|
2001
|
Fortitude Family Office
Scottsdale,
Arizona
|
$349K
|
+$328K
|
+4,628
|
+1,512%
|
|
|
2002
|
Chelsea Counsel Company
Los Angeles,
California
|
$348K
|
–
|
–
|
–
|
|
|
2003
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$348K
|
–
|
–
|
–
|
|
|
2004
|
Cetera Trust Company
St. Paul,
Minnesota
|
$347K
|
–
|
–
|
–
|
|
|
2005
|
Howland Capital Management
Boston,
Massachusetts
|
$347K
|
-$30.7K
|
-432
|
-8%
|
|
|
2006
|
Morningstar Investment Management
Chicago,
Illinois
|
$346K
|
–
|
–
|
–
|
|
|
2007
|
Summitry LLC
Foster City,
California
|
$346K
|
-$11.4K
|
-160
|
-3%
|
|
|
2008
|
Patrick M. Sweeney & Associates
Libertyville,
Illinois
|
$342K
|
+$34.8K
|
+490
|
+11%
|
|
|
2009
|
Neumann Capital Management
Foster City,
California
|
$342K
|
+$121K
|
+1,700
|
+54%
|
|
|
2010
|
Wambolt & Associates
Littleton,
Colorado
|
$342K
|
-$13.6K
|
-192
|
-4%
|
|
|
2011
|
Apexium Financial
Dallas,
Texas
|
$342K
|
+$2.98K
|
+42
|
+0.9%
|
|
|
2012
|
Financial Engines Advisors
Santa Clara,
California
|
$341K
|
-$45.1K
|
-635
|
-12%
|
|
|
2013
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$340K
|
+$7.09K
|
+100
|
+2%
|
|
|
2014
|
Allen Capital Group
Grand Island,
Nebraska
|
$340K
|
+$341K
|
+4,802
|
New
|
|
|
2015
|
Swisher Financial Concepts
Westerville,
Ohio
|
$340K
|
-$10.6K
|
-150
|
-3%
|
|
|
2016
|
De Burlo Group
Boston,
Massachusetts
|
$340K
|
–
|
–
|
–
|
|
|
2017
|
Clay Northam Wealth Management
Huntington Beach,
California
|
$339K
|
-$13.8K
|
-194
|
-4%
|
|
|
2018
|
Navalign LLC
Encino,
California
|
$339K
|
-$19.9K
|
-280
|
-6%
|
|
|
2019
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$339K
|
+$142
|
+2
|
+0%
|
|
|
2020
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$338K
|
+$4.4K
|
+62
|
+1%
|
|
|
2021
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$338K
|
+$19.9K
|
+280
|
+6%
|
|
|
2022
|
Counterweight Ventures
Wilmington,
North Carolina
|
$337K
|
–
|
–
|
–
|
|
|
2023
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$337K
|
-$1.14K
|
-16
|
-0.3%
|
|
|
2024
|
Sivia Capital Partners
Mill Valley,
California
|
$336K
|
+$84.4K
|
+1,189
|
+33%
|
|
|
2025
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$336K
|
-$9.86K
|
-139
|
-3%
|
|
