|
2001
|
TCFG Investment Advisors
Laguna Niguel,
California
|
$278K
|
+$4.64K
|
+187
|
+1%
|
|
|
2002
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$278K
|
+$84K
|
+3,383
|
+34%
|
|
|
2003
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$278K
|
-$38.6K
|
-1,554
|
-10%
|
|
|
2004
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$278K
|
+$4.37K
|
+176
|
+1%
|
|
|
2005
|
Sagewood Asset Management
New York
|
$277K
|
-$88.4K
|
-3,561
|
-21%
|
|
|
2006
|
Matthew Hamilton Rosenberg
|
$276K
|
+$127K
|
+5,121
|
+62%
|
|
|
2007
|
ClearBridge Investments
New York
|
$276K
|
+$4.96K
|
+200
|
+2%
|
|
|
2008
|
GenWealth Group
Maplewood,
New Jersey
|
$276K
|
-$1.64K
|
-66
|
-0.5%
|
|
|
2009
|
O'Rourke & Company
Boston,
Massachusetts
|
$276K
|
+$9.61K
|
+387
|
+3%
|
|
|
2010
|
Kelly Financial Group
Wethersfield,
Connecticut
|
$276K
|
-$5.51K
|
-222
|
-2%
|
|
|
2011
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$275K
|
+$86K
|
+3,465
|
+35%
|
|
|
2012
|
Koenig Investment Advisory
Ashland,
Oregon
|
$275K
|
-$3.42K
|
-138
|
-1%
|
|
|
2013
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$275K
|
+$15.2K
|
+612
|
+5%
|
|
|
2014
|
Windsor Capital Management
Phoenix,
Arizona
|
$275K
|
–
|
–
|
–
|
|
|
2015
|
Second Half Financial Partners
Sebring,
Florida
|
$275K
|
+$49.6K
|
+2,000
|
+18%
|
|
|
2016
|
one8zero8 LLC
Greensboro,
North Carolina
|
$275K
|
+$695
|
+28
|
+0.2%
|
|
|
2017
|
GDS Wealth Management
Flower Mound,
Texas
|
$274K
|
+$20.5K
|
+827
|
+7%
|
|
|
2018
|
Monarch Capital Management
Fort Wayne,
Indiana
|
$274K
|
–
|
–
|
–
|
|
|
2019
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$274K
|
+$7.99K
|
+322
|
+2%
|
|
|
2020
|
Legacy Trust
Grand Rapids,
Michigan
|
$274K
|
-$140K
|
-5,636
|
-30%
|
|
|
2021
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$273K
|
+$47.8K
|
+1,927
|
+17%
|
|
|
2022
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$273K
|
+$65.6K
|
+2,644
|
+25%
|
|
|
2023
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$273K
|
+$22K
|
+886
|
+7%
|
|
|
2024
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$272K
|
-$65.8K
|
-2,650
|
-17%
|
|
|
2025
|
Triumph Capital Management
Denver,
Colorado
|
$272K
|
-$17.9K
|
-722
|
-5%
|
|
