|
2001
|
Hardy Reed
Tupelo,
Mississippi
|
$247K
|
+$14.2K
|
+39
|
+6%
|
|
|
2002
|
Arrow Financial
Glens Falls,
New York
|
$247K
|
+$20.4K
|
+56
|
+9%
|
|
|
2003
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$247K
|
–
|
–
|
–
|
|
|
2004
|
von Borstel & Associates
The Dalles,
Oregon
|
$247K
|
–
|
–
|
–
|
|
|
2005
|
Ranch Capital Advisors
Sarasota,
Florida
|
$247K
|
+$364
|
+1
|
+0.2%
|
|
|
2006
|
Bruce G. Allen Investments
Denver,
Colorado
|
$246K
|
-$8K
|
-22
|
-3%
|
|
|
2007
|
Howard Financial Services
Dallas,
Texas
|
$246K
|
+$239K
|
+656
|
New
|
|
|
2008
|
Hudock Inc
Williamsport,
Pennsylvania
|
$245K
|
+$238K
|
+654
|
New
|
|
|
2009
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$245K
|
-$4K
|
-11
|
-2%
|
|
|
2010
|
Capital Insight Partners
Scottsdale,
Arizona
|
$244K
|
–
|
–
|
–
|
|
|
2011
|
Taylor Financial Group
Roanoke,
Virginia
|
$243K
|
–
|
–
|
–
|
|
|
2012
|
Verity & Verity
Beaufort,
South Carolina
|
$243K
|
+$25.5K
|
+70
|
+12%
|
|
|
2013
|
Financial Insights
Tacoma,
Washington
|
$243K
|
+$8.73K
|
+24
|
+4%
|
|
|
2014
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$242K
|
+$10.2K
|
+28
|
+5%
|
|
|
2015
|
Mairs & Power Inc
St Paul,
Minnesota
|
$242K
|
+$235K
|
+647
|
New
|
|
|
2016
|
Investment Research Partners
Lemont,
Pennsylvania
|
$242K
|
+$227K
|
+623
|
New
|
|
|
2017
|
Rothschild Capital Partners
New York
|
$241K
|
–
|
–
|
–
|
|
|
2018
|
Luts & Greenleigh Group
Bethesda,
Maryland
|
$241K
|
-$5.09K
|
-14
|
-2%
|
|
|
2019
|
Gill Capital Partners
Denver,
Colorado
|
$241K
|
–
|
–
|
–
|
|
|
2020
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$241K
|
–
|
–
|
–
|
|
|
2021
|
Oslo Pensjonsforsikring
Oslo,
|
$241K
|
–
|
–
|
–
|
|
|
2022
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$240K
|
+$13.1K
|
+36
|
+6%
|
|
|
2023
|
Refined Wealth Management
Salt Lake City,
Utah
|
$240K
|
+$21.5K
|
+59
|
+10%
|
|
|
2024
|
Virtue Capital Management
Brentwood,
Tennessee
|
$239K
|
+$1.9M
|
+5,219
|
+395%
|
|
|
2025
|
Symmetry Partners
Glastonbury,
Connecticut
|
$238K
|
+$232K
|
+637
|
New
|
|
