|
2001
|
Aviso Financial
Toronto,
Ontario, Canada
|
$397K
|
–
|
–
|
–
|
|
|
2002
|
one8zero8 LLC
Greensboro,
North Carolina
|
$396K
|
-$33.3K
|
-110
|
-8%
|
|
|
2003
|
Central Bank & Trust
Lexington,
Kentucky
|
$396K
|
+$394K
|
+1,300
|
New
|
|
|
2004
|
Opus Capital Group
Cincinnati,
Ohio
|
$396K
|
–
|
–
|
–
|
|
|
2005
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$396K
|
–
|
–
|
–
|
|
|
2006
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$396K
|
–
|
–
|
–
|
|
|
2007
|
Glassman Wealth Services
Vienna,
Virginia
|
$395K
|
–
|
–
|
–
|
|
|
2008
|
LVW Advisors
Pittsford,
New York
|
$395K
|
+$170K
|
+560
|
+76%
|
|
|
2009
|
Ballast Inc
Lexington,
Kentucky
|
$395K
|
–
|
–
|
–
|
|
|
2010
|
TPG Advisors
Northfield,
Illinois
|
$394K
|
+$9.99K
|
+33
|
+3%
|
|
|
2011
|
Moseley Investment Management
Bradenton,
Florida
|
$393K
|
-$150K
|
-497
|
-28%
|
|
|
2012
|
Sunbeam Capital Management
Atlanta,
Georgia
|
$393K
|
–
|
–
|
–
|
|
|
2013
|
Webster Bank
Waterbury,
Connecticut
|
$392K
|
-$60.6K
|
-200
|
-13%
|
|
|
2014
|
Strait & Sound Wealth Management
San Francisco,
California
|
$389K
|
–
|
–
|
–
|
|
|
2015
|
Anchor Investment Management
Columbia,
South Carolina
|
$389K
|
+$5.15K
|
+17
|
+1%
|
|
|
2016
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$389K
|
+$20.9K
|
+69
|
+6%
|
|
|
2017
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$388K
|
–
|
–
|
–
|
|
|
2018
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$387K
|
-$56.3K
|
-186
|
-13%
|
|
|
2019
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$387K
|
-$37.2K
|
-123
|
-9%
|
|
|
2020
|
Centurion Wealth Management
Mclean,
Virginia
|
$386K
|
+$39.4K
|
+130
|
+11%
|
|
|
2021
|
ADE LLC
Baltimore,
Maryland
|
$386K
|
–
|
–
|
–
|
|
|
2022
|
Forum Financial Management
Lombard,
Illinois
|
$385K
|
+$13.9K
|
+46
|
+4%
|
|
|
2023
|
GR Financial Group
Tucson,
Arizona
|
$383K
|
+$380K
|
+1,256
|
New
|
|
|
2024
|
GEM Asset Management
Plymouth,
Michigan
|
$383K
|
-$606
|
-2
|
-0.2%
|
|
|
2025
|
Willow Creek Wealth Management
Sebastopol,
California
|
$381K
|
+$64.5K
|
+213
|
+21%
|
|
