|
2001
|
Argent Trust Co
Nashville,
Tennessee
|
$467K
|
-$15.9K
|
-98
|
-4%
|
|
|
2002
|
New Harbor Financial Group
Worcester,
Massachusetts
|
$467K
|
+$415K
|
+2,559
|
New
|
|
|
2003
|
Red Door Wealth Management
Memphis,
Tennessee
|
$467K
|
+$415K
|
+2,559
|
New
|
|
|
2004
|
Richard P. Slaughter Associates
Austin,
Texas
|
$466K
|
+$414K
|
+2,553
|
New
|
|
|
2005
|
Stonekeep Investments
Sante Fe,
New Mexico
|
$465K
|
-$5.02K
|
-31
|
-1%
|
|
|
2006
|
Madrid Financial Services
Manhattan Beach,
California
|
$465K
|
+$43.8K
|
+270
|
+12%
|
|
|
2007
|
Tyche Wealth Partners
Plano,
Texas
|
$465K
|
-$220K
|
-1,360
|
-35%
|
|
|
2008
|
Cercano Management
Bellevue,
Washington
|
$464K
|
–
|
–
|
–
|
|
|
2009
|
Investmark Advisory Group
Shelton,
Connecticut
|
$463K
|
–
|
–
|
–
|
|
|
2010
|
Brown Miller Wealth Management
Mclean,
Virginia
|
$462K
|
-$292K
|
-1,804
|
-42%
|
|
|
2011
|
Jessup Wealth Management
Dayton,
Ohio
|
$462K
|
–
|
–
|
–
|
|
|
2012
|
Bridgefront Capital
Austin,
Texas
|
$461K
|
-$6K
|
-37
|
-1%
|
|
|
2013
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$461K
|
-$442K
|
-2,728
|
-52%
|
|
|
2014
|
Wealthstream Advisors
New York
|
$460K
|
+$28.7K
|
+177
|
+8%
|
|
|
2015
|
RAM Investment Partners
Bellevue,
Washington
|
$460K
|
+$20.1K
|
+124
|
+5%
|
|
|
2016
|
New Insight Wealth Advisors
San Ramon,
California
|
$460K
|
-$40.5K
|
-250
|
-9%
|
|
|
2017
|
Vivaldi Capital Management
Chicago,
Illinois
|
$459K
|
+$33.4K
|
+206
|
+9%
|
|
|
2018
|
|
$458K
|
-$8.1K
|
-50
|
-2%
|
|
|
2019
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$457K
|
-$48K
|
-296
|
-11%
|
|
|
2020
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
$456K
|
–
|
–
|
–
|
|
|
2021
|
Spring Capital Management
Amarillo,
Texas
|
$456K
|
–
|
–
|
–
|
|
|
2022
|
Sassicaia Capital Advisers
Jericho,
New York
|
$456K
|
+$405K
|
+2,500
|
New
|
|
|
2023
|
Harmony Asset Management
Scottsdale,
Arizona
|
$456K
|
-$13.9K
|
-86
|
-3%
|
|
|
2024
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$456K
|
-$14.6K
|
-90
|
-3%
|
|
|
2025
|
|
$455K
|
-$162
|
-1
|
-0%
|
|
