|
2001
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$345K
|
–
|
–
|
–
|
|
|
2002
|
Corrigan Financial
Middletown,
Rhode Island
|
$345K
|
+$67
|
+1
|
+0%
|
|
|
2003
|
L & S Advisors
Los Angeles,
California
|
$344K
|
-$83.4K
|
-1,242
|
-21%
|
|
|
2004
|
Wimmer Associates 1
Pasadena,
California
|
$343K
|
–
|
–
|
–
|
|
|
2005
|
Financial Engines Advisors
Santa Clara,
California
|
$343K
|
+$74.6K
|
+1,111
|
+31%
|
|
|
2006
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$342K
|
–
|
–
|
–
|
|
|
2007
|
Soltis Investment Advisors
St. George,
Utah
|
$342K
|
+$4.97K
|
+74
|
+2%
|
|
|
2008
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$341K
|
-$103K
|
-1,531
|
-25%
|
|
|
2009
|
SignalPoint Asset Management
Springfield,
Missouri
|
$341K
|
-$2.62K
|
-39
|
-0.8%
|
|
|
2010
|
Liberty Wealth Management
Oakland,
California
|
$341K
|
+$3.63K
|
+54
|
+1%
|
|
|
2011
|
Eudaimonia Advisors
Winchester,
Tennessee
|
$341K
|
+$314K
|
+4,672
|
New
|
|
|
2012
|
Ascent Wealth Partners
New Hartford,
New York
|
$340K
|
–
|
–
|
–
|
|
|
2013
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$340K
|
+$45.4K
|
+676
|
+17%
|
|
|
2014
|
Latitude Advisors
Vero Beach,
Florida
|
$340K
|
+$313K
|
+4,658
|
New
|
|
|
2015
|
Oak Harvest Investment Services
Houston,
Texas
|
$339K
|
-$61.8K
|
-920
|
-17%
|
|
|
2016
|
Carson Advisory
Athens,
Georgia
|
$339K
|
–
|
–
|
–
|
|
|
2017
|
Brown Advisory Securities
Baltimore,
Maryland
|
$337K
|
-$74.7K
|
-1,113
|
-20%
|
|
|
2018
|
Insight Wealth Partners
Plano,
Texas
|
$337K
|
-$56.7K
|
-844
|
-15%
|
|
|
2019
|
Legal Advantage Investments
Los Altos Hills,
California
|
$336K
|
+$13.3K
|
+198
|
+5%
|
|
|
2020
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$336K
|
+$309K
|
+4,607
|
New
|
|
|
2021
|
Waverly Advisors
Birmingham,
Alabama
|
$335K
|
-$52K
|
-775
|
-14%
|
|
|
2022
|
GGM Wealth Advisors
Baltimore,
Maryland
|
$335K
|
+$806
|
+12
|
+0.3%
|
|
|
2023
|
Apella Capital
West Hartford,
Connecticut
|
$335K
|
+$2.55K
|
+38
|
+0.8%
|
|
|
2024
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$335K
|
+$26K
|
+387
|
+9%
|
|
|
2025
|
Asio Capital
Lexington,
Kentucky
|
$333K
|
-$20.1K
|
-300
|
-6%
|
|
