|
2001
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$4.14M
|
-$235K
|
-345
|
-5%
|
|
|
2002
|
Essex LLC
Deer Park,
Illinois
|
$4.13M
|
+$238K
|
+350
|
+6%
|
|
|
2003
|
Stephenson & Company
San Clemente,
California
|
$4.13M
|
-$2.72K
|
-4
|
-0.1%
|
|
|
2004
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$4.13M
|
+$32.6K
|
+48
|
+0.8%
|
|
|
2005
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$4.13M
|
-$63.9K
|
-94
|
-1%
|
|
|
2006
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$4.13M
|
-$296K
|
-436
|
-6%
|
|
|
2007
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$4.13M
|
+$14.3K
|
+21
|
+0.3%
|
|
|
2008
|
Boston Trust Walden
Boston,
Massachusetts
|
$4.12M
|
+$6.8K
|
+10
|
+0.2%
|
|
|
2009
|
Strategic Planning Inc
Columbus,
Ohio
|
$4.11M
|
+$37.4K
|
+55
|
+0.9%
|
|
|
2010
|
BCM Advisors
Lafayette,
Louisiana
|
$4.11M
|
-$231K
|
-340
|
-6%
|
|
|
2011
|
First Interstate Bank
Billings,
Montana
|
$4.11M
|
-$44.9K
|
-66
|
-1%
|
|
|
2012
|
DDD Partners
Bellevue,
Washington
|
$4.11M
|
+$54.4K
|
+80
|
+1%
|
|
|
2013
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$4.1M
|
-$136K
|
-200
|
-3%
|
|
|
2014
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$4.08M
|
+$10.2K
|
+15
|
+0.2%
|
|
|
2015
|
Golden State Equity Partners
South Coast Metro,
California
|
$4.08M
|
+$3.41M
|
+5,022
|
+401%
|
|
|
2016
|
Element Wealth
Ridgeland,
Mississippi
|
$4.08M
|
-$18.4K
|
-27
|
-0.4%
|
|
|
2017
|
Tillman Hartley LLC
Denver,
Colorado
|
$4.07M
|
–
|
–
|
–
|
|
|
2018
|
Permanens Capital
New York
|
$4.06M
|
+$1.04M
|
+1,526
|
+32%
|
|
|
2019
|
Councilmark Asset Management
Knoxville,
Tennessee
|
$4.06M
|
–
|
–
|
–
|
|
|
2020
|
Horizon Wealth Management
La Grange,
Illinois
|
$4.06M
|
+$22.4K
|
+33
|
+0.5%
|
|
|
2021
|
Elevation Wealth Partners
Santa Rosa,
California
|
$4.05M
|
-$13.6K
|
-20
|
-0.3%
|
|
|
2022
|
Colonial Trust
Spartanburg,
South Carolina
|
$4.05M
|
-$14.3K
|
-21
|
-0.3%
|
|
|
2023
|
F&V Capital Management
Boca Raton,
Florida
|
$4.04M
|
+$102K
|
+150
|
+2%
|
|
|
2024
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$4.04M
|
-$198K
|
-291
|
-4%
|
|
|
2025
|
GR Financial Group
Tucson,
Arizona
|
$4.04M
|
+$1.64M
|
+2,412
|
+63%
|
|
