|
2001
|
Clearstead Trust
Portland,
Maine
|
$153K
|
+$29.1K
|
+593
|
+22%
|
|
|
2002
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$153K
|
+$540
|
+11
|
+0.3%
|
|
|
2003
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$152K
|
-$39.5K
|
-805
|
-20%
|
|
|
2004
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$148K
|
–
|
–
|
–
|
|
|
2005
|
Bruce G. Allen Investments
Denver,
Colorado
|
$147K
|
-$12.8K
|
-261
|
-8%
|
|
|
2006
|
T. Rowe Price Investment Management
Baltimore,
Maryland
|
$145K
|
+$153K
|
+3,113
|
New
|
|
|
2007
|
BOK Financial Private Wealth
Denver,
Colorado
|
$143K
|
–
|
–
|
–
|
|
|
2008
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$142K
|
+$7.36K
|
+150
|
+5%
|
|
|
2009
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$136K
|
-$11.3K
|
-230
|
-7%
|
|
|
2010
|
Clean Yield Group
Norwich,
Vermont
|
$135K
|
-$1.28K
|
-26
|
-0.9%
|
|
|
2011
|
Sherman Asset Management
Ventura,
California
|
$132K
|
–
|
–
|
–
|
|
|
2012
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$129K
|
-$4.91K
|
-100
|
-3%
|
|
|
2013
|
Raleigh Capital Management
Cary,
North Carolina
|
$128K
|
-$1.46M
|
-29,698
|
-91%
|
|
|
2014
|
Pacific Center for Financial Services
San Ramon,
California
|
$128K
|
–
|
–
|
–
|
|
|
2015
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$126K
|
+$23.5K
|
+479
|
+21%
|
|
|
2016
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$126K
|
-$1.08K
|
-22
|
-0.8%
|
|
|
2017
|
TFC Financial Management
Boston,
Massachusetts
|
$124K
|
-$736
|
-15
|
-0.6%
|
|
|
2018
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$122K
|
+$2.7K
|
+55
|
+2%
|
|
|
2019
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$120K
|
-$184K
|
-3,751
|
-59%
|
|
|
2020
|
Creative Capital Management Investments
San Diego,
California
|
$120K
|
–
|
–
|
–
|
|
|
2021
|
Hara Capital
Bellevue,
Washington
|
$119K
|
-$285K
|
-5,806
|
-69%
|
|
|
2022
|
Rossby Financial
Melbourne,
Florida
|
$119K
|
+$25.6K
|
+521
|
+26%
|
|
|
2023
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$117K
|
+$68.8K
|
+1,401
|
+125%
|
|
|
2024
|
Proathlete Wealth Management
Boca Raton,
Florida
|
$113K
|
–
|
–
|
–
|
|
|
2025
|
Wealth Preservation Advisors
Chattanooga,
Tennessee
|
$112K
|
–
|
–
|
–
|
|
