|
2001
|
Tatro Capital
Lexington,
Kentucky
|
$282K
|
+$8.01K
|
+39
|
+3%
|
|
|
2002
|
Forte Capital
Rochester,
New York
|
$281K
|
-$41.5K
|
-202
|
-14%
|
|
|
2003
|
Zhang Financial
Portage,
Michigan
|
$281K
|
–
|
–
|
–
|
|
|
2004
|
TimeScale Financial
Danvers,
Massachusetts
|
$281K
|
+$122K
|
+594
|
+86%
|
|
|
2005
|
Financial Engines Advisors
Santa Clara,
California
|
$281K
|
+$263K
|
+1,279
|
New
|
|
|
2006
|
Slow Capital
Greenbrae,
California
|
$280K
|
-$26.1K
|
-127
|
-9%
|
|
|
2007
|
Autus Asset Management
Scottsdale,
Arizona
|
$280K
|
–
|
–
|
–
|
|
|
2008
|
Wittenberg Investment Management
Carlisle,
Massachusetts
|
$280K
|
–
|
–
|
–
|
|
|
2009
|
Spectrum Management Group
Indianapolis,
Indiana
|
$279K
|
+$23.2K
|
+113
|
+10%
|
|
|
2010
|
Kingfisher Capital
Charlotte,
North Carolina
|
$278K
|
-$190K
|
-926
|
-42%
|
|
|
2011
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$277K
|
–
|
–
|
–
|
|
|
2012
|
M. Kraus & Co
Shelburne,
Vermont
|
$277K
|
+$10.7K
|
+52
|
+4%
|
|
|
2013
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$272K
|
-$8.01K
|
-39
|
-3%
|
|
|
2014
|
Allied Investment Advisors
Billings,
Montana
|
$272K
|
–
|
–
|
–
|
|
|
2015
|
Berman Capital Advisors
Atlanta,
Georgia
|
$271K
|
-$51.9K
|
-253
|
-17%
|
|
|
2016
|
Baystate Wealth Management
Boston,
Massachusetts
|
$271K
|
-$41.9K
|
-204
|
-14%
|
|
|
2017
|
Beam Wealth Advisors
Covington,
Louisiana
|
$270K
|
-$411
|
-2
|
-0.2%
|
|
|
2018
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$270K
|
–
|
–
|
–
|
|
|
2019
|
Austin Private Wealth
Austin,
Texas
|
$268K
|
-$26.3K
|
-128
|
-10%
|
|
|
2020
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$266K
|
–
|
–
|
–
|
|
|
2021
|
Tortoise Investment Management
White Plains,
New York
|
$265K
|
–
|
–
|
–
|
|
|
2022
|
Salomon & Ludwin
Richmond,
Virginia
|
$265K
|
+$10.3K
|
+50
|
+4%
|
|
|
2023
|
Advisory Alpha
Holland,
Michigan
|
$265K
|
+$240K
|
+1,169
|
New
|
|
|
2024
|
JSF Financial
Los Angeles,
California
|
$265K
|
+$248K
|
+1,206
|
New
|
|
|
2025
|
WealthStone
Columbus,
Ohio
|
$264K
|
-$274K
|
-1,336
|
-53%
|
|
