|
2001
|
Formidable Asset Management
Cincinnati,
Ohio
|
$398K
|
+$27.4K
|
+591
|
+7%
|
|
|
2002
|
Trust Company
Manhattan,
Kansas
|
$397K
|
+$6.11K
|
+132
|
+2%
|
|
|
2003
|
TFG Advisers
Auburn Hills,
Michigan
|
$396K
|
+$34.7K
|
+750
|
+9%
|
|
|
2004
|
Newman & Schimel
Deerfield,
Illinois
|
$394K
|
+$36.8K
|
+795
|
+10%
|
|
|
2005
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$393K
|
+$31.3K
|
+675
|
+8%
|
|
|
2006
|
SOA Wealth Advisors
New York
|
$391K
|
+$37.8K
|
+816
|
+10%
|
|
|
2007
|
|
$390K
|
–
|
–
|
–
|
|
|
2008
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$390K
|
+$28.1K
|
+606
|
+8%
|
|
|
2009
|
Apella Capital
West Hartford,
Connecticut
|
$388K
|
-$111K
|
-2,400
|
-22%
|
|
|
2010
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$387K
|
–
|
–
|
–
|
|
|
2011
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$387K
|
+$396K
|
+8,550
|
New
|
|
|
2012
|
Keating Investment Counselors
Delray Beach,
Florida
|
$385K
|
-$38.2K
|
-825
|
-9%
|
|
|
2013
|
Smart Money Group
Eastland,
Texas
|
$385K
|
+$1.39K
|
+30
|
+0.4%
|
|
|
2014
|
Oxford Financial Group
Carmel,
Indiana
|
$385K
|
+$3.47K
|
+75
|
+0.9%
|
|
|
2015
|
CCG Wealth Management
San Diego,
California
|
$385K
|
+$10.4K
|
+225
|
+3%
|
|
|
2016
|
Chelsea Counsel Company
Los Angeles,
California
|
$384K
|
–
|
–
|
–
|
|
|
2017
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$383K
|
-$64.9K
|
-1,401
|
-14%
|
|
|
2018
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$382K
|
–
|
–
|
–
|
|
|
2019
|
Charter Research & Investment Group
Southport,
Connecticut
|
$381K
|
–
|
–
|
–
|
|
|
2020
|
Gryphon Financial Partners
Columbus,
Ohio
|
$381K
|
+$10.8K
|
+234
|
+3%
|
|
|
2021
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$380K
|
-$99.4K
|
-2,145
|
-20%
|
|
|
2022
|
Community Bank of Raymore
Raymore,
Missouri
|
$379K
|
–
|
–
|
–
|
|
|
2023
|
Klingman & Associates
New York
|
$379K
|
+$135K
|
+2,925
|
+54%
|
|
|
2024
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$378K
|
-$4.31K
|
-93
|
-1%
|
|
|
2025
|
Gyon Technologies Capital Management
Denville,
New Jersey
|
$377K
|
-$505K
|
-10,911
|
-57%
|
|
