|
2001
|
Pinnacle Wealth Management Group
Plymouth,
Michigan
|
$429K
|
–
|
–
|
–
|
|
|
2002
|
Greylin Investment Management
Orange,
Virginia
|
$429K
|
-$21K
|
-200
|
-4%
|
|
|
2003
|
Greatmark Investment Partners
Columbus,
Georgia
|
$428K
|
-$42K
|
-400
|
-8%
|
|
|
2004
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$428K
|
-$5.78K
|
-55
|
-1%
|
|
|
2005
|
Kelleher Financial Advisors
New York
|
$427K
|
–
|
–
|
–
|
|
|
2006
|
LSV Asset Management
Chicago,
Illinois
|
$426K
|
–
|
–
|
–
|
|
|
2007
|
Veracity Capital
Atlanta,
Georgia
|
$426K
|
-$18.2K
|
-173
|
-4%
|
|
|
2008
|
|
$425K
|
-$9.03K
|
-86
|
-2%
|
|
|
2009
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$423K
|
+$840
|
+8
|
+0.2%
|
|
|
2010
|
Renasant Bank
Tupelo,
Mississippi
|
$423K
|
+$24.7K
|
+235
|
+6%
|
|
|
2011
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$422K
|
-$1.16K
|
-11
|
-0.3%
|
|
|
2012
|
Arax Advisory Partners
Denver,
Colorado
|
$421K
|
+$133K
|
+1,271
|
+41%
|
|
|
2013
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$421K
|
-$1.05K
|
-10
|
-0.2%
|
|
|
2014
|
Lion Street Advisors
Austin,
Texas
|
$420K
|
+$40K
|
+381
|
+10%
|
|
|
2015
|
FLC Capital Advisors
Palm Desert,
California
|
$420K
|
–
|
–
|
–
|
|
|
2016
|
Trail Ridge Investment Advisors
Fort Collins,
Colorado
|
$419K
|
-$80.2K
|
-764
|
-15%
|
|
|
2017
|
Clarus Group
Houston,
Texas
|
$419K
|
-$39.5K
|
-376
|
-8%
|
|
|
2018
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$419K
|
-$105
|
-1
|
-0%
|
|
|
2019
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$418K
|
+$8.61K
|
+82
|
+2%
|
|
|
2020
|
|
$417K
|
–
|
–
|
–
|
|
|
2021
|
Vance Wealth
Santa Clarita,
California
|
$417K
|
-$17.5K
|
-167
|
-4%
|
|
|
2022
|
Grey Street Capital
Chicago,
Illinois
|
$417K
|
–
|
–
|
–
|
|
|
2023
|
Financial Advisors
Andover,
Massachusetts
|
$416K
|
-$21K
|
-200
|
-4%
|
|
|
2024
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$416K
|
-$7.04K
|
-67
|
-2%
|
|
|
2025
|
Capasso Planning Partners
Charleston,
South Carolina
|
$414K
|
-$9.56K
|
-91
|
-2%
|
|
