|
2001
|
VisionPoint Advisory Group
Dallas,
Texas
|
$260K
|
+$8.73K
|
+120
|
+3%
|
|
|
2002
|
Team Hewins
Redwood City,
California
|
$260K
|
–
|
–
|
–
|
|
|
2003
|
Ballast Financial Advisors
West Chester,
Pennsylvania
|
$260K
|
+$261K
|
+3,588
|
New
|
|
|
2004
|
OakTrust Wealth Advisors
Wilton,
Connecticut
|
$259K
|
+$260K
|
+3,576
|
New
|
|
|
2005
|
Horizon Investment Services
Hammond,
Indiana
|
$259K
|
-$4.95K
|
-68
|
-2%
|
|
|
2006
|
Ellsworth Advisors
Hudson,
Ohio
|
$259K
|
+$1.16K
|
+16
|
+0.5%
|
|
|
2007
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$259K
|
–
|
–
|
–
|
|
|
2008
|
URS Advisory
Jupiter,
Florida
|
$258K
|
+$259K
|
+3,560
|
New
|
|
|
2009
|
Corundum Group
Colorado Springs,
Colorado
|
$258K
|
–
|
–
|
–
|
|
|
2010
|
First Long Island Investors
Jericho,
New York
|
$258K
|
–
|
–
|
–
|
|
|
2011
|
Denver Wealth Management
Denver,
Colorado
|
$258K
|
-$38.4K
|
-528
|
-13%
|
|
|
2012
|
First Pacific Financial
Vancouver,
Washington
|
$258K
|
+$1.75K
|
+24
|
+0.7%
|
|
|
2013
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$258K
|
-$20.4K
|
-280
|
-7%
|
|
|
2014
|
Novus Advisors
Greenville,
South Carolina
|
$257K
|
-$582
|
-8
|
-0.2%
|
|
|
2015
|
E.S. Barr & Co
Lexington,
Kentucky
|
$257K
|
+$39.3K
|
+540
|
+18%
|
|
|
2016
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$257K
|
+$21.2K
|
+292
|
+9%
|
|
|
2017
|
First Financial Bankshares
Abilene,
Texas
|
$256K
|
+$32.3K
|
+444
|
+14%
|
|
|
2018
|
Tyche Wealth Partners
Plano,
Texas
|
$256K
|
-$1.16K
|
-16
|
-0.5%
|
|
|
2019
|
Prairie Wealth Advisors
Omaha,
Nebraska
|
$256K
|
-$255K
|
-3,508
|
Closed
|
|
|
2020
|
Fiduciary Group
Savannah,
Georgia
|
$255K
|
-$75.1K
|
-1,032
|
-23%
|
|
|
2021
|
Osborne Partners Capital Management
San Francisco,
California
|
$254K
|
-$32.9K
|
-452
|
-11%
|
|
|
2022
|
Compass Financial Services
West Des Moines,
Iowa
|
$254K
|
+$1.75K
|
+24
|
+0.7%
|
|
|
2023
|
Midwest Capital Advisors
Grand Rapids,
Michigan
|
$254K
|
+$873
|
+12
|
+0.3%
|
|
|
2024
|
Prasad Wealth Partners
Independence,
Ohio
|
$252K
|
+$873
|
+12
|
+0.3%
|
|
|
2025
|
Basso Capital Management
Stamford,
Connecticut
|
$252K
|
–
|
–
|
–
|
|
