|
2001
|
Allred Capital Management
Dallas,
Texas
|
$844K
|
-$61.9K
|
-1,083
|
-8%
|
|
|
2002
|
Clearview Wealth Advisors
Salem,
Oregon
|
$842K
|
-$22K
|
-385
|
-3%
|
|
|
2003
|
Ironwood Investment Management
Boston,
Massachusetts
|
$840K
|
-$58.6K
|
-1,025
|
-7%
|
|
|
2004
|
Strategic Global Advisors
Newport Beach,
California
|
$839K
|
-$5.76M
|
-100,743
|
-88%
|
|
|
2005
|
Bison Wealth
Atlanta,
Georgia
|
$834K
|
-$141K
|
-2,473
|
-16%
|
|
|
2006
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$834K
|
+$752K
|
+13,161
|
New
|
|
|
2007
|
First Bank & Trust
Brookings,
South Dakota
|
$833K
|
-$1.27M
|
-22,300
|
-63%
|
|
|
2008
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$833K
|
+$1.09K
|
+19
|
+0.1%
|
|
|
2009
|
Emerald Advisors
Bellevue,
Washington
|
$831K
|
-$5.88K
|
-103
|
-0.8%
|
|
|
2010
|
RB Capital Management
Reno,
Nevada
|
$831K
|
+$3.83K
|
+67
|
+0.5%
|
|
|
2011
|
Empowered Funds
Havertown,
Pennsylvania
|
$828K
|
+$110K
|
+1,934
|
+17%
|
|
|
2012
|
Jones Financial Companies
Des Peres,
Missouri
|
$825K
|
+$128K
|
+2,237
|
+21%
|
|
|
2013
|
Cross Staff Investments
Pittsford,
New York
|
$825K
|
+$743K
|
+13,012
|
New
|
|
|
2014
|
55I LLC
Boston,
Massachusetts
|
$822K
|
+$70.5K
|
+1,234
|
+11%
|
|
|
2015
|
Legg Mason Asset Management
Tokyo,
Japan
|
$821K
|
-$37K
|
-648
|
-5%
|
|
|
2016
|
Howland Capital Management
Boston,
Massachusetts
|
$820K
|
+$6.29K
|
+110
|
+0.9%
|
|
|
2017
|
American Money Management
Rancho Santa Fe,
California
|
$820K
|
+$19K
|
+332
|
+3%
|
|
|
2018
|
Eudaimonia Advisors
Winchester,
Tennessee
|
$818K
|
+$737K
|
+12,905
|
New
|
|
|
2019
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$816K
|
-$9.71K
|
-170
|
-1%
|
|
|
2020
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$814K
|
-$24.5K
|
-429
|
-3%
|
|
|
2021
|
Circle Wealth Management
Summit,
New Jersey
|
$807K
|
+$41.7K
|
+730
|
+6%
|
|
|
2022
|
NSI Retail Advisors
Warrendale,
Pennsylvania
|
$805K
|
–
|
–
|
–
|
|
|
2023
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$801K
|
+$1.66K
|
+29
|
+0.2%
|
|
|
2024
|
Kolinsky Wealth Management
Ramsey,
New Jersey
|
$799K
|
+$721K
|
+12,613
|
New
|
|
|
2025
|
Vigilant Capital Management
Portland,
Maine
|
$798K
|
+$417K
|
+7,300
|
+138%
|
|
