|
2001
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$859K
|
+$78.4K
|
+455
|
+9%
|
|
|
2002
|
Bison Wealth
Atlanta,
Georgia
|
$859K
|
+$97K
|
+563
|
+12%
|
|
|
2003
|
Perennial Advisors
New York
|
$858K
|
-$22.1K
|
-128
|
-2%
|
|
|
2004
|
Advisory Alpha
Holland,
Michigan
|
$857K
|
–
|
–
|
–
|
|
|
2005
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$856K
|
+$91K
|
+528
|
+11%
|
|
|
2006
|
Chickasaw Capital Management
Memphis,
Tennessee
|
$855K
|
–
|
–
|
–
|
|
|
2007
|
Lion Street Advisors
Austin,
Texas
|
$849K
|
-$16.9K
|
-98
|
-2%
|
|
|
2008
|
Proquility Private Wealth Partners
Las Vegas,
Nevada
|
$849K
|
-$12.6K
|
-73
|
-1%
|
|
|
2009
|
Ground Swell Capital
Folly Beach,
South Carolina
|
$849K
|
+$686K
|
+3,983
|
+327%
|
|
|
2010
|
Wedgewood Investors
Erie,
Pennsylvania
|
$847K
|
–
|
–
|
–
|
|
|
2011
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$845K
|
-$113K
|
-657
|
-11%
|
|
|
2012
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$844K
|
+$68.1K
|
+395
|
+8%
|
|
|
2013
|
Montis Financial
Waltham,
Massachusetts
|
$843K
|
-$8.62K
|
-50
|
-1%
|
|
|
2014
|
Goepper Burkhardt
Greenville,
South Carolina
|
$841K
|
–
|
–
|
–
|
|
|
2015
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$835K
|
–
|
–
|
–
|
|
|
2016
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$834K
|
-$22.4K
|
-130
|
-2%
|
|
|
2017
|
Opus Capital Group
Cincinnati,
Ohio
|
$834K
|
-$172
|
-1
|
-0%
|
|
|
2018
|
EHP Funds Inc
Toronto,
Canada
|
$833K
|
-$115K
|
-670
|
-12%
|
|
|
2019
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$833K
|
–
|
–
|
–
|
|
|
2020
|
Barber Financial Group
Lenexa,
Kansas
|
$831K
|
-$5.34K
|
-31
|
-0.6%
|
|
|
2021
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$831K
|
+$83.8K
|
+486
|
+11%
|
|
|
2022
|
VELA Investment Management
New Albany,
Ohio
|
$829K
|
-$106K
|
-614
|
-11%
|
|
|
2023
|
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
|
$829K
|
-$5.17K
|
-30
|
-0.6%
|
|
|
2024
|
Proficio Capital Partners
Newton,
Massachusetts
|
$829K
|
+$11.4K
|
+66
|
+1%
|
|
|
2025
|
ICICI Prudential Asset Management
Mumbai,
India
|
$827K
|
+$163K
|
+943
|
+23%
|
|
