|
2001
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$374K
|
+$7.79K
|
+55
|
+2%
|
|
|
2002
|
Hemington Wealth Management
Falls Church,
Virginia
|
$374K
|
+$22.8K
|
+161
|
+7%
|
|
|
2003
|
Insight Advisors
Newtown,
Pennsylvania
|
$373K
|
+$5.67K
|
+40
|
+2%
|
|
|
2004
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$373K
|
+$89.1K
|
+629
|
+37%
|
|
|
2005
|
West Michigan Advisors
Holland,
Michigan
|
$373K
|
+$92.4K
|
+652
|
+39%
|
|
|
2006
|
Client 1st Advisory Group
Dunedin,
Florida
|
$373K
|
–
|
–
|
–
|
|
|
2007
|
Compass Capital Corp
Braintree,
Massachusetts
|
$373K
|
-$14.2K
|
-100
|
-4%
|
|
|
2008
|
Eagle Bay Advisors
New York
|
$373K
|
-$3.82K
|
-27
|
-1%
|
|
|
2009
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$372K
|
+$4.67K
|
+33
|
+1%
|
|
|
2010
|
Drum Hill Capital
Westport,
Connecticut
|
$372K
|
–
|
–
|
–
|
|
|
2011
|
Sherbrooke Park Advisers
White Plains,
New York
|
$372K
|
-$856K
|
-6,042
|
-72%
|
|
|
2012
|
McAlister Sweet & Associates
Houston,
Texas
|
$371K
|
+$331K
|
+2,335
|
New
|
|
|
2013
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$370K
|
+$283
|
+2
|
+0.1%
|
|
|
2014
|
Catalina Capital Group
Torrance,
California
|
$369K
|
-$519K
|
-3,666
|
-61%
|
|
|
2015
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$368K
|
+$22.8K
|
+161
|
+7%
|
|
|
2016
|
Oxbow Advisors
Austin,
Texas
|
$367K
|
+$327K
|
+2,311
|
New
|
|
|
2017
|
Reliant Investment Partners
Pinehurst,
North Carolina
|
$366K
|
+$283
|
+2
|
+0.1%
|
|
|
2018
|
Financial Strategies Group
Okemos,
Michigan
|
$366K
|
+$324K
|
+2,286
|
New
|
|
|
2019
|
Whipplewood Advisors
Littleton,
Colorado
|
$366K
|
-$2.69K
|
-19
|
-0.8%
|
|
|
2020
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$365K
|
+$102K
|
+722
|
+46%
|
|
|
2021
|
Strait & Sound Wealth Management
San Francisco,
California
|
$365K
|
-$22.7K
|
-160
|
-7%
|
|
|
2022
|
One Plus One Wealth Management
Jupiter,
Florida
|
$364K
|
–
|
–
|
–
|
|
|
2023
|
AdvisorShares Investments
Bethesda,
Maryland
|
$363K
|
-$15K
|
-106
|
-4%
|
|
|
2024
|
Security Financial Services
Fort Wayne,
Indiana
|
$362K
|
+$19.7K
|
+139
|
+6%
|
|
|
2025
|
Bellevue Asset Management
Bellevue,
Washington
|
$362K
|
+$142
|
+1
|
+0%
|
|
