|
2001
|
Lion Street Advisors
Austin,
Texas
|
$1.12M
|
+$524
|
+3
|
+0%
|
|
|
2002
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$1.12M
|
-$20.8K
|
-119
|
-2%
|
|
|
2003
|
Corundum Group
Colorado Springs,
Colorado
|
$1.12M
|
+$21.6K
|
+124
|
+2%
|
|
|
2004
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$1.12M
|
-$11.9K
|
-68
|
-1%
|
|
|
2005
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$1.12M
|
+$1.09M
|
+6,219
|
New
|
|
|
2006
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$1.12M
|
+$39.3K
|
+225
|
+4%
|
|
|
2007
|
Financial Management Network
Mission Viejo,
California
|
$1.11M
|
-$43.3K
|
-248
|
-4%
|
|
|
2008
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$1.11M
|
+$271K
|
+1,552
|
+34%
|
|
|
2009
|
Orser Capital Management
Southlake,
Texas
|
$1.11M
|
+$1.07M
|
+6,158
|
New
|
|
|
2010
|
FWG Holdings
Winter Park,
Florida
|
$1.1M
|
+$115K
|
+657
|
+12%
|
|
|
2011
|
RW Investment Management
Eagle,
Idaho
|
$1.1M
|
+$1.07M
|
+6,147
|
New
|
|
|
2012
|
Millennium Capital Advisors
Little Rock,
Arkansas
|
$1.1M
|
+$524
|
+3
|
+0%
|
|
|
2013
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$1.1M
|
–
|
–
|
–
|
|
|
2014
|
Massachusetts Financial Services
Boston,
Massachusetts
|
$1.1M
|
+$566K
|
+3,244
|
+112%
|
|
|
2015
|
Barrett & Company
Providence,
Rhode Island
|
$1.1M
|
–
|
–
|
–
|
|
|
2016
|
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
|
$1.1M
|
+$66.3K
|
+380
|
+7%
|
|
|
2017
|
Waterfront Wealth
Overland Park,
Kansas
|
$1.09M
|
+$3.84K
|
+22
|
+0.4%
|
|
|
2018
|
Westover Capital Advisors
Wilmington,
Delaware
|
$1.09M
|
+$46.4K
|
+266
|
+5%
|
|
|
2019
|
Core Wealth Partners
Santa Rosa,
California
|
$1.09M
|
+$2.14M
|
+12,279
|
New
|
|
|
2020
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$1.09M
|
+$332K
|
+1,904
|
+46%
|
|
|
2021
|
GraniteShares Advisors
New York
|
$1.09M
|
+$1.06M
|
+6,071
|
New
|
|
|
2022
|
Chickasaw Capital Management
Memphis,
Tennessee
|
$1.09M
|
-$12.2K
|
-70
|
-1%
|
|
|
2023
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$1.09M
|
-$39.6K
|
-227
|
-4%
|
|
|
2024
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$1.08M
|
-$67.5K
|
-387
|
-6%
|
|
|
2025
|
Rock Creek Group
Washington,
District of Columbia
|
$1.08M
|
+$138K
|
+790
|
+15%
|
|
