|
2001
|
Soltis Investment Advisors
St. George,
Utah
|
$686K
|
-$60K
|
-595
|
-8%
|
|
|
2002
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$683K
|
+$13.4K
|
+133
|
+2%
|
|
|
2003
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$683K
|
+$30.3K
|
+301
|
+5%
|
|
|
2004
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$682K
|
+$403
|
+4
|
+0.1%
|
|
|
2005
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$682K
|
-$23.3K
|
-231
|
-3%
|
|
|
2006
|
Holderness Investments Company
Greensboro,
North Carolina
|
$682K
|
-$50.5K
|
-501
|
-7%
|
|
|
2007
|
Intact Investment Management
Montreal,
Quebec, Canada
|
$681K
|
-$363K
|
-3,600
|
-35%
|
|
|
2008
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$678K
|
+$683K
|
+6,774
|
New
|
|
|
2009
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$676K
|
+$34K
|
+337
|
+5%
|
|
|
2010
|
Kensington Investment Counsel
Long Beach,
California
|
$673K
|
-$46.9K
|
-465
|
-6%
|
|
|
2011
|
Breakwater Capital Group
Paramus,
New Jersey
|
$672K
|
+$37.6K
|
+373
|
+6%
|
|
|
2012
|
|
$670K
|
+$24.6K
|
+244
|
+4%
|
|
|
2013
|
Reitz Capital Advisors
Freeland,
Michigan
|
$667K
|
-$44.4K
|
-440
|
-6%
|
|
|
2014
|
Signet Investment Advisory Group
Providence,
Rhode Island
|
$667K
|
+$3.93K
|
+39
|
+0.6%
|
|
|
2015
|
Front Row Advisors
Tiburon,
California
|
$666K
|
+$129K
|
+1,275
|
+24%
|
|
|
2016
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$662K
|
+$4.74K
|
+47
|
+0.7%
|
|
|
2017
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$661K
|
-$17.5K
|
-174
|
-3%
|
|
|
2018
|
Forza Wealth Management
Sarasota,
Florida
|
$661K
|
-$7.46K
|
-74
|
-1%
|
|
|
2019
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$661K
|
+$113K
|
+1,119
|
+20%
|
|
|
2020
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$660K
|
–
|
–
|
–
|
|
|
2021
|
First Command Bank
Fort Worth,
Texas
|
$658K
|
-$209K
|
-2,069
|
-24%
|
|
|
2022
|
First Command Financial Services
Fort Worth,
Texas
|
$658K
|
-$209K
|
-2,069
|
-24%
|
|
|
2023
|
Barton Investment Management
West Conshohocken,
Pennsylvania
|
$656K
|
–
|
–
|
–
|
|
|
2024
|
Formidable Asset Management
Cincinnati,
Ohio
|
$656K
|
-$4.84K
|
-48
|
-0.7%
|
|
|
2025
|
Stansberry Asset Management
Westlake,
Texas
|
$656K
|
+$42.4K
|
+421
|
+7%
|
|
