|
2001
|
GeoWealth Management
Chicago,
Illinois
|
$8.85K
|
+$683
|
+8
|
+9%
|
|
|
2002
|
Signature Resources Capital Management
Newport Beach,
California
|
$8.67K
|
–
|
–
|
–
|
|
|
2003
|
Horrell Capital Management
Little Rock,
Arkansas
|
$8.49K
|
–
|
–
|
–
|
|
|
2004
|
Hara Capital
Bellevue,
Washington
|
$8.13K
|
–
|
–
|
–
|
|
|
2005
|
Pacific Center for Financial Services
San Ramon,
California
|
$7.96K
|
–
|
–
|
–
|
|
|
2006
|
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
|
$7.91K
|
–
|
–
|
–
|
|
|
2007
|
Atwood & Palmer
Kansas City,
Missouri
|
$7.51K
|
–
|
–
|
–
|
|
|
2008
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$6.88K
|
–
|
–
|
–
|
|
|
2009
|
Louisbourg Investments
Dieppe,
New Brunswick, Canada
|
$6.7K
|
–
|
–
|
–
|
|
|
2010
|
Provident Wealth Management
Brentwood,
Tennessee
|
$6.26K
|
-$85
|
-1
|
-1%
|
|
|
2011
|
POM Investment Strategies
Raleigh,
North Carolina
|
$6.26K
|
–
|
–
|
–
|
|
|
2012
|
Thompson Investment Management
Madison,
Wisconsin
|
$5.54K
|
–
|
–
|
–
|
|
|
2013
|
Family Legacy Financial Solutions
Cary,
North Carolina
|
$5.36K
|
+$5.12K
|
+60
|
New
|
|
|
2014
|
Kilter Group
Rhinebeck,
New York
|
$4.83K
|
+$4.61K
|
+54
|
New
|
|
|
2015
|
Tucker Asset Management
Littleton,
Colorado
|
$4.02K
|
-$13.2K
|
-155
|
-78%
|
|
|
2016
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
$3.96K
|
+$85
|
+1
|
+2%
|
|
|
2017
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$3.84K
|
+$3.67K
|
+43
|
New
|
|
|
2018
|
Allianz Asset Management
Munich,
Germany
|
$3.13K
|
-$683
|
-8
|
-19%
|
|
|
2019
|
PMV Capital Advisers
Dallas,
Texas
|
$2.23K
|
+$2.13K
|
+25
|
New
|
|
|
2020
|
Orion Capital Management
Coronado,
California
|
$2.15K
|
+$2.05K
|
+24
|
New
|
|
|
2021
|
ORG Partners
Roanoke,
Indiana
|
$1.96K
|
-$71.6K
|
-839
|
-97%
|
|
|
2022
|
Nova Wealth Management
Bonita Springs,
Florida
|
$1.7K
|
+$1.62K
|
+19
|
New
|
|
|
2023
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$1.55K
|
–
|
–
|
–
|
|
|
2024
|
Rakuten Securities
Tokyo,
Japan
|
$894
|
+$342
|
+4
|
+67%
|
|
|
2025
|
REAP Financial Group
Austin,
Texas
|
$358
|
–
|
–
|
–
|
|
