|
2001
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$1.61M
|
+$101K
|
+193
|
+7%
|
|
|
2002
|
BXM Wealth
Englewood,
Colorado
|
$1.61M
|
+$174K
|
+331
|
+13%
|
|
|
2003
|
Peterson Wealth Advisors
Orem,
Utah
|
$1.61M
|
+$43.6K
|
+83
|
+3%
|
|
|
2004
|
Tillman Hartley LLC
Denver,
Colorado
|
$1.6M
|
+$776K
|
+1,476
|
+110%
|
|
|
2005
|
Thomist Capital Management
Houston,
Texas
|
$1.59M
|
+$1.48M
|
+2,812
|
New
|
|
|
2006
|
Levin Capital Strategies
New York
|
$1.59M
|
-$8.41K
|
-16
|
-0.6%
|
|
|
2007
|
1ST Source Bank
South Bend,
Indiana
|
$1.59M
|
+$4.2K
|
+8
|
+0.3%
|
|
|
2008
|
AWM Capital
Phoenix,
Arizona
|
$1.59M
|
-$284K
|
-541
|
-16%
|
|
|
2009
|
Cambria Investment Management
Manhattan Beach,
California
|
$1.59M
|
+$1.47M
|
+2,798
|
New
|
|
|
2010
|
Arkfeld Wealth Strategies
Omaha,
Nebraska
|
$1.59M
|
-$15.8K
|
-30
|
-1%
|
|
|
2011
|
Kooman & Associates
Altoona,
Pennsylvania
|
$1.59M
|
+$526
|
+1
|
+0%
|
|
|
2012
|
Sittner & Nelson
Eugene,
Oregon
|
$1.58M
|
+$287K
|
+546
|
+24%
|
|
|
2013
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$1.58M
|
-$37.3K
|
-71
|
-2%
|
|
|
2014
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$1.58M
|
+$250K
|
+476
|
+21%
|
|
|
2015
|
Procyon Advisors
Shelton,
Connecticut
|
$1.58M
|
-$1.1M
|
-2,102
|
-43%
|
|
|
2016
|
Inman Jager Wealth Management
Hattiesburg,
Mississippi
|
$1.58M
|
-$2.1K
|
-4
|
-0.1%
|
|
|
2017
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$1.57M
|
+$19.4K
|
+37
|
+1%
|
|
|
2018
|
Cascade Financial Partners
San Diego,
California
|
$1.56M
|
-$128K
|
-244
|
-8%
|
|
|
2019
|
Schiavi & Co
Wilmington,
Delaware
|
$1.56M
|
–
|
–
|
–
|
|
|
2020
|
Corundum Group
Colorado Springs,
Colorado
|
$1.56M
|
+$82.5K
|
+157
|
+6%
|
|
|
2021
|
Riverview Trust Company
Vancouver,
Washington
|
$1.56M
|
–
|
–
|
–
|
|
|
2022
|
Bourgeon Capital Management
Darien,
Connecticut
|
$1.56M
|
–
|
–
|
–
|
|
|
2023
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$1.56M
|
–
|
–
|
–
|
|
|
2024
|
BFI Infinity
Zurich,
Switzerland
|
$1.55M
|
+$541K
|
+1,029
|
+60%
|
|
|
2025
|
BetterWealth
San Jose,
California
|
$1.55M
|
–
|
–
|
–
|
|
