|
2001
|
WHI Trust
Chicago,
Illinois
|
$220K
|
+$217K
|
+1,270
|
New
|
|
|
2002
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$220K
|
-$1.2K
|
-7
|
-0.5%
|
|
|
2003
|
DV Equities
Chicago,
Illinois
|
$220K
|
+$217K
|
+1,269
|
New
|
|
|
2004
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$220K
|
-$173K
|
-1,009
|
-44%
|
|
|
2005
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$220K
|
–
|
–
|
–
|
|
|
2006
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$220K
|
-$51.2K
|
-299
|
-19%
|
|
|
2007
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$219K
|
-$17.1K
|
-100
|
-7%
|
|
|
2008
|
Patton Fund Management
Dallas,
Texas
|
$219K
|
-$15.1K
|
-88
|
-7%
|
|
|
2009
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$219K
|
+$1.03K
|
+6
|
+0.5%
|
|
|
2010
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$219K
|
-$49.3K
|
-288
|
-19%
|
|
|
2011
|
Simon Quick Advisors
Morristown,
New Jersey
|
$219K
|
+$216K
|
+1,260
|
New
|
|
|
2012
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$218K
|
+$2.23K
|
+13
|
+1%
|
|
|
2013
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$217K
|
+$1.37K
|
+8
|
+0.6%
|
|
|
2014
|
Rovin Capital
Mesa,
Arizona
|
$217K
|
-$25K
|
-146
|
-10%
|
|
|
2015
|
Vision Financial Markets
Stamford,
Connecticut
|
$217K
|
-$12.8K
|
-75
|
-6%
|
|
|
2016
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$217K
|
+$214K
|
+1,250
|
New
|
|
|
2017
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$217K
|
-$19.7K
|
-115
|
-8%
|
|
|
2018
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$216K
|
+$214K
|
+1,247
|
New
|
|
|
2019
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$216K
|
–
|
–
|
–
|
|
|
2020
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$216K
|
-$3.25K
|
-19
|
-2%
|
|
|
2021
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$215K
|
–
|
–
|
–
|
|
|
2022
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$215K
|
–
|
–
|
–
|
|
|
2023
|
Tillman Hartley LLC
Denver,
Colorado
|
$215K
|
–
|
–
|
–
|
|
|
2024
|
Facet Wealth Inc
Baltimore,
Maryland
|
$215K
|
+$170K
|
+994
|
New
|
|
|
2025
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$215K
|
+$18K
|
+105
|
+9%
|
|
