|
2001
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$229K
|
-$211
|
-1
|
-0.1%
|
|
|
2002
|
Hemington Wealth Management
Falls Church,
Virginia
|
$229K
|
+$6.97K
|
+33
|
+3%
|
|
|
2003
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$228K
|
–
|
–
|
–
|
|
|
2004
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$227K
|
-$172K
|
-814
|
-43%
|
|
|
2005
|
|
$227K
|
-$5.71K
|
-27
|
-2%
|
|
|
2006
|
Centerpoint Advisors
Needham,
Massachusetts
|
$227K
|
–
|
–
|
–
|
|
|
2007
|
Executive Wealth Management
Brighton,
Michigan
|
$227K
|
+$423
|
+2
|
+0.2%
|
|
|
2008
|
Alexandria Capital
Arlington,
Virginia
|
$227K
|
+$15.6K
|
+74
|
+7%
|
|
|
2009
|
Kore Private Wealth
New York
|
$227K
|
+$232K
|
+1,097
|
New
|
|
|
2010
|
Cadinha & Co
Honolulu,
Hawaii
|
$226K
|
-$3.36M
|
-15,919
|
-94%
|
|
|
2011
|
Harrell Investment Partners
Austin,
Texas
|
$226K
|
–
|
–
|
–
|
|
|
2012
|
Cornercap Investment Counsel
Atlanta,
Georgia
|
$225K
|
-$25.4K
|
-120
|
-10%
|
|
|
2013
|
Vigilant Capital Management
Portland,
Maine
|
$225K
|
-$15.6K
|
-74
|
-6%
|
|
|
2014
|
First Quadrant
Glendale,
California
|
$225K
|
–
|
–
|
–
|
|
|
2015
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$224K
|
-$80.3K
|
-380
|
-26%
|
|
|
2016
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$224K
|
–
|
–
|
–
|
|
|
2017
|
Nikulski Financial
Bettendorf,
Iowa
|
$224K
|
–
|
–
|
–
|
|
|
2018
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$223K
|
+$6.34K
|
+30
|
+3%
|
|
|
2019
|
Bell Bank
Fargo,
North Dakota
|
$223K
|
+$10.8K
|
+51
|
+5%
|
|
|
2020
|
E&G Advisors
Houston,
Texas
|
$222K
|
-$227K
|
-1,074
|
Closed
|
|
|
2021
|
Weaver Consulting Group
Huntington Beach,
California
|
$220K
|
-$5.07K
|
-24
|
-2%
|
|
|
2022
|
LSV Asset Management
Chicago,
Illinois
|
$219K
|
–
|
–
|
–
|
|
|
2023
|
St. Denis J. Villere & Co
New Orleans,
Louisiana
|
$219K
|
–
|
–
|
–
|
|
|
2024
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$219K
|
–
|
–
|
–
|
|
|
2025
|
Oak Family Advisors
Chicago,
Illinois
|
$219K
|
+$224K
|
+1,061
|
New
|
|
