|
2001
|
Evelyn Partners Asset Management
London,
|
$1.17M
|
-$236K
|
-840
|
-18%
|
|
|
2002
|
Kaye Capital Management
El Segundo,
California
|
$1.17M
|
–
|
–
|
–
|
|
|
2003
|
Aire Advisors
Beverly Hills,
California
|
$1.17M
|
+$101K
|
+358
|
+10%
|
|
|
2004
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$1.17M
|
–
|
–
|
–
|
|
|
2005
|
Syon Capital
San Francisco,
California
|
$1.17M
|
+$1.08M
|
+3,834
|
New
|
|
|
2006
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$1.16M
|
–
|
–
|
–
|
|
|
2007
|
Defined Wealth Management
Beaverton,
Oregon
|
$1.16M
|
-$107K
|
-380
|
-9%
|
|
|
2008
|
Silver Oak Wealth Advisors Services
Los Angeles,
California
|
$1.16M
|
-$62.7K
|
-223
|
-6%
|
|
|
2009
|
F&V Capital Management
Boca Raton,
Florida
|
$1.16M
|
+$5.63K
|
+20
|
+0.5%
|
|
|
2010
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$1.16M
|
–
|
–
|
–
|
|
|
2011
|
Maia Wealth
Denver,
Colorado
|
$1.16M
|
+$233K
|
+830
|
+28%
|
|
|
2012
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$1.15M
|
-$47K
|
-167
|
-4%
|
|
|
2013
|
Farrell Financial
Orchard Park,
New York
|
$1.15M
|
–
|
–
|
–
|
|
|
2014
|
Brickley Wealth Management
San Mateo,
California
|
$1.15M
|
+$36K
|
+128
|
+4%
|
|
|
2015
|
Vident Advisory
Alpharetta,
Georgia
|
$1.15M
|
+$4.22K
|
+15
|
+0.4%
|
|
|
2016
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$1.14M
|
+$16.6K
|
+59
|
+2%
|
|
|
2017
|
Gutierrez Wealth Advisory
Little Rock,
Arkansas
|
$1.14M
|
-$844
|
-3
|
-0.1%
|
|
|
2018
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$1.14M
|
-$6.7M
|
-23,808
|
-86%
|
|
|
2019
|
Sage Investment Counsel
Franklin,
Tennessee
|
$1.14M
|
+$85.5K
|
+304
|
+9%
|
|
|
2020
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$1.14M
|
+$223K
|
+792
|
+27%
|
|
|
2021
|
Advantage Trust Company
Salina,
Kansas
|
$1.14M
|
+$169K
|
+600
|
+19%
|
|
|
2022
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$1.14M
|
–
|
–
|
–
|
|
|
2023
|
Nilsine Partners
Greenwood Village,
Colorado
|
$1.14M
|
+$523K
|
+1,859
|
+99%
|
|
|
2024
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$1.13M
|
–
|
–
|
–
|
|
|
2025
|
Cypress Wealth Services
Palm Desert,
California
|
$1.13M
|
+$502K
|
+1,786
|
+93%
|
|
