|
2001
|
Ascent Group
Virginia Beach,
Virginia
|
$537K
|
-$16.5K
|
-133
|
-3%
|
|
|
2002
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$537K
|
+$28.9K
|
+233
|
+5%
|
|
|
2003
|
Good Life Advisors
Reading,
Pennsylvania
|
$535K
|
+$5.7K
|
+46
|
+1%
|
|
|
2004
|
Clarus Group
Houston,
Texas
|
$534K
|
+$6.08K
|
+49
|
+1%
|
|
|
2005
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$533K
|
–
|
–
|
–
|
|
|
2006
|
Barber Financial Group
Lenexa,
Kansas
|
$532K
|
+$112K
|
+901
|
+25%
|
|
|
2007
|
&Partners
Nashville,
Tennessee
|
$532K
|
+$324K
|
+2,614
|
+139%
|
|
|
2008
|
NSI Retail Advisors
Warrendale,
Pennsylvania
|
$530K
|
–
|
–
|
–
|
|
|
2009
|
Steph & Co
Marinette,
Wisconsin
|
$529K
|
–
|
–
|
–
|
|
|
2010
|
Tradition Wealth Management
Edina,
Minnesota
|
$527K
|
-$61.6K
|
-497
|
-10%
|
|
|
2011
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$527K
|
–
|
–
|
–
|
|
|
2012
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$526K
|
-$50.8K
|
-410
|
-8%
|
|
|
2013
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$525K
|
+$1.36K
|
+11
|
+0.2%
|
|
|
2014
|
CWA Asset Management Group
Naples,
Florida
|
$523K
|
+$35.7K
|
+288
|
+7%
|
|
|
2015
|
Crew Capital Management
Cincinnati,
Ohio
|
$521K
|
-$11.9K
|
-96
|
-2%
|
|
|
2016
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$521K
|
+$3.1K
|
+25
|
+0.6%
|
|
|
2017
|
E Fund Management
Guangzhou,
China
|
$520K
|
-$53.7K
|
-433
|
-9%
|
|
|
2018
|
Wealth Architects
Mountain View,
California
|
$518K
|
-$18.7K
|
-151
|
-3%
|
|
|
2019
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$518K
|
-$18.2K
|
-147
|
-3%
|
|
|
2020
|
Shufro Rose & Co
New York
|
$516K
|
+$16.9K
|
+136
|
+3%
|
|
|
2021
|
Portland Global Advisors
Portland,
Maine
|
$515K
|
-$157K
|
-1,267
|
-23%
|
|
|
2022
|
Salvus Wealth Management
Red Bank,
New Jersey
|
$515K
|
+$81K
|
+653
|
+18%
|
|
|
2023
|
Ballast Inc
Lexington,
Kentucky
|
$512K
|
-$43.4K
|
-350
|
-7%
|
|
|
2024
|
M. Kulyk & Associates
Decatur,
Georgia
|
$512K
|
+$868
|
+7
|
+0.2%
|
|
|
2025
|
Evanson Asset Management
Carmel,
California
|
$511K
|
–
|
–
|
–
|
|
