|
2001
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$508K
|
+$4.11K
|
+22
|
+0.8%
|
|
|
2002
|
Twin City Private Wealth
Winston-Salem,
North Carolina
|
$507K
|
-$485K
|
-2,591
|
-49%
|
|
|
2003
|
First Bancorp
Damariscotta,
Maine
|
$507K
|
+$89.4K
|
+478
|
+21%
|
|
|
2004
|
Clear Creek Financial Management
Silverdale,
Washington
|
$507K
|
-$44.3K
|
-237
|
-8%
|
|
|
2005
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$506K
|
-$275K
|
-1,471
|
-35%
|
|
|
2006
|
Virtue Capital Management
Brentwood,
Tennessee
|
$505K
|
-$116K
|
-620
|
-18%
|
|
|
2007
|
Insight Advisors
Newtown,
Pennsylvania
|
$503K
|
-$100K
|
-537
|
-16%
|
|
|
2008
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$503K
|
+$32.9K
|
+176
|
+7%
|
|
|
2009
|
Stratos Investment Management
Beachwood,
Ohio
|
$503K
|
+$161K
|
+863
|
+46%
|
|
|
2010
|
Fayez Sarofim & Co
Houston,
Texas
|
$502K
|
–
|
–
|
–
|
|
|
2011
|
Raleigh Capital Management
Cary,
North Carolina
|
$502K
|
-$31.2K
|
-167
|
-6%
|
|
|
2012
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$502K
|
–
|
–
|
–
|
|
|
2013
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$501K
|
+$30.5K
|
+163
|
+6%
|
|
|
2014
|
Register Financial Advisors
Atlanta,
Georgia
|
$501K
|
-$2.43K
|
-13
|
-0.5%
|
|
|
2015
|
Meadow Creek Wealth Advisors
Atlanta,
Georgia
|
$500K
|
+$63K
|
+337
|
+14%
|
|
|
2016
|
Paulson Wealth Management
Wheaton,
Illinois
|
$499K
|
+$43.6K
|
+233
|
+9%
|
|
|
2017
|
German American Bancorp
Jasper,
Indiana
|
$499K
|
+$38K
|
+203
|
+8%
|
|
|
2018
|
|
$499K
|
+$56.1K
|
+300
|
+13%
|
|
|
2019
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$498K
|
-$61.5K
|
-329
|
-11%
|
|
|
2020
|
Ames National Corp
Ames,
Iowa
|
$498K
|
-$134K
|
-719
|
-21%
|
|
|
2021
|
Strategic Blueprint
Atlanta,
Georgia
|
$497K
|
-$68.3K
|
-365
|
-12%
|
|
|
2022
|
Delta Investment Management
San Francisco,
California
|
$496K
|
+$1.87K
|
+10
|
+0.4%
|
|
|
2023
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$495K
|
-$44.1K
|
-236
|
-8%
|
|
|
2024
|
Bank of Marin
Novato,
California
|
$494K
|
+$51.4K
|
+275
|
+11%
|
|
|
2025
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$494K
|
-$93.7K
|
-501
|
-16%
|
|
