|
2001
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$80K
|
-$48.6K
|
-213
|
-39%
|
|
|
2002
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$79K
|
–
|
–
|
–
|
|
|
2003
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$77K
|
–
|
–
|
–
|
|
|
2004
|
Avion Wealth
The Woodlands,
Texas
|
$76K
|
–
|
–
|
–
|
|
|
2005
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$76K
|
–
|
–
|
–
|
|
|
2006
|
HBC Financial Services
Seattle,
Washington
|
$72K
|
–
|
–
|
–
|
|
|
2007
|
Knuff & Co
Foster City,
California
|
$71K
|
–
|
–
|
–
|
|
|
2008
|
Lenox Wealth Advisors
New York
|
$67K
|
-$3.88K
|
-17
|
-6%
|
|
|
2009
|
EARNEST Partners
Atlanta,
Georgia
|
$66K
|
–
|
–
|
–
|
|
|
2010
|
West Bancorporation
West Des Moines,
Iowa
|
$65K
|
–
|
–
|
–
|
|
|
2011
|
Clearstead Trust
Portland,
Maine
|
$64K
|
–
|
–
|
–
|
|
|
2012
|
Jackson Square Capital
San Francisco,
California
|
$62K
|
-$7.07K
|
-31
|
-11%
|
|
|
2013
|
Disciplined Investments
Tulsa,
Oklahoma
|
$62K
|
–
|
–
|
–
|
|
|
2014
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$61K
|
+$228
|
+1
|
+0.4%
|
|
|
2015
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$60K
|
+$58K
|
+254
|
New
|
|
|
2016
|
Investors Research Corp
Atlanta,
Georgia
|
$59K
|
–
|
–
|
–
|
|
|
2017
|
1776 Wealth
Atlanta,
Georgia
|
$59K
|
+$57.5K
|
+252
|
New
|
|
|
2018
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$58K
|
–
|
–
|
–
|
|
|
2019
|
Column Capital Advisors
Indianapolis,
Indiana
|
$58K
|
+$11.9K
|
+52
|
+27%
|
|
|
2020
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$56K
|
-$4.33K
|
-19
|
-7%
|
|
|
2021
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$55K
|
–
|
–
|
–
|
|
|
2022
|
Crewe Advisors
Salt Lake City,
Utah
|
$52K
|
–
|
–
|
–
|
|
|
2023
|
Campbell Wealth Management
Alexandria,
Virginia
|
$51K
|
+$49.5K
|
+217
|
New
|
|
|
2024
|
Edge Wealth Management
New York
|
$47K
|
–
|
–
|
–
|
|
|
2025
|
Moser Wealth Advisors
Bellevue,
Washington
|
$47K
|
–
|
–
|
–
|
|
