|
2001
|
Janiczek Wealth Management
Denver,
Colorado
|
$46.7K
|
-$390
|
-1
|
-0.8%
|
|
|
2002
|
Raleigh Capital Management
Cary,
North Carolina
|
$45.3K
|
+$22.2K
|
+57
|
+89%
|
|
|
2003
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$45.3K
|
–
|
–
|
–
|
|
|
2004
|
Strategic Financial Concepts
San Antonio,
Texas
|
$44.4K
|
-$297K
|
-761
|
-86%
|
|
|
2005
|
West Paces Advisors
Atlanta,
Georgia
|
$44.1K
|
–
|
–
|
–
|
|
|
2006
|
Briaud Financial Planning
College Station,
Texas
|
$44K
|
+$19.5K
|
+50
|
+74%
|
|
|
2007
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$43K
|
-$18.3K
|
-47
|
-29%
|
|
|
2008
|
WFA of San Diego
San Diego,
California
|
$43K
|
+$44.9K
|
+115
|
New
|
|
|
2009
|
Arax Advisory Partners
Denver,
Colorado
|
$42K
|
+$1.56K
|
+4
|
+4%
|
|
|
2010
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$41.5K
|
–
|
–
|
–
|
|
|
2011
|
Crewe Advisors
Salt Lake City,
Utah
|
$41.1K
|
-$22.2K
|
-57
|
-34%
|
|
|
2012
|
Bell Investment Advisors
Oakland,
California
|
$41.1K
|
+$390
|
+1
|
+0.9%
|
|
|
2013
|
Horizons Wealth Management
Asheville,
North Carolina
|
$40K
|
–
|
–
|
–
|
|
|
2014
|
IFS Advisors
Overland Park,
Kansas
|
$39.6K
|
–
|
–
|
–
|
|
|
2015
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$39.6K
|
+$2.34K
|
+6
|
+6%
|
|
|
2016
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$39.5K
|
-$39.4K
|
-101
|
-49%
|
|
|
2017
|
Centennial Bank
Conway,
Arkansas
|
$38.9K
|
+$32.8K
|
+84
|
+420%
|
|
|
2018
|
Rational Advisors
Huntington,
New York
|
$38.1K
|
-$2.34K
|
-6
|
-6%
|
|
|
2019
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$38K
|
-$12.5K
|
-32
|
-24%
|
|
|
2020
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$37.4K
|
–
|
–
|
–
|
|
|
2021
|
Thompson Investment Management
Madison,
Wisconsin
|
$37.4K
|
–
|
–
|
–
|
|
|
2022
|
Olistico Wealth
Tulsa,
Oklahoma
|
$37.4K
|
+$39K
|
+100
|
New
|
|
|
2023
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$37K
|
–
|
–
|
–
|
|
|
2024
|
|
$37K
|
–
|
–
|
–
|
|
|
2025
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
$34.5K
|
-$52.3K
|
-134
|
-61%
|
|
