|
2001
|
Aventura Private Wealth
Aventura,
Florida
|
$942K
|
+$1.02M
|
+6,197
|
New
|
|
|
2002
|
Hudson Value Partners
Palm Beach,
Florida
|
$942K
|
-$36.9K
|
-225
|
-4%
|
|
|
2003
|
ERn Financial LLC
Middleton,
Wisconsin
|
$942K
|
+$29.5K
|
+180
|
+3%
|
|
|
2004
|
Tudor Financial
Dayton,
Ohio
|
$939K
|
+$416K
|
+2,538
|
+70%
|
|
|
2005
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$939K
|
-$39.3K
|
-240
|
-4%
|
|
|
2006
|
Guinness Atkinson Asset Management
Pasadena,
California
|
$938K
|
+$192K
|
+1,170
|
+23%
|
|
|
2007
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$938K
|
-$456K
|
-2,782
|
-31%
|
|
|
2008
|
Demars Financial Group
Spokane Valley,
Washington
|
$937K
|
+$72.1K
|
+440
|
+8%
|
|
|
2009
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$936K
|
+$20.3K
|
+124
|
+0.4%
|
|
|
2010
|
MeadowBrook Investment Advisors
Livonia,
Michigan
|
$935K
|
-$819
|
-5
|
-0.1%
|
|
|
2011
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$934K
|
+$115K
|
+703
|
+13%
|
|
|
2012
|
Nadler Financial Group
Deerfield,
Illinois
|
$934K
|
-$53.2K
|
-325
|
-5%
|
|
|
2013
|
New England Research & Management
Chicago,
Illinois
|
$932K
|
-$41.8K
|
-255
|
-4%
|
|
|
2014
|
Trust Company
Manhattan,
Kansas
|
$932K
|
-$19.2K
|
-117
|
-2%
|
|
|
2015
|
Integris Wealth Management
Monterey,
California
|
$931K
|
-$52.3K
|
-319
|
-5%
|
|
|
2016
|
Poplar Forest Capital
Pasadena,
California
|
$930K
|
–
|
–
|
–
|
|
|
2017
|
Shum Financial Group
Alameda,
California
|
$928K
|
-$45.1K
|
-275
|
-4%
|
|
|
2018
|
Destiny Wealth Partners
Tavares,
Florida
|
$926K
|
-$9.34K
|
-57
|
-0.9%
|
|
|
2019
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$925K
|
-$877K
|
-5,350
|
-47%
|
|
|
2020
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$925K
|
-$61.6K
|
-376
|
-6%
|
|
|
2021
|
Buckley Wealth Management
Las Vegas,
Nevada
|
$924K
|
+$21.5K
|
+131
|
+2%
|
|
|
2022
|
Potomac Fund Management
Miami,
Florida
|
$924K
|
+$996K
|
+6,077
|
New
|
|
|
2023
|
ABLE Financial Group
Scottsdale,
Arizona
|
$923K
|
-$96.7K
|
-590
|
-9%
|
|
|
2024
|
Insight Advisors
Newtown,
Pennsylvania
|
$921K
|
-$45.2K
|
-276
|
-4%
|
|
|
2025
|
Gibson Wealth Advisors
Tyler,
Texas
|
$920K
|
-$271K
|
-1,652
|
-21%
|
|
