|
2001
|
Sterling Wealth Management
Champaign,
Illinois
|
$213K
|
+$204K
|
+2,206
|
New
|
|
|
2002
|
Islay Capital Management
Lubbock,
Texas
|
$213K
|
–
|
–
|
–
|
|
|
2003
|
Strategic Financial Partners
Bend,
Oregon
|
$213K
|
+$204K
|
+2,202
|
New
|
|
|
2004
|
ACT Advisors
Asheville,
North Carolina
|
$212K
|
+$204K
|
+2,202
|
New
|
|
|
2005
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$212K
|
-$21.8K
|
-236
|
-10%
|
|
|
2006
|
Taylor Hoffman Capital Management
Richmond,
Virginia
|
$212K
|
-$15.4K
|
-166
|
-7%
|
|
|
2007
|
Camelot Portfolios
Maumee,
Ohio
|
$212K
|
–
|
–
|
–
|
|
|
2008
|
Covenant Asset Management
Chester,
New Jersey
|
$212K
|
+$204K
|
+2,200
|
New
|
|
|
2009
|
Storen Legacy Partners
Zionsville,
Indiana
|
$212K
|
+$204K
|
+2,200
|
New
|
|
|
2010
|
Summit Financial Strategies
Columbus,
Ohio
|
$212K
|
+$204K
|
+2,200
|
New
|
|
|
2011
|
Glassy Mountain Advisors
Bethesda,
Maryland
|
$212K
|
+$203K
|
+2,199
|
New
|
|
|
2012
|
Copia Wealth Management
Bend,
Oregon
|
$212K
|
-$9.25K
|
-100
|
-4%
|
|
|
2013
|
Searcy Financial Services
Overland Park,
Kansas
|
$211K
|
-$20.7K
|
-224
|
-9%
|
|
|
2014
|
Grant Private Wealth Management
Pleasanton,
California
|
$211K
|
+$202K
|
+2,187
|
New
|
|
|
2015
|
Disciplined Investments
Tulsa,
Oklahoma
|
$211K
|
+$202K
|
+2,186
|
New
|
|
|
2016
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$211K
|
+$202K
|
+2,186
|
New
|
|
|
2017
|
Mascagni Wealth Management
Clinton,
Mississippi
|
$211K
|
+$202K
|
+2,186
|
New
|
|
|
2018
|
VSM Wealth Advisory
Hunt Valley,
Maryland
|
$211K
|
+$278
|
+3
|
+0.1%
|
|
|
2019
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$210K
|
+$201K
|
+2,172
|
New
|
|
|
2020
|
Opinicus Capital
Tampa,
Florida
|
$209K
|
-$24.6K
|
-266
|
-11%
|
|
|
2021
|
Gradient Capital Advisors
San Diego,
California
|
$209K
|
+$200K
|
+2,164
|
New
|
|
|
2022
|
Abacus Planning Group
Columbia,
South Carolina
|
$208K
|
-$35.5K
|
-384
|
-15%
|
|
|
2023
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$208K
|
–
|
–
|
–
|
|
|
2024
|
REAP Financial Group
Austin,
Texas
|
$208K
|
+$26.7K
|
+289
|
+15%
|
|
|
2025
|
Peoples Bank (Kansas)
Pratt,
Kansas
|
$208K
|
+$199K
|
+2,150
|
New
|
|
