|
2001
|
Tranquility Partners
Brentwood,
Tennessee
|
$16.2M
|
-$46.1K
|
-114
|
-0.3%
|
|
|
2002
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$16.2M
|
+$1.03M
|
+2,535
|
+7%
|
|
|
2003
|
Alaska Permanent Fund
Juneau,
Alaska
|
$16.2M
|
+$840K
|
+2,076
|
+6%
|
|
|
2004
|
Argonautica Private Wealth Management
Wellesley,
Massachusetts
|
$16.1M
|
+$1.86M
|
+4,589
|
+14%
|
|
|
2005
|
Koshinski Asset Management
Decatur,
Illinois
|
$16.1M
|
+$4.18M
|
+10,322
|
+37%
|
|
|
2006
|
Great Lakes Retirement
Sandusky,
Ohio
|
$16.1M
|
+$413K
|
+1,019
|
+3%
|
|
|
2007
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$16M
|
-$163K
|
-403
|
-1%
|
|
|
2008
|
Marshall & Sullivan
Seattle,
Washington
|
$16M
|
-$145K
|
-359
|
-0.9%
|
|
|
2009
|
MONECO Advisors
Fairfield,
Connecticut
|
$15.9M
|
+$964K
|
+2,382
|
+7%
|
|
|
2010
|
American Trust
Lexington,
Kentucky
|
$15.9M
|
-$516K
|
-1,275
|
-3%
|
|
|
2011
|
Brown Miller Wealth Management
Mclean,
Virginia
|
$15.9M
|
+$204K
|
+503
|
+1%
|
|
|
2012
|
Davidson Trust Company
Seattle,
Washington
|
$15.9M
|
+$1.08M
|
+2,672
|
+8%
|
|
|
2013
|
|
$15.9M
|
-$274K
|
-678
|
-2%
|
|
|
2014
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$15.9M
|
-$1.62M
|
-4,007
|
-10%
|
|
|
2015
|
FAS Wealth Partners
Leawood,
Kansas
|
$15.8M
|
-$76.9K
|
-190
|
-0.5%
|
|
|
2016
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$15.8M
|
-$102K
|
-253
|
-0.7%
|
|
|
2017
|
WBH Advisory
Baltimore,
Maryland
|
$15.8M
|
-$239K
|
-591
|
-2%
|
|
|
2018
|
Concord Wealth Partners
Abingdon,
Virginia
|
$15.8M
|
+$2.47M
|
+6,106
|
+19%
|
|
|
2019
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$15.8M
|
-$296K
|
-731
|
-2%
|
|
|
2020
|
|
$15.8M
|
-$213K
|
-525
|
-1%
|
|
|
2021
|
Soundmark Wealth Management
Kirkland,
Washington
|
$15.8M
|
+$1.06M
|
+2,621
|
+8%
|
|
|
2022
|
TLW Wealth Management
Indian Rocks Beach,
Florida
|
$15.7M
|
-$83K
|
-205
|
-0.5%
|
|
|
2023
|
NVWM LLC
Yardley,
Pennsylvania
|
$15.7M
|
-$296K
|
-731
|
-2%
|
|
|
2024
|
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
$15.7M
|
+$6.52M
|
+16,097
|
+76%
|
|
|
2025
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$15.7M
|
+$790K
|
+1,952
|
+6%
|
|
