|
2001
|
AM Investment Strategies
Chattanooga,
Tennessee
|
$528K
|
+$1.57K
|
+8
|
+0.3%
|
|
|
2002
|
Prossimo Advisors
San Luis Obispo,
California
|
$528K
|
+$18.2K
|
+93
|
+4%
|
|
|
2003
|
Signal Advisors Wealth
Detroit,
Michigan
|
$528K
|
+$468K
|
+2,387
|
New
|
|
|
2004
|
Per Stirling Capital Management
Austin,
Texas
|
$526K
|
-$16.3K
|
-83
|
-3%
|
|
|
2005
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$525K
|
-$13.7K
|
-70
|
-3%
|
|
|
2006
|
Novare Capital Management
Charlotte,
North Carolina
|
$524K
|
-$6.67K
|
-34
|
-1%
|
|
|
2007
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$523K
|
+$2.94K
|
+15
|
+0.6%
|
|
|
2008
|
West Bancorporation
West Des Moines,
Iowa
|
$523K
|
–
|
–
|
–
|
|
|
2009
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$522K
|
+$35.1K
|
+179
|
+8%
|
|
|
2010
|
Aviance Capital Partners
Naples,
Florida
|
$521K
|
–
|
–
|
–
|
|
|
2011
|
Park Edge Advisors
Cleveland,
Ohio
|
$520K
|
–
|
–
|
–
|
|
|
2012
|
Independent Investors Inc
Nesconset,
New York
|
$520K
|
–
|
–
|
–
|
|
|
2013
|
Watts Gwilliam & Co
Gilbert,
Arizona
|
$519K
|
+$445K
|
+2,269
|
New
|
|
|
2014
|
Talbot Financial
Bellevue,
Washington
|
$518K
|
–
|
–
|
–
|
|
|
2015
|
HTLF Bank
Denver,
Colorado
|
$518K
|
-$52K
|
-265
|
-10%
|
|
|
2016
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$517K
|
-$3.73K
|
-19
|
-0.8%
|
|
|
2017
|
WFA of San Diego
San Diego,
California
|
$516K
|
–
|
–
|
–
|
|
|
2018
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$516K
|
+$212K
|
+1,081
|
+86%
|
|
|
2019
|
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
$515K
|
+$58.8K
|
+300
|
+15%
|
|
|
2020
|
RBA Wealth Management
Newport Beach,
California
|
$514K
|
-$2.94K
|
-15
|
-0.6%
|
|
|
2021
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$514K
|
+$77.4K
|
+395
|
+20%
|
|
|
2022
|
RS Crum Inc
Newport Beach,
California
|
$513K
|
+$27.4K
|
+140
|
+6%
|
|
|
2023
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$513K
|
+$1.37K
|
+7
|
+0.3%
|
|
|
2024
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$512K
|
+$12.4K
|
+63
|
+3%
|
|
|
2025
|
Fidelity International
Hamilton,
Bermuda
|
$511K
|
+$49.8K
|
+254
|
+12%
|
|
