|
2001
|
Yarger Wealth Strategies
Westerville,
Ohio
|
$223K
|
+$484
|
+5
|
+0.2%
|
|
|
2002
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$223K
|
+$2.03K
|
+21
|
+0.9%
|
|
|
2003
|
Investment Advisory Group
Hanover,
Massachusetts
|
$223K
|
+$4.35K
|
+45
|
+2%
|
|
|
2004
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$222K
|
–
|
–
|
–
|
|
|
2005
|
Sigma Investment Counselors
Northville,
Michigan
|
$222K
|
-$8.13K
|
-84
|
-3%
|
|
|
2006
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$221K
|
-$53.1K
|
-549
|
-19%
|
|
|
2007
|
GWN Securities
Palm Beach Gardens,
Florida
|
$219K
|
+$215K
|
+2,227
|
New
|
|
|
2008
|
M Wealth Management LLC
San Diego,
California
|
$219K
|
+$232K
|
+2,402
|
New
|
|
|
2009
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$219K
|
-$13.4K
|
-138
|
-5%
|
|
|
2010
|
Northside Capital Management
Hood River,
Oregon
|
$219K
|
+$193
|
+2
|
+0.1%
|
|
|
2011
|
AllSquare Wealth Management
Albany,
New York
|
$219K
|
-$19.3K
|
-200
|
-8%
|
|
|
2012
|
Campbell Wealth Management
Alexandria,
Virginia
|
$219K
|
–
|
–
|
–
|
|
|
2013
|
Encompass More Asset Management
Danville,
California
|
$219K
|
-$9.58K
|
-99
|
-4%
|
|
|
2014
|
Sunpointe
St. Louis,
Missouri
|
$219K
|
+$232K
|
+2,395
|
New
|
|
|
2015
|
AGF Management
Toronto,
Ontario, Canada
|
$219K
|
-$24.4K
|
-252
|
-10%
|
|
|
2016
|
Archvest Wealth Advisors
Concord,
California
|
$217K
|
+$290
|
+3
|
+0.1%
|
|
|
2017
|
PGIM Custom Harvest
Newark,
New Jersey
|
$217K
|
-$183K
|
-1,890
|
-44%
|
|
|
2018
|
Simplicity Wealth
Summit,
New Jersey
|
$217K
|
+$13.6K
|
+141
|
+6%
|
|
|
2019
|
Versant Capital Management
Phoenix,
Arizona
|
$216K
|
+$37.9K
|
+392
|
+20%
|
|
|
2020
|
Journey Advisory Group
Covington,
Kentucky
|
$216K
|
–
|
–
|
–
|
|
|
2021
|
CLG LLC
Long Beach,
California
|
$216K
|
+$229K
|
+2,368
|
New
|
|
|
2022
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$216K
|
+$12.1K
|
+125
|
+6%
|
|
|
2023
|
Gitterman Wealth Management
Edison,
New Jersey
|
$216K
|
+$484
|
+5
|
+0.2%
|
|
|
2024
|
Westover Capital Advisors
Wilmington,
Delaware
|
$216K
|
-$3.58K
|
-37
|
-2%
|
|
|
2025
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$215K
|
-$4.93K
|
-51
|
-2%
|
|
