|
2001
|
Albion Financial Group
Salt Lake City,
Utah
|
$30.9K
|
-$19.9K
|
-115
|
-39%
|
|
|
2002
|
Ruedi Wealth Management
Champaign,
Illinois
|
$30.7K
|
–
|
–
|
–
|
|
|
2003
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$30.3K
|
-$2.42K
|
-14
|
-7%
|
|
|
2004
|
Friedenthal Financial
Marlton,
New Jersey
|
$30.2K
|
–
|
–
|
–
|
|
|
2005
|
FWL Investment Management
Dallas,
Texas
|
$30.2K
|
–
|
–
|
–
|
|
|
2006
|
Anfield Capital Management
Irvine,
California
|
$30K
|
-$519
|
-3
|
-2%
|
|
|
2007
|
Zynergy Retirement Planning
Red Bank,
New Jersey
|
$29.7K
|
–
|
–
|
–
|
|
|
2008
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$29K
|
–
|
–
|
–
|
|
|
2009
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$29K
|
-$71.3K
|
-412
|
-71%
|
|
|
2010
|
Clark Wealth Partners
O'fallon,
Illinois
|
$28.9K
|
-$6.4K
|
-37
|
-18%
|
|
|
2011
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$28.9K
|
-$865
|
-5
|
-3%
|
|
|
2012
|
Country Trust Bank
Bloomington,
Illinois
|
$27.1K
|
–
|
–
|
–
|
|
|
2013
|
Bell Investment Advisors
Oakland,
California
|
$26.8K
|
-$6.23K
|
-36
|
-19%
|
|
|
2014
|
Fiduciary Advisors Inc
St. Louis,
Missouri
|
$26.6K
|
–
|
–
|
–
|
|
|
2015
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$26.4K
|
–
|
–
|
–
|
|
|
2016
|
American National Bank & Trust
Wichita Falls,
Texas
|
$26.4K
|
+$22.2K
|
+128
|
+474%
|
|
|
2017
|
Davis Capital Management
Jacksonville,
Florida
|
$25.6K
|
+$8.65K
|
+50
|
+50%
|
|
|
2018
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$25.6K
|
+$26K
|
+150
|
New
|
|
|
2019
|
Aventura Private Wealth
Aventura,
Florida
|
$25.1K
|
+$2.08K
|
+12
|
+9%
|
|
|
2020
|
Frazier Financial Advisors
Columbus,
Ohio
|
$24.7K
|
–
|
–
|
–
|
|
|
2021
|
Bruce G. Allen Investments
Denver,
Colorado
|
$24.6K
|
–
|
–
|
–
|
|
|
2022
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$24.2K
|
–
|
–
|
–
|
|
|
2023
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$23.2K
|
-$2.94K
|
-17
|
-11%
|
|
|
2024
|
True Wealth Design
Akron,
Ohio
|
$23K
|
+$5.54K
|
+32
|
+31%
|
|
|
2025
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$22.5K
|
-$34.1K
|
-197
|
-60%
|
|
