|
2001
|
Park National Corp
Newark,
Ohio
|
$262K
|
-$9.73K
|
-100
|
-4%
|
|
|
2002
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$262K
|
–
|
–
|
–
|
|
|
2003
|
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
|
$261K
|
–
|
–
|
–
|
|
|
2004
|
Chilton Investment Company
Stamford,
Connecticut
|
$261K
|
–
|
–
|
–
|
|
|
2005
|
Klingman & Associates
New York
|
$261K
|
+$3.5K
|
+36
|
+1%
|
|
|
2006
|
Sonen Capital
San Francisco,
California
|
$261K
|
+$7.11K
|
+73
|
+3%
|
|
|
2007
|
Insight Advisors
Newtown,
Pennsylvania
|
$261K
|
-$19.5K
|
-200
|
-7%
|
|
|
2008
|
Waterloo Capital
Austin,
Texas
|
$261K
|
+$264K
|
+2,717
|
New
|
|
|
2009
|
Mirador Capital Partners
Pleasanton,
California
|
$261K
|
+$3.99K
|
+41
|
+2%
|
|
|
2010
|
Foster Group
West Des Moines,
Iowa
|
$260K
|
–
|
–
|
–
|
|
|
2011
|
Westover Capital Advisors
Wilmington,
Delaware
|
$259K
|
+$487
|
+5
|
+0.2%
|
|
|
2012
|
CFO4Life Group
Coppell,
Texas
|
$259K
|
+$35.5K
|
+365
|
+16%
|
|
|
2013
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$258K
|
–
|
–
|
–
|
|
|
2014
|
Bruce G. Allen Investments
Denver,
Colorado
|
$258K
|
+$261K
|
+2,684
|
New
|
|
|
2015
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$257K
|
-$11.5K
|
-118
|
-4%
|
|
|
2016
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$256K
|
-$5.55K
|
-57
|
-2%
|
|
|
2017
|
Synergy Asset Management
Vancouver,
Washington
|
$256K
|
-$23.9K
|
-246
|
-8%
|
|
|
2018
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$256K
|
+$259K
|
+2,664
|
New
|
|
|
2019
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$255K
|
-$1.95K
|
-20
|
-0.7%
|
|
|
2020
|
Liberty Capital Management
Birmingham,
Michigan
|
$255K
|
–
|
–
|
–
|
|
|
2021
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$255K
|
+$258K
|
+2,654
|
New
|
|
|
2022
|
Smith Anglin Financial
Dallas,
Texas
|
$254K
|
-$4.38K
|
-45
|
-2%
|
|
|
2023
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$253K
|
–
|
–
|
–
|
|
|
2024
|
Wealth Architects
Mountain View,
California
|
$253K
|
+$8.47K
|
+87
|
+3%
|
|
|
2025
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$252K
|
-$18.8K
|
-193
|
-7%
|
|
