|
2001
|
Advance Capital Management
Southfield,
Michigan
|
$221K
|
-$2.06K
|
-20
|
-0.9%
|
|
|
2002
|
Envision Financial Planning
Memphis,
Tennessee
|
$221K
|
–
|
–
|
–
|
|
|
2003
|
Kirtland Hills Capital Management
Bratenahl,
Ohio
|
$220K
|
+$218K
|
+2,120
|
New
|
|
|
2004
|
Marathon Strategic Advisors
Pittsburgh,
Pennsylvania
|
$219K
|
-$11.1K
|
-108
|
-5%
|
|
|
2005
|
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
|
$219K
|
–
|
–
|
–
|
|
|
2006
|
Berger Financial Group
Plymouth,
Minnesota
|
$219K
|
+$3.19K
|
+31
|
+1%
|
|
|
2007
|
Richmond Investment Services
Mequon,
Wisconsin
|
$218K
|
-$255K
|
-2,483
|
-54%
|
|
|
2008
|
Northwest Wealth Management
Spencer,
Iowa
|
$218K
|
-$2.06K
|
-20
|
-0.9%
|
|
|
2009
|
Jennison Associates
New York
|
$218K
|
-$274K
|
-2,660
|
-56%
|
|
|
2010
|
Allstate Corporation
Northbrook,
Illinois
|
$216K
|
-$9.1M
|
-88,445
|
-98%
|
|
|
2011
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$216K
|
-$103K
|
-1,000
|
-32%
|
|
|
2012
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$216K
|
+$214K
|
+2,080
|
New
|
|
|
2013
|
Liberty Capital Management
Birmingham,
Michigan
|
$216K
|
+$214K
|
+2,076
|
New
|
|
|
2014
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$216K
|
+$183K
|
+1,777
|
+594%
|
|
|
2015
|
Private Wealth Partners
Mill Valley,
California
|
$214K
|
+$212K
|
+2,057
|
New
|
|
|
2016
|
Vicus Capital
State College,
Pennsylvania
|
$214K
|
+$212K
|
+2,057
|
New
|
|
|
2017
|
Ruggiero Investments
West Palm Beach,
Florida
|
$213K
|
+$211K
|
+2,053
|
New
|
|
|
2018
|
Buck Wealth Strategies
Denver,
Colorado
|
$213K
|
+$211K
|
+2,051
|
New
|
|
|
2019
|
Christensen King & Associates Investment Services
Richland,
Washington
|
$213K
|
+$211K
|
+2,050
|
New
|
|
|
2020
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$213K
|
+$2.57K
|
+25
|
+1%
|
|
|
2021
|
Bensler
Bellevue,
Washington
|
$212K
|
+$210K
|
+2,044
|
New
|
|
|
2022
|
Lee Financial
Dallas,
Texas
|
$211K
|
+$209K
|
+2,031
|
New
|
|
|
2023
|
Black Diamond Financial
Towson,
Maryland
|
$211K
|
+$209K
|
+2,030
|
New
|
|
|
2024
|
Tempus Wealth Planning
Irvine,
California
|
$210K
|
+$208K
|
+2,026
|
New
|
|
|
2025
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$210K
|
+$208K
|
+2,024
|
New
|
|
