|
2001
|
Cypress Advisory Group
Scottsdale,
Arizona
|
$3.12M
|
–
|
–
|
–
|
|
|
2002
|
Boomfish Wealth Group
Alpharetta,
Georgia
|
$3.12M
|
-$105K
|
-310
|
-3%
|
|
|
2003
|
Nvest Financial
Portsmouth,
New Hampshire
|
$3.11M
|
+$73.1K
|
+216
|
+2%
|
|
|
2004
|
Callahan Advisors
Houston,
Texas
|
$3.11M
|
–
|
–
|
–
|
|
|
2005
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$3.11M
|
-$79.5K
|
-235
|
-3%
|
|
|
2006
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$3.11M
|
-$177K
|
-524
|
-6%
|
|
|
2007
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$3.1M
|
-$246K
|
-727
|
-8%
|
|
|
2008
|
Compass Wealth Management
Guilford,
Connecticut
|
$3.1M
|
-$33.8K
|
-100
|
-1%
|
|
|
2009
|
Katamaran Capital
London,
United Kingdom
|
$3.09M
|
+$2.99M
|
+8,831
|
New
|
|
|
2010
|
Canopy Partners
Cincinnati,
Ohio
|
$3.09M
|
-$142K
|
-419
|
-5%
|
|
|
2011
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$3.09M
|
+$33.8K
|
+100
|
+1%
|
|
|
2012
|
GTS Securities
Miami,
Florida
|
$3.06M
|
-$1.1M
|
-3,238
|
-27%
|
|
|
2013
|
PFW Advisors
Atlanta,
Georgia
|
$3.06M
|
+$13.5K
|
+40
|
+0.5%
|
|
|
2014
|
Drive Wealth Management
Lehi,
Utah
|
$3.05M
|
+$1.22M
|
+3,619
|
+71%
|
|
|
2015
|
Koshinski Asset Management
Decatur,
Illinois
|
$3.04M
|
+$77.5K
|
+229
|
+3%
|
|
|
2016
|
Summit X LLC
Chesterfield,
Missouri
|
$3.04M
|
+$181K
|
+534
|
+7%
|
|
|
2017
|
Romano Brothers & Co
Evanston,
Illinois
|
$3.04M
|
+$23K
|
+68
|
+0.8%
|
|
|
2018
|
Systematic Alpha Investments
Princeton,
New Jersey
|
$3.04M
|
–
|
–
|
–
|
|
|
2019
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$3.03M
|
–
|
–
|
–
|
|
|
2020
|
Byrne Asset Management
Kingston,
New Jersey
|
$3.03M
|
-$57.9K
|
-171
|
-2%
|
|
|
2021
|
Figure 8 Investment Strategies
Boise,
Idaho
|
$3.02M
|
+$28.1K
|
+83
|
+1%
|
|
|
2022
|
State of Wyoming
Cheyenne,
Wyoming
|
$3.01M
|
+$24.7K
|
+73
|
+0.9%
|
|
|
2023
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$3.01M
|
-$20.6K
|
-61
|
-0.7%
|
|
|
2024
|
Verus Capital Partners
Scottsdale,
Arizona
|
$2.99M
|
-$39.9K
|
-118
|
-1%
|
|
|
2025
|
OneAscent Financial Services
Birmingham,
Alabama
|
$2.98M
|
+$186K
|
+549
|
+7%
|
|
