|
2001
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$558K
|
+$1.07K
|
+3
|
+0.2%
|
|
|
2002
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$557K
|
+$46.2K
|
+129
|
+9%
|
|
|
2003
|
Mountain Pacific Investment Advisers
Boise,
Idaho
|
$557K
|
–
|
–
|
–
|
|
|
2004
|
Walker Asset Management
Verona,
Missouri
|
$557K
|
+$716
|
+2
|
+0.1%
|
|
|
2005
|
Princeton Capital Management
Red Bank,
New Jersey
|
$556K
|
+$5.01K
|
+14
|
+0.9%
|
|
|
2006
|
Professional Advisory Services
Vero Beach,
Florida
|
$555K
|
–
|
–
|
–
|
|
|
2007
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$555K
|
–
|
–
|
–
|
|
|
2008
|
Bramshill Investments
Naples,
Florida
|
$555K
|
–
|
–
|
–
|
|
|
2009
|
Holowesko Partners
Nassau,
Bahamas
|
$555K
|
–
|
–
|
–
|
|
|
2010
|
Wimmer Associates 1
Pasadena,
California
|
$555K
|
–
|
–
|
–
|
|
|
2011
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$554K
|
+$128K
|
+357
|
+31%
|
|
|
2012
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$553K
|
-$4.65K
|
-13
|
-0.9%
|
|
|
2013
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$552K
|
+$7.87K
|
+22
|
+1%
|
|
|
2014
|
Richard W. Paul & Associates
Novi,
Michigan
|
$551K
|
-$42.9K
|
-120
|
-7%
|
|
|
2015
|
Spahn Wealth & Retirement
Scottsdale,
Arizona
|
$550K
|
-$4.29K
|
-12
|
-0.8%
|
|
|
2016
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$550K
|
+$6.44K
|
+18
|
+1%
|
|
|
2017
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$550K
|
+$8.59K
|
+24
|
+2%
|
|
|
2018
|
Drive Wealth Management
Lehi,
Utah
|
$548K
|
+$19.3K
|
+54
|
+4%
|
|
|
2019
|
Aire Advisors
Beverly Hills,
California
|
$548K
|
–
|
–
|
–
|
|
|
2020
|
First Business Financial Services
Madison,
Wisconsin
|
$545K
|
+$1.43K
|
+4
|
+0.3%
|
|
|
2021
|
State of Wyoming
Cheyenne,
Wyoming
|
$544K
|
-$195K
|
-546
|
-27%
|
|
|
2022
|
Heritage Financial Services
Westwood,
Massachusetts
|
$543K
|
-$48K
|
-134
|
-8%
|
|
|
2023
|
Regal Investment Advisors
Kentwood,
Michigan
|
$543K
|
+$20.4K
|
+57
|
+4%
|
|
|
2024
|
Crew Capital Management
Cincinnati,
Ohio
|
$540K
|
–
|
–
|
–
|
|
|
2025
|
Acadian Asset Management
Boston,
Massachusetts
|
$540K
|
-$79.8K
|
-223
|
-13%
|
|
