|
2001
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$479K
|
-$407K
|
-11,436
|
-47%
|
|
|
2002
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$479K
|
+$459K
|
+12,882
|
New
|
|
|
2003
|
Stellar Capital Management
Phoenix,
Arizona
|
$477K
|
+$8.26K
|
+232
|
+2%
|
|
|
2004
|
LifePlan Financial Group
Dayton,
Ohio
|
$475K
|
-$31.9K
|
-896
|
-7%
|
|
|
2005
|
HoyleCohen
San Diego,
California
|
$473K
|
+$16.8K
|
+473
|
+4%
|
|
|
2006
|
Wealth Quarterback
Toms River,
New Jersey
|
$472K
|
+$544K
|
+15,259
|
New
|
|
|
2007
|
Grace & White Inc
Ny,
New York
|
$470K
|
–
|
–
|
–
|
|
|
2008
|
Seelaus Asset Management
Chatham,
New Jersey
|
$470K
|
+$112K
|
+3,131
|
+33%
|
|
|
2009
|
Capital One National Association
New York
|
$470K
|
+$450K
|
+12,640
|
New
|
|
|
2010
|
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
|
$469K
|
-$182K
|
-5,111
|
-28%
|
|
|
2011
|
MCF Advisors
Covington,
Kentucky
|
$468K
|
+$107
|
+3
|
+0%
|
|
|
2012
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$467K
|
-$23.1K
|
-649
|
-5%
|
|
|
2013
|
Copperwynd Financial
Scottsdale,
Arizona
|
$464K
|
-$57.6K
|
-1,616
|
-11%
|
|
|
2014
|
Cable Hill Partners
Portland,
Oregon
|
$464K
|
+$445K
|
+12,495
|
New
|
|
|
2015
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$461K
|
–
|
–
|
–
|
|
|
2016
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$460K
|
-$67K
|
-1,881
|
-13%
|
|
|
2017
|
Fiduciary Planning
Englewood,
Florida
|
$459K
|
+$451K
|
+12,673
|
New
|
|
|
2018
|
Hudson Edge Investment Partners
Jersey City,
New Jersey
|
$458K
|
–
|
–
|
–
|
|
|
2019
|
Cambridge Advisors
Omaha,
Nebraska
|
$456K
|
+$677
|
+19
|
+0.2%
|
|
|
2020
|
Ausdal Financial Partners
Davenport,
Iowa
|
$455K
|
-$79.1K
|
-2,220
|
-15%
|
|
|
2021
|
Northside Capital Management
Hood River,
Oregon
|
$453K
|
–
|
–
|
–
|
|
|
2022
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$453K
|
+$434K
|
+12,187
|
New
|
|
|
2023
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$452K
|
-$14.7K
|
-413
|
-3%
|
|
|
2024
|
Front Barnett Associates
Chicago,
Illinois
|
$452K
|
–
|
–
|
–
|
|
|
2025
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$452K
|
+$3.38K
|
+95
|
+0.8%
|
|
