|
2001
|
LVM Capital Management
Portage,
Michigan
|
$681K
|
+$18.9K
|
+280
|
+3%
|
|
|
2002
|
Financial Advisory Group
Houston,
Texas
|
$679K
|
+$10.8K
|
+160
|
+2%
|
|
|
2003
|
Meridian Wealth Advisors
Austin,
Texas
|
$679K
|
+$27K
|
+400
|
+4%
|
|
|
2004
|
Berry Group
Worcester,
Massachusetts
|
$677K
|
–
|
–
|
–
|
|
|
2005
|
Edge Wealth Management
New York
|
$677K
|
–
|
–
|
–
|
|
|
2006
|
Clearstead Trust
Portland,
Maine
|
$671K
|
-$22.9K
|
-340
|
-3%
|
|
|
2007
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$671K
|
–
|
–
|
–
|
|
|
2008
|
Skylands Capital
Milwaukee,
Wisconsin
|
$671K
|
–
|
–
|
–
|
|
|
2009
|
Peak Asset Management
Louisville,
Colorado
|
$671K
|
+$16.2K
|
+240
|
+3%
|
|
|
2010
|
Intrua Financial
Houston,
Texas
|
$671K
|
+$597K
|
+8,840
|
New
|
|
|
2011
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$670K
|
-$101K
|
-1,500
|
-14%
|
|
|
2012
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$669K
|
+$27K
|
+400
|
+4%
|
|
|
2013
|
Quest Capital Management
Dallas,
Texas
|
$667K
|
+$4.05K
|
+60
|
+0.6%
|
|
|
2014
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$666K
|
-$14.8K
|
-220
|
-2%
|
|
|
2015
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$666K
|
–
|
–
|
–
|
|
|
2016
|
|
$666K
|
–
|
–
|
–
|
|
|
2017
|
Gemmer Asset Management
Walnut Creek,
California
|
$666K
|
+$21.6K
|
+320
|
+4%
|
|
|
2018
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$666K
|
+$159K
|
+2,360
|
+33%
|
|
|
2019
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$664K
|
-$10.8K
|
-160
|
-2%
|
|
|
2020
|
Hartline Investment Corp
Winnetka,
Illinois
|
$664K
|
+$27K
|
+400
|
+4%
|
|
|
2021
|
Paul John Balson
Marina Del Rey,
California
|
$663K
|
–
|
–
|
–
|
|
|
2022
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$662K
|
+$16.2K
|
+240
|
+3%
|
|
|
2023
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$657K
|
-$13.5K
|
-200
|
-2%
|
|
|
2024
|
McIlrath & Eck
Arlington,
Washington
|
$657K
|
+$40.5K
|
+600
|
+7%
|
|
|
2025
|
Tradewinds Capital Management
Bellingham,
Washington
|
$656K
|
-$59.4K
|
-880
|
-9%
|
|
