|
2001
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$115K
|
–
|
–
|
–
|
|
|
2002
|
Burnham & Co
Grand Rapids,
Michigan
|
$110K
|
+$106K
|
+800
|
New
|
|
|
2003
|
Signature Resources Capital Management
Newport Beach,
California
|
$109K
|
+$8.32K
|
+63
|
+9%
|
|
|
2004
|
Collier Financial
Denver,
Colorado
|
$108K
|
+$132
|
+1
|
+0.1%
|
|
|
2005
|
Ballast Advisors
Woodbury,
Minnesota
|
$106K
|
–
|
–
|
–
|
|
|
2006
|
Family Legacy Financial Solutions
Cary,
North Carolina
|
$105K
|
+$101K
|
+766
|
New
|
|
|
2007
|
|
$103K
|
+$100K
|
+757
|
New
|
|
|
2008
|
Corsicana & Co
Corsicana,
Texas
|
$101K
|
–
|
–
|
–
|
|
|
2009
|
City State Bank
Norwalk,
Iowa
|
$99.8K
|
–
|
–
|
–
|
|
|
2010
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$99.7K
|
–
|
–
|
–
|
|
|
2011
|
Aspect Partners
Fairfax,
Virginia
|
$99K
|
–
|
–
|
–
|
|
|
2012
|
Southern Michigan Bank & Trust
Coldwater,
Michigan
|
$98.2K
|
–
|
–
|
–
|
|
|
2013
|
Tradewinds Capital Management
Bellingham,
Washington
|
$97.4K
|
–
|
–
|
–
|
|
|
2014
|
Pin Oak Investment Advisors
Houston,
Texas
|
$97K
|
–
|
–
|
–
|
|
|
2015
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$94.8K
|
–
|
–
|
–
|
|
|
2016
|
Lazard Asset Management
New York
|
$88K
|
–
|
–
|
–
|
|
|
2017
|
Westside Investment Management
Santa Monica,
California
|
$86.6K
|
–
|
–
|
–
|
|
|
2018
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$86K
|
–
|
–
|
–
|
|
|
2019
|
Financial Consulate
Hunt Valley,
Maryland
|
$84.3K
|
–
|
–
|
–
|
|
|
2020
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$84.2K
|
–
|
–
|
–
|
|
|
2021
|
Strive Financial Group
Carmel,
Indiana
|
$81.8K
|
+$50.8K
|
+385
|
+183%
|
|
|
2022
|
TIAA Wealth Investment Management
New York
|
$81.5K
|
+$51.2K
|
+388
|
+182%
|
|
|
2023
|
Point Nemo Capital
Dripping Springs,
Texas
|
$81.3K
|
+$78K
|
+591
|
New
|
|
|
2024
|
Payden & Rygel
Los Angeles,
California
|
$81K
|
+$77.9K
|
+590
|
New
|
|
|
2025
|
Roxbury Financial
Mount Arlington,
New Jersey
|
$80K
|
–
|
–
|
–
|
|
