|
2001
|
Grandfield & Dodd
New York
|
$206K
|
+$1.38K
|
+81
|
+0.7%
|
|
|
2002
|
Rogco LP
Claremore,
Oklahoma
|
$206K
|
+$16.9K
|
+988
|
+9%
|
|
|
2003
|
Verum Partners
Charlotte,
North Carolina
|
$206K
|
-$5.74K
|
-336
|
-3%
|
|
|
2004
|
Private Client Services
Louisville,
Kentucky
|
$206K
|
+$200K
|
+11,703
|
New
|
|
|
2005
|
Windsor Capital Management
Phoenix,
Arizona
|
$205K
|
+$4.87K
|
+285
|
+3%
|
|
|
2006
|
HeadInvest LLC
Portland,
Maine
|
$205K
|
-$7.77K
|
-455
|
-4%
|
|
|
2007
|
Portland Investment Counsel
Burlington,
Ontario, Canada
|
$205K
|
-$473K
|
-27,700
|
-2%
|
|
|
2008
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$205K
|
+$199K
|
+11,633
|
New
|
|
|
2009
|
Second Half Financial Partners
Sebring,
Florida
|
$204K
|
-$102
|
-6
|
-0.1%
|
|
|
2010
|
Barrett & Company
Providence,
Rhode Island
|
$204K
|
-$18.7K
|
-1,097
|
-9%
|
|
|
2011
|
Indie Asset Partners
Carmel,
Indiana
|
$204K
|
-$33.4K
|
-1,956
|
-14%
|
|
|
2012
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$204K
|
+$7.57K
|
+443
|
+4%
|
|
|
2013
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$203K
|
-$3.13K
|
-183
|
-2%
|
|
|
2014
|
Wedge Capital Management
Charlotte,
North Carolina
|
$203K
|
+$3.77K
|
+221
|
+2%
|
|
|
2015
|
Prairie Sky Financial Group
Lake Bluff,
Illinois
|
$203K
|
-$4.66K
|
-273
|
-2%
|
|
|
2016
|
TFB Advisors
Overland Park,
Kansas
|
$202K
|
+$204K
|
+11,957
|
New
|
|
|
2017
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$202K
|
+$196K
|
+11,491
|
New
|
|
|
2018
|
Cohen Capital Management
Corte Madera,
California
|
$202K
|
–
|
–
|
–
|
|
|
2019
|
Novak & Powell Financial Services
St. Petersburg,
Florida
|
$201K
|
+$1.28K
|
+75
|
+0.7%
|
|
|
2020
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$201K
|
+$235K
|
+13,785
|
New
|
|
|
2021
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$201K
|
-$156K
|
-9,111
|
-44%
|
|
|
2022
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$201K
|
-$3.23K
|
-189
|
-2%
|
|
|
2023
|
Flaharty Asset Management
Clearwater,
Florida
|
$200K
|
-$33.8K
|
-1,978
|
-15%
|
|
|
2024
|
Trilogy Capital
Irvine,
California
|
$200K
|
-$137
|
-8
|
-0.1%
|
|
|
2025
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$200K
|
+$194K
|
+11,378
|
New
|
|
