|
2001
|
TI-Trust
Quincy,
Illinois
|
$291K
|
-$150K
|
-8,125
|
-33%
|
|
|
2002
|
Univest Financial
Souderton,
Pennsylvania
|
$290K
|
-$125K
|
-6,775
|
-29%
|
|
|
2003
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$290K
|
-$32.2K
|
-1,743
|
-10%
|
|
|
2004
|
Boltwood Capital Management
Walnut Creek,
California
|
$290K
|
-$2K
|
-108
|
-0.7%
|
|
|
2005
|
FSA Wealth Management
Needham,
Massachusetts
|
$290K
|
–
|
–
|
–
|
|
|
2006
|
B&D White Capital Company
Lakeway,
Texas
|
$290K
|
+$301K
|
+16,285
|
New
|
|
|
2007
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$289K
|
-$142K
|
-7,678
|
-32%
|
|
|
2008
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$289K
|
-$41.5K
|
-2,244
|
-12%
|
|
|
2009
|
KFA Private Wealth Group
Tysons,
Virginia
|
$289K
|
-$16.9K
|
-916
|
-5%
|
|
|
2010
|
Icon Wealth Partners
Houston,
Texas
|
$289K
|
+$15.5K
|
+839
|
+5%
|
|
|
2011
|
L2 Asset Management
Wayland,
Massachusetts
|
$289K
|
+$48.2K
|
+2,607
|
+19%
|
|
|
2012
|
John W. Brooker & Co
Oakland,
California
|
$288K
|
–
|
–
|
–
|
|
|
2013
|
Mraz Amerine & Associates
Modesto,
California
|
$288K
|
–
|
–
|
–
|
|
|
2014
|
Loudon Investment Management
West Lebanon,
New Hampshire
|
$287K
|
-$47.8K
|
-2,582
|
-14%
|
|
|
2015
|
Willner & Heller
Encino,
California
|
$287K
|
+$7.79K
|
+421
|
+3%
|
|
|
2016
|
F3Logic
Burnsville,
Minnesota
|
$286K
|
+$1.81K
|
+98
|
+0.6%
|
|
|
2017
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$285K
|
-$248K
|
-13,404
|
-46%
|
|
|
2018
|
Clean Yield Group
Norwich,
Vermont
|
$285K
|
-$26K
|
-1,404
|
-8%
|
|
|
2019
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$285K
|
-$24.5K
|
-1,324
|
-8%
|
|
|
2020
|
Highland Private Wealth Management
Bellevue,
Washington
|
$285K
|
+$295K
|
+15,965
|
New
|
|
|
2021
|
Beck Bode LLC
Dedham,
Massachusetts
|
$285K
|
+$296K
|
+15,995
|
New
|
|
|
2022
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$283K
|
+$130
|
+7
|
+0%
|
|
|
2023
|
Augustine Asset Management
Jacksonville,
Florida
|
$283K
|
+$1.39K
|
+75
|
+0.5%
|
|
|
2024
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$283K
|
+$10.3K
|
+557
|
+4%
|
|
|
2025
|
Glassman Wealth Services
Vienna,
Virginia
|
$283K
|
+$74.2K
|
+4,013
|
+34%
|
|
