|
2001
|
Tiemann Investment Advisors
Menlo Park,
California
|
$473K
|
-$21.1K
|
-725
|
-5%
|
|
|
2002
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$472K
|
+$1.75K
|
+60
|
+0.4%
|
|
|
2003
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$472K
|
+$29.6K
|
+1,015
|
+8%
|
|
|
2004
|
BigSur Wealth Management
Miami,
Florida
|
$471K
|
-$65.5K
|
-2,250
|
-14%
|
|
|
2005
|
Stanley-Laman Group
Berwyn,
Pennsylvania
|
$471K
|
–
|
–
|
–
|
|
|
2006
|
Hudock Inc
Williamsport,
Pennsylvania
|
$471K
|
-$1.51K
|
-52
|
-0.4%
|
|
|
2007
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$470K
|
-$291K
|
-9,996
|
-42%
|
|
|
2008
|
Great Diamond Partners
Portland,
Maine
|
$470K
|
-$6.81K
|
-234
|
-2%
|
|
|
2009
|
Hanover Advisors
Seneca,
South Carolina
|
$469K
|
+$405K
|
+13,924
|
New
|
|
|
2010
|
Lantz Financial
Naperville,
Illinois
|
$469K
|
+$6.2K
|
+213
|
+2%
|
|
|
2011
|
SFMG Wealth Advisors
Plano,
Texas
|
$468K
|
+$903
|
+31
|
+0.2%
|
|
|
2012
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$467K
|
-$9.9K
|
-340
|
-2%
|
|
|
2013
|
Stonebrook Private
Northville,
Michigan
|
$467K
|
+$404K
|
+13,867
|
New
|
|
|
2014
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$466K
|
-$1.27M
|
-43,533
|
-76%
|
|
|
2015
|
Fortem Financial Group
Palm Desert,
California
|
$466K
|
-$20.7K
|
-712
|
-5%
|
|
|
2016
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$465K
|
-$4.37K
|
-150
|
-1%
|
|
|
2017
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$464K
|
+$402K
|
+13,791
|
New
|
|
|
2018
|
Round Hill Asset Management
Pasadena,
California
|
$464K
|
-$13.1K
|
-450
|
-3%
|
|
|
2019
|
Defined Wealth Management
Beaverton,
Oregon
|
$463K
|
-$7.95K
|
-273
|
-2%
|
|
|
2020
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$463K
|
–
|
–
|
–
|
|
|
2021
|
Colonial Trust
Spartanburg,
South Carolina
|
$462K
|
-$46.7K
|
-1,605
|
-10%
|
|
|
2022
|
Corundum Group
Colorado Springs,
Colorado
|
$460K
|
-$384K
|
-13,195
|
-49%
|
|
|
2023
|
Austin Private Wealth
Austin,
Texas
|
$459K
|
+$4.63K
|
+159
|
+1%
|
|
|
2024
|
Tudor Investment Corp
Stamford,
Connecticut
|
$457K
|
-$14.6M
|
-501,393
|
-97%
|
|
|
2025
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$455K
|
-$27.2K
|
-934
|
-6%
|
|
