|
2001
|
Epic Trust Investment Advisors
Richland,
Washington
|
$755K
|
-$102K
|
-213
|
-12%
|
|
|
2002
|
Lane & Associates
Moorestown,
New Jersey
|
$755K
|
+$18.3K
|
+38
|
+3%
|
|
|
2003
|
VOYA Investment Management
Atlanta,
Georgia
|
$755K
|
–
|
–
|
–
|
|
|
2004
|
Rinkey Investments
San Diego,
California
|
$755K
|
+$253K
|
+526
|
+54%
|
|
|
2005
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$754K
|
+$3.85K
|
+8
|
+0.5%
|
|
|
2006
|
MONECO Advisors
Fairfield,
Connecticut
|
$752K
|
-$300K
|
-624
|
-29%
|
|
|
2007
|
Revisor Wealth Management
Akron,
Ohio
|
$751K
|
-$190K
|
-394
|
-21%
|
|
|
2008
|
American Asset Management
Boca Raton,
Florida
|
$750K
|
+$722K
|
+1,500
|
New
|
|
|
2009
|
Congress Asset Management
Boston,
Massachusetts
|
$750K
|
–
|
–
|
–
|
|
|
2010
|
Arbor Wealth Advisors
Troy,
Michigan
|
$748K
|
–
|
–
|
–
|
|
|
2011
|
Hall Capital Management
Barrington,
Rhode Island
|
$748K
|
–
|
–
|
–
|
|
|
2012
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$748K
|
-$50.5K
|
-105
|
-7%
|
|
|
2013
|
Great Lakes Advisors
Chicago,
Illinois
|
$745K
|
+$437K
|
+908
|
+156%
|
|
|
2014
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$743K
|
–
|
–
|
–
|
|
|
2015
|
Triton Wealth Management
Sun City,
Arizona
|
$742K
|
-$1.44K
|
-3
|
-0.2%
|
|
|
2016
|
Allen Capital Group
Grand Island,
Nebraska
|
$742K
|
+$112K
|
+232
|
+19%
|
|
|
2017
|
Chiron Capital Management
Tallahassee,
Florida
|
$742K
|
+$96.2K
|
+200
|
+16%
|
|
|
2018
|
Financial Management Network
Mission Viejo,
California
|
$740K
|
-$15.4K
|
-32
|
-2%
|
|
|
2019
|
Pacific Center for Financial Services
San Ramon,
California
|
$738K
|
+$3.37K
|
+7
|
+0.5%
|
|
|
2020
|
Catalyst Private Wealth
San Mateo,
California
|
$737K
|
+$82.8K
|
+172
|
+13%
|
|
|
2021
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$737K
|
+$14.4K
|
+30
|
+2%
|
|
|
2022
|
Pavion Blue Capital
Newport Beach,
California
|
$736K
|
+$962
|
+2
|
+0.1%
|
|
|
2023
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$734K
|
–
|
–
|
–
|
|
|
2024
|
Ironwood Financial
Tucson,
Arizona
|
$734K
|
+$11.1K
|
+23
|
+2%
|
|
|
2025
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$732K
|
+$19.7K
|
+41
|
+3%
|
|
