|
2001
|
Investment Partners
New Philadelphia,
Ohio
|
$226K
|
–
|
–
|
–
|
|
|
2002
|
Corundum Group
Colorado Springs,
Colorado
|
$225K
|
+$11K
|
+200
|
+5%
|
|
|
2003
|
Alpha Windward
Westwood,
Massachusetts
|
$223K
|
-$11K
|
-200
|
-4%
|
|
|
2004
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$222K
|
-$22.1K
|
-400
|
-9%
|
|
|
2005
|
AllSquare Wealth Management
Albany,
New York
|
$222K
|
–
|
–
|
–
|
|
|
2006
|
Auxier Asset Management
Aurora,
Oregon
|
$222K
|
–
|
–
|
–
|
|
|
2007
|
|
$222K
|
–
|
–
|
–
|
|
|
2008
|
MCF Advisors
Covington,
Kentucky
|
$222K
|
+$11K
|
+200
|
+5%
|
|
|
2009
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$222K
|
+$22.1K
|
+400
|
+10%
|
|
|
2010
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$222K
|
+$237K
|
+4,300
|
New
|
|
|
2011
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$219K
|
-$171K
|
-3,100
|
-42%
|
|
|
2012
|
INVST
Indianapolis,
Indiana
|
$218K
|
–
|
–
|
–
|
|
|
2013
|
Trellis Advisors
Ellensburg,
Washington
|
$218K
|
+$8.83K
|
+160
|
+4%
|
|
|
2014
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$217K
|
–
|
–
|
–
|
|
|
2015
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$215K
|
-$62.9K
|
-1,140
|
-21%
|
|
|
2016
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$215K
|
+$29.8K
|
+540
|
+15%
|
|
|
2017
|
Apriem Advisors
Irvine,
California
|
$215K
|
+$230K
|
+4,160
|
New
|
|
|
2018
|
Gould Asset Management
Claremont,
California
|
$215K
|
+$230K
|
+4,160
|
New
|
|
|
2019
|
Legacy Financial Advisors
Covington,
Kentucky
|
$212K
|
+$8.83K
|
+160
|
+4%
|
|
|
2020
|
Summit Asset Management
Memphis,
Tennessee
|
$212K
|
+$11K
|
+200
|
+5%
|
|
|
2021
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$212K
|
+$226K
|
+4,100
|
New
|
|
|
2022
|
Doliver Advisors
Houston,
Texas
|
$211K
|
+$224K
|
+4,060
|
New
|
|
|
2023
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$210K
|
–
|
–
|
–
|
|
|
2024
|
Gradient Capital Advisors
San Diego,
California
|
$210K
|
–
|
–
|
–
|
|
|
2025
|
|
$209K
|
–
|
–
|
–
|
|
