|
2001
|
Snider Financial Group
Bellevue,
Washington
|
$4.28M
|
-$174K
|
-684
|
-4%
|
|
|
2002
|
Register Financial Advisors
Atlanta,
Georgia
|
$4.27M
|
-$49.7K
|
-195
|
-1%
|
|
|
2003
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$4.27M
|
-$76.2K
|
-299
|
-2%
|
|
|
2004
|
Crescent Sterling
Metairie,
Louisiana
|
$4.26M
|
-$54.6K
|
-214
|
-1%
|
|
|
2005
|
Portfolio Design Labs
Encino,
California
|
$4.26M
|
-$1.35M
|
-5,306
|
-23%
|
|
|
2006
|
O'Dell Group
Cincinnati,
Ohio
|
$4.26M
|
-$278K
|
-1,092
|
-6%
|
|
|
2007
|
Two Sigma Advisers
New York
|
$4.24M
|
-$9.05M
|
-35,500
|
-67%
|
|
|
2008
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$4.24M
|
+$245K
|
+961
|
+6%
|
|
|
2009
|
Smith, Moore & Co
Clayton,
Missouri
|
$4.24M
|
-$30.1K
|
-118
|
-0.7%
|
|
|
2010
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$4.24M
|
-$27.3K
|
-107
|
-0.6%
|
|
|
2011
|
Invera Wealth Advisors
Bend,
Oregon
|
$4.23M
|
-$1.82M
|
-7,122
|
-29%
|
|
|
2012
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$4.23M
|
+$177K
|
+694
|
+4%
|
|
|
2013
|
Center for Financial Planning
Southfied,
Michigan
|
$4.23M
|
+$96.6K
|
+379
|
+2%
|
|
|
2014
|
Central Bank & Trust
Lexington,
Kentucky
|
$4.23M
|
+$69.6K
|
+273
|
+2%
|
|
|
2015
|
Valley Brook Capital Group
Venetia,
Pennsylvania
|
$4.23M
|
+$23.7K
|
+93
|
+0.5%
|
|
|
2016
|
Continuum Advisory
Eagle,
Idaho
|
$4.23M
|
-$145K
|
-570
|
-3%
|
|
|
2017
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$4.22M
|
-$285K
|
-1,119
|
-6%
|
|
|
2018
|
Strategic Planning Inc
Columbus,
Ohio
|
$4.22M
|
+$4.39M
|
+17,204
|
New
|
|
|
2019
|
WP Advisors
San Francisco,
California
|
$4.22M
|
-$37K
|
-145
|
-0.8%
|
|
|
2020
|
Mattson Financial Services
Kentwood,
Michigan
|
$4.22M
|
+$188K
|
+739
|
+4%
|
|
|
2021
|
Proquility Private Wealth Partners
Las Vegas,
Nevada
|
$4.21M
|
-$644K
|
-2,526
|
-13%
|
|
|
2022
|
Outfitter Financial
Brunswick,
Maine
|
$4.2M
|
-$245K
|
-960
|
-5%
|
|
|
2023
|
Prudent Man Advisors
Naperville,
Illinois
|
$4.2M
|
+$123K
|
+481
|
+3%
|
|
|
2024
|
Capital City Trust
Tallahassee,
Florida
|
$4.2M
|
+$270K
|
+1,061
|
+7%
|
|
|
2025
|
Cetera Trust Company
St. Paul,
Minnesota
|
$4.2M
|
-$94.3K
|
-370
|
-2%
|
|
