|
2001
|
Strategic Financial Partners
Bend,
Oregon
|
$218K
|
–
|
–
|
–
|
|
|
2002
|
Lion Street Advisors
Austin,
Texas
|
$217K
|
-$3.64K
|
-30
|
-2%
|
|
|
2003
|
Schnieders Capital Management
Pasadena,
California
|
$217K
|
–
|
–
|
–
|
|
|
2004
|
Atlas Brown
Louisville,
Kentucky
|
$217K
|
+$231K
|
+1,899
|
New
|
|
|
2005
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$217K
|
–
|
–
|
–
|
|
|
2006
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$217K
|
+$850
|
+7
|
+0.4%
|
|
|
2007
|
Parthenon LLC
Louisville,
Kentucky
|
$217K
|
–
|
–
|
–
|
|
|
2008
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$217K
|
-$2.92K
|
-24
|
-1%
|
|
|
2009
|
SYM Financial Corp
Winona Lake,
Indiana
|
$217K
|
+$230K
|
+1,894
|
New
|
|
|
2010
|
Union Savings Bank
Litchfield,
Connecticut
|
$216K
|
+$12.5K
|
+103
|
+6%
|
|
|
2011
|
LifePro Asset Management
San Diego,
California
|
$216K
|
+$5.95K
|
+49
|
+3%
|
|
|
2012
|
ICA Group Wealth Management
Denver,
Colorado
|
$215K
|
-$149K
|
-1,226
|
-40%
|
|
|
2013
|
JBR Co Financial Management
Ardmore,
Oklahoma
|
$214K
|
–
|
–
|
–
|
|
|
2014
|
Family Investment Center
Saint Joseph,
Missouri
|
$214K
|
+$24.3K
|
+200
|
+12%
|
|
|
2015
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$214K
|
+$48.7K
|
+401
|
+27%
|
|
|
2016
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$214K
|
+$28.3K
|
+233
|
+14%
|
|
|
2017
|
Summit Asset Management
Memphis,
Tennessee
|
$213K
|
+$121
|
+1
|
+0.1%
|
|
|
2018
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
$212K
|
+$121
|
+1
|
+0.1%
|
|
|
2019
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$212K
|
-$51.6K
|
-425
|
-19%
|
|
|
2020
|
Brady Family Wealth
Saint Louis,
Missouri
|
$212K
|
–
|
–
|
–
|
|
|
2021
|
First Western Trust Bank
Denver,
Colorado
|
$211K
|
-$23.3K
|
-192
|
-9%
|
|
|
2022
|
One Day In July LLC
Burlington,
Vermont
|
$211K
|
+$17.4K
|
+143
|
+8%
|
|
|
2023
|
United Advisor Group
Cincinnati,
Ohio
|
$210K
|
+$223K
|
+1,840
|
New
|
|
|
2024
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$210K
|
-$23.4K
|
-193
|
-10%
|
|
|
2025
|
Northwest Wealth Management
Spencer,
Iowa
|
$210K
|
+$2.31K
|
+19
|
+1%
|
|
