|
2001
|
Plancorp LLC
Saint Louis,
Missouri
|
$360K
|
+$330K
|
+1,248
|
New
|
|
|
2002
|
GEM Asset Management
Plymouth,
Michigan
|
$359K
|
–
|
–
|
–
|
|
|
2003
|
Lynx Capital Group
Beachwood,
Ohio
|
$358K
|
–
|
–
|
–
|
|
|
2004
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$358K
|
+$2.38K
|
+9
|
+0.7%
|
|
|
2005
|
SJS Investment Consulting
Sylvania,
Ohio
|
$357K
|
+$75.4K
|
+285
|
+30%
|
|
|
2006
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$356K
|
-$25.7K
|
-97
|
-7%
|
|
|
2007
|
IMA Advisory Services
Denver,
Colorado
|
$356K
|
+$13K
|
+49
|
+4%
|
|
|
2008
|
Creekmur Asset Management
Morton,
Illinois
|
$354K
|
+$264
|
+1
|
+0.1%
|
|
|
2009
|
Keystone Wealth Services
Palm Desert,
California
|
$353K
|
+$55.5K
|
+210
|
+21%
|
|
|
2010
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$353K
|
–
|
–
|
–
|
|
|
2011
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
$353K
|
-$9.26K
|
-35
|
-3%
|
|
|
2012
|
Zhang Financial
Portage,
Michigan
|
$353K
|
-$2.64K
|
-10
|
-0.8%
|
|
|
2013
|
Forum Financial Management
Lombard,
Illinois
|
$351K
|
+$322K
|
+1,217
|
New
|
|
|
2014
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$350K
|
–
|
–
|
–
|
|
|
2015
|
Belfer Management
New York
|
$349K
|
+$5.29K
|
+20
|
+2%
|
|
|
2016
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$349K
|
–
|
–
|
–
|
|
|
2017
|
Cushing Capital Partners
Delafield,
Wisconsin
|
$348K
|
+$61.9K
|
+234
|
+24%
|
|
|
2018
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$348K
|
–
|
–
|
–
|
|
|
2019
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$348K
|
+$11.9K
|
+45
|
+4%
|
|
|
2020
|
Revisor Wealth Management
Akron,
Ohio
|
$348K
|
+$319K
|
+1,207
|
New
|
|
|
2021
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$347K
|
-$104K
|
-395
|
-25%
|
|
|
2022
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$346K
|
–
|
–
|
–
|
|
|
2023
|
Buckhead Capital Management
Atlanta,
Georgia
|
$345K
|
–
|
–
|
–
|
|
|
2024
|
Lantz Financial
Naperville,
Illinois
|
$345K
|
–
|
–
|
–
|
|
|
2025
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$345K
|
+$49.2K
|
+186
|
+18%
|
|
