|
2001
|
D'Orazio & Associates
Falls Church,
Virginia
|
$401K
|
-$26.1K
|
-1,149
|
-6%
|
|
|
2002
|
Hobart Private Capital
Charlotte,
North Carolina
|
$400K
|
+$65.3K
|
+2,869
|
+18%
|
|
|
2003
|
GenWealth Group
Maplewood,
New Jersey
|
$400K
|
-$26K
|
-1,145
|
-6%
|
|
|
2004
|
AllSquare Wealth Management
Albany,
New York
|
$399K
|
-$129K
|
-5,672
|
-24%
|
|
|
2005
|
|
$399K
|
+$105K
|
+4,596
|
+33%
|
|
|
2006
|
Gyon Technologies Capital Management
Denville,
New Jersey
|
$399K
|
+$418K
|
+18,369
|
New
|
|
|
2007
|
First American Trust
Santa Ana,
California
|
$398K
|
-$127K
|
-5,570
|
-23%
|
|
|
2008
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$397K
|
+$23.3K
|
+1,024
|
+6%
|
|
|
2009
|
Central Bank & Trust
Lexington,
Kentucky
|
$396K
|
-$10.1K
|
-445
|
-2%
|
|
|
2010
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$396K
|
-$4.44K
|
-195
|
-1%
|
|
|
2011
|
Powell Investment Advisors
Miami,
Florida
|
$396K
|
–
|
–
|
–
|
|
|
2012
|
Concord Wealth Partners
Abingdon,
Virginia
|
$395K
|
-$5.57K
|
-245
|
-1%
|
|
|
2013
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$393K
|
+$6.03K
|
+265
|
+2%
|
|
|
2014
|
Bank of Stockton
Stockton,
California
|
$392K
|
-$37.1K
|
-1,632
|
-8%
|
|
|
2015
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$392K
|
+$2.25K
|
+99
|
+0.6%
|
|
|
2016
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$392K
|
+$4.41K
|
+194
|
+1%
|
|
|
2017
|
First Business Financial Services
Madison,
Wisconsin
|
$392K
|
+$143K
|
+6,269
|
+53%
|
|
|
2018
|
&Partners
Nashville,
Tennessee
|
$390K
|
-$75.9K
|
-3,335
|
-16%
|
|
|
2019
|
Quantitative Value Technologies
Overland Park,
Kansas
|
$390K
|
+$39.3K
|
+1,728
|
+11%
|
|
|
2020
|
Sonata Capital Group
Seattle,
Washington
|
$389K
|
-$9.05K
|
-398
|
-2%
|
|
|
2021
|
Townsend & Associates
Westminster,
Colorado
|
$389K
|
+$3.39K
|
+149
|
+0.8%
|
|
|
2022
|
Atom Investors
Austin,
Texas
|
$389K
|
+$407K
|
+17,878
|
New
|
|
|
2023
|
Whitney & Co
Rochester,
New York
|
$388K
|
-$72.4K
|
-3,183
|
-15%
|
|
|
2024
|
Hendershot Investments
Centreville,
Virginia
|
$387K
|
-$14K
|
-616
|
-3%
|
|
|
2025
|
Clarity Financial
Houston,
Texas
|
$386K
|
-$9.85K
|
-433
|
-2%
|
|
