|
2001
|
Veracity Capital
Atlanta,
Georgia
|
$385K
|
-$64.7K
|
-2,267
|
-14%
|
|
|
2002
|
Integrity Financial
Cheyenne,
Wyoming
|
$383K
|
–
|
–
|
–
|
|
|
2003
|
Kapstone Financial Advisors
Lebanon,
Ohio
|
$383K
|
-$285
|
-10
|
-0.1%
|
|
|
2004
|
Alerus Financial
Grand Forks,
North Dakota
|
$383K
|
+$14.4K
|
+503
|
+4%
|
|
|
2005
|
Vahanian & Associates Financial Planning
Saratoga Springs,
New York
|
$383K
|
-$44.1K
|
-1,545
|
-10%
|
|
|
2006
|
VELA Investment Management
New Albany,
Ohio
|
$383K
|
–
|
–
|
–
|
|
|
2007
|
Brandywine Trust
Hockessin,
Delaware
|
$382K
|
–
|
–
|
–
|
|
|
2008
|
Strategic Blueprint
Atlanta,
Georgia
|
$382K
|
-$2.78M
|
-97,487
|
-88%
|
|
|
2009
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$382K
|
-$42.7K
|
-1,495
|
-10%
|
|
|
2010
|
Aristotle Capital Management
Los Angeles,
California
|
$382K
|
–
|
–
|
–
|
|
|
2011
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$380K
|
+$111K
|
+3,906
|
+42%
|
|
|
2012
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$380K
|
-$6.68K
|
-234
|
-2%
|
|
|
2013
|
Pictet Bank & Trust
Nassau,
Bahamas
|
$378K
|
–
|
–
|
–
|
|
|
2014
|
&Partners
Nashville,
Tennessee
|
$377K
|
+$913
|
+32
|
+0.2%
|
|
|
2015
|
HUB Investment Partners
Austin,
Texas
|
$376K
|
+$29.8K
|
+1,045
|
+9%
|
|
|
2016
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$375K
|
-$47.6K
|
-1,667
|
-11%
|
|
|
2017
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$375K
|
-$105K
|
-3,678
|
-22%
|
|
|
2018
|
Atwood & Palmer
Kansas City,
Missouri
|
$374K
|
–
|
–
|
–
|
|
|
2019
|
HBW Advisory Services
Simi Valley,
California
|
$373K
|
+$97K
|
+3,399
|
+35%
|
|
|
2020
|
|
$373K
|
–
|
–
|
–
|
|
|
2021
|
Clarus Group
Houston,
Texas
|
$372K
|
+$12K
|
+420
|
+3%
|
|
|
2022
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$372K
|
+$1.68K
|
+59
|
+0.5%
|
|
|
2023
|
Verus Financial Partners
Richmond,
Virginia
|
$371K
|
+$28.5K
|
+1,000
|
+9%
|
|
|
2024
|
Balentine LLC
Atlanta,
Georgia
|
$370K
|
-$676K
|
-23,692
|
-65%
|
|
|
2025
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$368K
|
+$799
|
+28
|
+0.2%
|
|
