|
2001
|
Jag Capital Management
St Louis,
Missouri
|
$391K
|
–
|
–
|
–
|
|
|
2002
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$390K
|
-$61.5K
|
-1,811
|
-13%
|
|
|
2003
|
Stellar Capital Management
Phoenix,
Arizona
|
$390K
|
-$2.04K
|
-60
|
-0.5%
|
|
|
2004
|
JSF Financial
Los Angeles,
California
|
$390K
|
+$6.39K
|
+188
|
+2%
|
|
|
2005
|
Beam Wealth Advisors
Covington,
Louisiana
|
$389K
|
+$17.5K
|
+515
|
+5%
|
|
|
2006
|
Hoertkorn Richard Charles
|
$388K
|
-$8.97K
|
-264
|
-2%
|
|
|
2007
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$388K
|
+$425K
|
+12,505
|
New
|
|
|
2008
|
Procyon Advisors
Shelton,
Connecticut
|
$387K
|
+$50.9K
|
+1,497
|
+14%
|
|
|
2009
|
Daiwa Securities Group
Tokyo,
Japan
|
$385K
|
–
|
–
|
–
|
|
|
2010
|
Cambridge Advisors
Omaha,
Nebraska
|
$384K
|
-$25.5K
|
-751
|
-6%
|
|
|
2011
|
Physician Wealth Advisors
Midvale,
Utah
|
$383K
|
+$1.77K
|
+52
|
+0.5%
|
|
|
2012
|
Successful Portfolios
Clearwater,
Florida
|
$382K
|
+$17.2K
|
+506
|
+4%
|
|
|
2013
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$381K
|
-$262K
|
-7,725
|
-39%
|
|
|
2014
|
Absher Wealth Management
Chapel Hill,
North Carolina
|
$379K
|
-$23.7K
|
-699
|
-5%
|
|
|
2015
|
Northside Capital Management
Hood River,
Oregon
|
$378K
|
–
|
–
|
–
|
|
|
2016
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$377K
|
-$789K
|
-23,237
|
-66%
|
|
|
2017
|
Emerald Advisors
Bellevue,
Washington
|
$376K
|
-$11.8K
|
-348
|
-3%
|
|
|
2018
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$375K
|
-$450K
|
-13,259
|
-52%
|
|
|
2019
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$374K
|
-$4.45K
|
-131
|
-1%
|
|
|
2020
|
Howard Wealth Management
Madison,
Connecticut
|
$374K
|
+$3.63K
|
+107
|
+0.9%
|
|
|
2021
|
Cooper Financial Group
Irvine,
California
|
$372K
|
+$94.1K
|
+2,769
|
+30%
|
|
|
2022
|
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
|
$371K
|
–
|
–
|
–
|
|
|
2023
|
Estate Counselors
Thiensville,
Wisconsin
|
$371K
|
+$407K
|
+11,984
|
New
|
|
|
2024
|
Bristlecone Advisors
Bellevue,
Washington
|
$368K
|
-$59.5K
|
-1,752
|
-13%
|
|
|
2025
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$368K
|
–
|
–
|
–
|
|
