|
2001
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$240K
|
-$18.4K
|
-383
|
-8%
|
|
|
2002
|
Fagan Associates
Troy,
New York
|
$240K
|
-$3.18M
|
-66,048
|
-94%
|
|
|
2003
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$240K
|
-$15.2K
|
-315
|
-7%
|
|
|
2004
|
Capital Management Associates Inc
Minneapolis,
Minnesota
|
$240K
|
–
|
–
|
–
|
|
|
2005
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$239K
|
–
|
–
|
–
|
|
|
2006
|
WBH Advisory
Baltimore,
Maryland
|
$238K
|
+$212K
|
+4,407
|
New
|
|
|
2007
|
Brave Asset Management
Summit,
New Jersey
|
$237K
|
+$212K
|
+4,400
|
New
|
|
|
2008
|
Bellevue Asset Management
Bellevue,
Washington
|
$237K
|
+$289
|
+6
|
+0.1%
|
|
|
2009
|
|
$237K
|
+$211K
|
+4,388
|
New
|
|
|
2010
|
Vicus Capital
State College,
Pennsylvania
|
$237K
|
+$211K
|
+4,387
|
New
|
|
|
2011
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$236K
|
+$211K
|
+4,377
|
New
|
|
|
2012
|
Intelligence Driven Advisers
Carlsbad,
California
|
$236K
|
+$211K
|
+4,376
|
New
|
|
|
2013
|
Westbourne Investments
Alexandria,
Virginia
|
$236K
|
+$210K
|
+4,375
|
New
|
|
|
2014
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$236K
|
-$17.1K
|
-356
|
-8%
|
|
|
2015
|
Quantum Financial Advisors
El Segundo,
California
|
$236K
|
+$210K
|
+4,372
|
New
|
|
|
2016
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$235K
|
+$210K
|
+4,363
|
New
|
|
|
2017
|
DDFG Inc
Thousand Oaks,
California
|
$235K
|
+$210K
|
+4,363
|
New
|
|
|
2018
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$235K
|
+$210K
|
+4,357
|
New
|
|
|
2019
|
Asset Dedication LLC
San Francisco,
California
|
$234K
|
-$115K
|
-2,397
|
-36%
|
|
|
2020
|
Hourglass Capital
Houston,
Texas
|
$234K
|
+$208K
|
+4,330
|
New
|
|
|
2021
|
First National Bank of Omaha
Omaha,
Nebraska
|
$233K
|
+$207K
|
+4,296
|
New
|
|
|
2022
|
KPP Advisory Services
Louisville,
Kentucky
|
$233K
|
-$104K
|
-2,160
|
-33%
|
|
|
2023
|
LRI Investments
Palm Beach Gardens,
Florida
|
$233K
|
+$90.4K
|
+1,879
|
+77%
|
|
|
2024
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$233K
|
-$10.8K
|
-225
|
-5%
|
|
|
2025
|
Bank of Stockton
Stockton,
California
|
$232K
|
-$44.7K
|
-930
|
-18%
|
|
