|
2001
|
Summit Asset Management
Memphis,
Tennessee
|
$382K
|
–
|
–
|
–
|
|
|
2002
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$381K
|
–
|
–
|
–
|
|
|
2003
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$380K
|
–
|
–
|
–
|
|
|
2004
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$380K
|
-$21.1K
|
-204
|
-6%
|
|
|
2005
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$380K
|
+$310
|
+3
|
+0.1%
|
|
|
2006
|
Flynn Zito Capital Management
Garden City,
New York
|
$380K
|
+$827
|
+8
|
+0.3%
|
|
|
2007
|
Bank OZK
Little Rock,
Arkansas
|
$378K
|
-$37.2K
|
-360
|
-10%
|
|
|
2008
|
Madison Wealth Partners
Madison,
Wisconsin
|
$377K
|
+$2.07K
|
+20
|
+0.6%
|
|
|
2009
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$377K
|
–
|
–
|
–
|
|
|
2010
|
Paulson Wealth Management
Wheaton,
Illinois
|
$377K
|
+$77.8K
|
+752
|
+31%
|
|
|
2011
|
Sloy Dahl & Holst
Vancouver,
Washington
|
$376K
|
–
|
–
|
–
|
|
|
2012
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$376K
|
-$20.7K
|
-200
|
-6%
|
|
|
2013
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$375K
|
–
|
–
|
–
|
|
|
2014
|
Community Bank
Dewitt,
New York
|
$375K
|
-$5.17K
|
-50
|
-2%
|
|
|
2015
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$375K
|
+$10K
|
+97
|
+3%
|
|
|
2016
|
Montis Financial
Waltham,
Massachusetts
|
$374K
|
-$931
|
-9
|
-0.3%
|
|
|
2017
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$373K
|
+$318K
|
+3,075
|
+5,491%
|
|
|
2018
|
Bridgeworth
Birmingham,
Alabama
|
$373K
|
-$4.65K
|
-45
|
-1%
|
|
|
2019
|
INVST
Indianapolis,
Indiana
|
$373K
|
+$620
|
+6
|
+0.2%
|
|
|
2020
|
CGC Financial Services
Lake Oswego,
Oregon
|
$373K
|
+$324K
|
+3,131
|
New
|
|
|
2021
|
Flossbach Von Storch
Cologne,
Germany
|
$372K
|
–
|
–
|
–
|
|
|
2022
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$371K
|
–
|
–
|
–
|
|
|
2023
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
$370K
|
–
|
–
|
–
|
|
|
2024
|
Smith Anglin Financial
Dallas,
Texas
|
$370K
|
+$21.8K
|
+211
|
+7%
|
|
|
2025
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$368K
|
+$136K
|
+1,320
|
+74%
|
|
