|
2001
|
Pzena Investment Management
New York
|
$235K
|
+$264K
|
+1,502
|
New
|
|
|
2002
|
Victory Financial Group
Austin,
Texas
|
$235K
|
-$89.3K
|
-508
|
-25%
|
|
|
2003
|
Harbor Advisors
West Palm Beach,
Florida
|
$235K
|
–
|
–
|
–
|
|
|
2004
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$235K
|
-$651K
|
-3,700
|
-71%
|
|
|
2005
|
Peterson Wealth Services
South Ogden,
Utah
|
$234K
|
+$5.28K
|
+30
|
+2%
|
|
|
2006
|
Curated Wealth Partners
El Segundo,
California
|
$234K
|
-$611K
|
-3,474
|
-70%
|
|
|
2007
|
High Note Wealth
Deephaven,
Minnesota
|
$233K
|
-$19.5K
|
-111
|
-7%
|
|
|
2008
|
Advisornet Financial
Minnetonka,
Minnesota
|
$233K
|
+$5.1K
|
+29
|
+2%
|
|
|
2009
|
Harfst & Associates
Sheridan,
Wyoming
|
$232K
|
-$330K
|
-1,877
|
-56%
|
|
|
2010
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$232K
|
-$43.1K
|
-245
|
-14%
|
|
|
2011
|
Beacon Financial Group
Dallas,
Texas
|
$232K
|
-$35.7K
|
-203
|
-12%
|
|
|
2012
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$232K
|
-$36.2K
|
-206
|
-12%
|
|
|
2013
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$231K
|
-$238K
|
-1,352
|
-48%
|
|
|
2014
|
Putney Financial Group
San Rafael,
California
|
$230K
|
-$27.6K
|
-157
|
-10%
|
|
|
2015
|
NWF Advisory Services
Los Angeles,
California
|
$230K
|
-$29.5K
|
-168
|
-10%
|
|
|
2016
|
Womack Financial
Dallas,
Texas
|
$230K
|
-$3.52K
|
-20
|
-1%
|
|
|
2017
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$230K
|
-$16.4K
|
-93
|
-6%
|
|
|
2018
|
Archford Capital Strategies
Swansea,
Illinois
|
$229K
|
-$226K
|
-1,288
|
-47%
|
|
|
2019
|
Triton Wealth Management
Sun City,
Arizona
|
$229K
|
-$879
|
-5
|
-0.4%
|
|
|
2020
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$229K
|
–
|
–
|
–
|
|
|
2021
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$228K
|
+$7.91K
|
+45
|
+3%
|
|
|
2022
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$228K
|
-$13.7K
|
-78
|
-5%
|
|
|
2023
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$227K
|
-$77K
|
-438
|
-23%
|
|
|
2024
|
JM2 Capital
Edmond,
Oklahoma
|
$227K
|
-$45K
|
-256
|
-15%
|
|
|
2025
|
Yoder Wealth Management
Walnut Creek,
California
|
$227K
|
+$9.67K
|
+55
|
+4%
|
|
