245K
|
+$3.19K
|
+14
|
+1%
|
|
|
2024
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$245K
|
+$5.24K
|
+23
|
+2%
|
|
|
2025
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$245K
|
+$166K
|
+731
|
+146%
|
|
