|
2001
|
Southland Equity Partners
Wildwood,
Missouri
|
$228K
|
+$8.39K
|
+39
|
+4%
|
|
|
2002
|
TTP Investments
San Jose,
California
|
$227K
|
–
|
–
|
–
|
|
|
2003
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$227K
|
+$1.72K
|
+8
|
+0.8%
|
|
|
2004
|
XR Securities
Chicago,
Illinois
|
$227K
|
+$230K
|
+1,071
|
New
|
|
|
2005
|
Gray Wealth Management
Bangor,
Maine
|
$226K
|
+$10.8K
|
+50
|
+5%
|
|
|
2006
|
Gyon Technologies Capital Management
Denville,
New Jersey
|
$225K
|
-$1.65M
|
-7,658
|
-88%
|
|
|
2007
|
Oxford Financial Group
Carmel,
Indiana
|
$225K
|
-$478K
|
-2,220
|
-68%
|
|
|
2008
|
Endurance Wealth Management
Providence,
Rhode Island
|
$224K
|
-$37.7K
|
-175
|
-14%
|
|
|
2009
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$223K
|
-$48.6K
|
-226
|
-18%
|
|
|
2010
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$223K
|
–
|
–
|
–
|
|
|
2011
|
Beaton Management Company
Haverhill,
Massachusetts
|
$223K
|
+$10.8K
|
+50
|
+5%
|
|
|
2012
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$223K
|
+$52.7K
|
+245
|
+30%
|
|
|
2013
|
Glassman Wealth Services
Vienna,
Virginia
|
$223K
|
+$61.6K
|
+286
|
+38%
|
|
|
2014
|
Single Point Partners
Boston,
Massachusetts
|
$223K
|
+$226K
|
+1,050
|
New
|
|
|
2015
|
West Bancorporation
West Des Moines,
Iowa
|
$222K
|
-$2.58K
|
-12
|
-1%
|
|
|
2016
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$221K
|
-$107K
|
-495
|
-32%
|
|
|
2017
|
Loveless Wealth Management
Billings,
Montana
|
$221K
|
–
|
–
|
–
|
|
|
2018
|
Washington Trust Bank
Spokane,
Washington
|
$221K
|
+$430
|
+2
|
+0.2%
|
|
|
2019
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$220K
|
-$33.8K
|
-157
|
-13%
|
|
|
2020
|
Cottage Street Advisors
Marion,
Massachusetts
|
$220K
|
+$861
|
+4
|
+0.4%
|
|
|
2021
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$219K
|
+$1.94K
|
+9
|
+0.9%
|
|
|
2022
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$218K
|
-$5.81K
|
-27
|
-3%
|
|
|
2023
|
O'Rourke & Company
Boston,
Massachusetts
|
$218K
|
–
|
–
|
–
|
|
|
2024
|
Douglas Lane & Associates
New York
|
$217K
|
-$9.47K
|
-44
|
-4%
|
|
|
2025
|
Nichols & Pratt Advisers
Boston,
Massachusetts
|
$217K
|
–
|
–
|
–
|
|
