|
2001
|
EARNEST Partners
Atlanta,
Georgia
|
$82.6K
|
–
|
–
|
–
|
|
|
2002
|
SJS Investment Consulting
Sylvania,
Ohio
|
$82.2K
|
+$2.07K
|
+17
|
+3%
|
|
|
2003
|
SRH Advisors
Salina,
Kansas
|
$82K
|
–
|
–
|
–
|
|
|
2004
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$81.3K
|
+$9.24K
|
+76
|
+12%
|
|
|
2005
|
RFP Financial Group
Atlanta,
Georgia
|
$80.4K
|
+$82.8K
|
+681
|
New
|
|
|
2006
|
Osterweis Capital Management
San Francisco,
California
|
$80.1K
|
+$82.5K
|
+679
|
New
|
|
|
2007
|
Atwood & Palmer
Kansas City,
Missouri
|
$78.8K
|
+$10.2K
|
+84
|
+14%
|
|
|
2008
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$78.4K
|
-$125K
|
-1,026
|
-61%
|
|
|
2009
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$77K
|
+$365
|
+3
|
+0.5%
|
|
|
2010
|
Valley Wealth Managers
Paramus,
New Jersey
|
$76.7K
|
-$30.4K
|
-250
|
-28%
|
|
|
2011
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$76.7K
|
–
|
–
|
–
|
|
|
2012
|
Versant Capital Management
Phoenix,
Arizona
|
$75.4K
|
+$16.3K
|
+134
|
+27%
|
|
|
2013
|
Private Ocean
San Rafael,
California
|
$74.3K
|
–
|
–
|
–
|
|
|
2014
|
First Community Trust
Dubuque,
Iowa
|
$73K
|
–
|
–
|
–
|
|
|
2015
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$70.9K
|
+$70.7K
|
+582
|
New
|
|
|
2016
|
Glassy Mountain Advisors
Bethesda,
Maryland
|
$70.8K
|
+$72.9K
|
+600
|
New
|
|
|
2017
|
Pathway Financial Advisers
Auburn,
Indiana
|
$70.7K
|
+$72.9K
|
+600
|
New
|
|
|
2018
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$69.7K
|
-$24.1K
|
-198
|
-25%
|
|
|
2019
|
|
$69.6K
|
-$48.1K
|
-396
|
-40%
|
|
|
2020
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$69K
|
+$2.92K
|
+24
|
+4%
|
|
|
2021
|
Bell Investment Advisors
Oakland,
California
|
$68.4K
|
+$19.1K
|
+157
|
+37%
|
|
|
2022
|
West Oak Capital
Westlake Village,
California
|
$68K
|
-$24.3K
|
-200
|
-26%
|
|
|
2023
|
GHP Investment Advisors
Denver,
Colorado
|
$67.7K
|
+$7.9K
|
+65
|
+13%
|
|
|
2024
|
Horizon Bancorp
Michigan City,
Indiana
|
$67K
|
+$69.5K
|
+572
|
New
|
|
|
2025
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
$66.7K
|
+$68.7K
|
+565
|
New
|
|
