|
2001
|
|
$20.7K
|
+$15.6K
|
+143
|
+217%
|
|
|
2002
|
Kenfarb & Co
Ashland,
Kentucky
|
$20.6K
|
–
|
–
|
–
|
|
|
2003
|
Rock Creek Group
Washington,
District of Columbia
|
$20.5K
|
+$22.6K
|
+207
|
New
|
|
|
2004
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$20.4K
|
-$122K
|
-1,114
|
-84%
|
|
|
2005
|
Level Financial Advisors
East Amherst,
New York
|
$20K
|
-$3.06K
|
-28
|
-12%
|
|
|
2006
|
Truvestments Capital
Sarasota,
Florida
|
$19.8K
|
-$5.47K
|
-50
|
-20%
|
|
|
2007
|
Cornerstone Management
Duluth,
Georgia
|
$19.8K
|
–
|
–
|
–
|
|
|
2008
|
GoalVest Advisory
New York
|
$19.3K
|
–
|
–
|
–
|
|
|
2009
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$19K
|
–
|
–
|
–
|
|
|
2010
|
GeoWealth Management
Chicago,
Illinois
|
$19K
|
-$73.8K
|
-674
|
-77%
|
|
|
2011
|
Annapolis Financial Services
Annapolis,
Maryland
|
$18.9K
|
-$219
|
-2
|
-1%
|
|
|
2012
|
Perkins Coie Trust Company
Seattle,
Washington
|
$18.9K
|
–
|
–
|
–
|
|
|
2013
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$18.9K
|
–
|
–
|
–
|
|
|
2014
|
Operose Advisors
Milwaukee,
Wisconsin
|
$18.9K
|
–
|
–
|
–
|
|
|
2015
|
Rise Advisors
Rochester,
New York
|
$18.5K
|
+$10.6K
|
+97
|
+108%
|
|
|
2016
|
Live Oak Investment Partners
Austin,
Texas
|
$18.2K
|
–
|
–
|
–
|
|
|
2017
|
Clean Yield Group
Norwich,
Vermont
|
$17.9K
|
-$18.1K
|
-165
|
-48%
|
|
|
2018
|
Paladin Advisory Group
Clive,
Iowa
|
$16.8K
|
+$18.5K
|
+169
|
New
|
|
|
2019
|
Capstone Investment Advisors
New York
|
$16.7K
|
+$18.4K
|
+168
|
New
|
|
|
2020
|
Avalon Trust
Santa Fe,
New Mexico
|
$16.4K
|
+$18.1K
|
+165
|
New
|
|
|
2021
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$16K
|
-$91.6K
|
-837
|
-84%
|
|
|
2022
|
Albion Financial Group
Salt Lake City,
Utah
|
$15.8K
|
–
|
–
|
–
|
|
|
2023
|
Bogart Wealth LLC
Mclean,
Virginia
|
$15.8K
|
-$9.19K
|
-84
|
-35%
|
|
|
2024
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$15.5K
|
–
|
–
|
–
|
|
|
2025
|
Clearstead Trust
Portland,
Maine
|
$14.9K
|
-$68.6K
|
-627
|
-81%
|
|
