|
2001
|
MONECO Advisors
Fairfield,
Connecticut
|
$1.75M
|
+$469K
|
+795
|
+38%
|
|
|
2002
|
Tableaux
Stockbridge,
Massachusetts
|
$1.75M
|
+$770K
|
+1,307
|
+84%
|
|
|
2003
|
Willis Johnson & Associates
Houston,
Texas
|
$1.75M
|
-$11.2K
|
-19
|
-0.7%
|
|
|
2004
|
Insight Inv LLC
El Segundo,
California
|
$1.75M
|
+$844K
|
+1,432
|
+101%
|
|
|
2005
|
HMS Capital Management
Nashville,
Tennessee
|
$1.75M
|
–
|
–
|
–
|
|
|
2006
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$1.75M
|
+$5.89K
|
+10
|
+0.4%
|
|
|
2007
|
Morton Capital Management
Calabasas,
California
|
$1.75M
|
-$918K
|
-1,557
|
-35%
|
|
|
2008
|
Toth Financial Advisory
Leesburg,
Virginia
|
$1.74M
|
+$528K
|
+896
|
+46%
|
|
|
2009
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$1.74M
|
-$1.47M
|
-2,493
|
-47%
|
|
|
2010
|
Cascade Financial Partners
San Diego,
California
|
$1.73M
|
+$46.6K
|
+79
|
+3%
|
|
|
2011
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$1.73M
|
+$45.4K
|
+77
|
+3%
|
|
|
2012
|
Bourgeon Capital Management
Darien,
Connecticut
|
$1.72M
|
+$44.2K
|
+75
|
+3%
|
|
|
2013
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$1.72M
|
+$393K
|
+667
|
+31%
|
|
|
2014
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$1.72M
|
+$749K
|
+1,270
|
+83%
|
|
|
2015
|
Arkfeld Wealth Strategies
Omaha,
Nebraska
|
$1.72M
|
+$3.54K
|
+6
|
+0.2%
|
|
|
2016
|
MV Capital Management
Bethesda,
Maryland
|
$1.71M
|
+$239K
|
+406
|
+17%
|
|
|
2017
|
Kooman & Associates
Altoona,
Pennsylvania
|
$1.71M
|
–
|
–
|
–
|
|
|
2018
|
Pacific Asset Management
Gig Harbor,
Washington
|
$1.71M
|
+$226K
|
+383
|
+16%
|
|
|
2019
|
Concord Wealth Partners
Abingdon,
Virginia
|
$1.71M
|
-$35.4K
|
-60
|
-2%
|
|
|
2020
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$1.7M
|
-$697K
|
-1,183
|
-30%
|
|
|
2021
|
Inman Jager Wealth Management
Hattiesburg,
Mississippi
|
$1.7M
|
+$4.13K
|
+7
|
+0.3%
|
|
|
2022
|
Levin Capital Strategies
New York
|
$1.7M
|
-$13.6K
|
-23
|
-0.8%
|
|
|
2023
|
Corundum Group
Colorado Springs,
Colorado
|
$1.7M
|
+$19.5K
|
+33
|
+1%
|
|
|
2024
|
AWM Capital
Phoenix,
Arizona
|
$1.7M
|
-$11.2K
|
-19
|
-0.7%
|
|
|
2025
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$1.69M
|
+$27.1K
|
+46
|
+2%
|
|
