|
2001
|
Landaas & Company
Milwaukee,
Wisconsin
|
$861K
|
-$58.4K
|
-440
|
-7%
|
|
|
2002
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$859K
|
-$3.85K
|
-29
|
-0.5%
|
|
|
2003
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$859K
|
+$52.7K
|
+397
|
+7%
|
|
|
2004
|
Elevated Capital Advisors
Sandy,
Utah
|
$853K
|
-$13.1K
|
-99
|
-2%
|
|
|
2005
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$849K
|
+$6.77K
|
+51
|
+0.8%
|
|
|
2006
|
Reliant Investment Management
Memphis,
Tennessee
|
$846K
|
+$432K
|
+3,251
|
+115%
|
|
|
2007
|
Phocas Financial Corp
Alameda,
California
|
$844K
|
+$126K
|
+950
|
+19%
|
|
|
2008
|
Landsberg Bennett & Dubbaneh
Punta Gorda,
Florida
|
$842K
|
-$113K
|
-848
|
-12%
|
|
|
2009
|
Columbus Macro
New Castle,
Pennsylvania
|
$841K
|
-$62.3K
|
-469
|
-7%
|
|
|
2010
|
Meridian Wealth Advisors
Austin,
Texas
|
$840K
|
-$28K
|
-211
|
-3%
|
|
|
2011
|
Perennial Investment Advisors
Los Angeles,
California
|
$840K
|
+$125K
|
+944
|
+19%
|
|
|
2012
|
Creative Financial Designs
Kokomo,
Indiana
|
$838K
|
-$338K
|
-2,546
|
-30%
|
|
|
2013
|
Sage Rhino Capital
Menlo Park,
California
|
$833K
|
-$2.39K
|
-18
|
-0.3%
|
|
|
2014
|
Neo Ivy Capital Management
New York
|
$823K
|
+$608K
|
+4,578
|
+339%
|
|
|
2015
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$822K
|
-$390K
|
-2,935
|
-33%
|
|
|
2016
|
Alyeska Investment Group
Chicago,
Illinois
|
$820K
|
+$783K
|
+5,901
|
New
|
|
|
2017
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$818K
|
-$5.04K
|
-38
|
-0.6%
|
|
|
2018
|
Liberty Wealth Management
Oakland,
California
|
$817K
|
+$155K
|
+1,170
|
+25%
|
|
|
2019
|
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
|
$816K
|
–
|
–
|
–
|
|
|
2020
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$815K
|
+$20.3K
|
+153
|
+3%
|
|
|
2021
|
PFG Advisors
Phoenix,
Arizona
|
$811K
|
+$96.1K
|
+724
|
+14%
|
|
|
2022
|
Houlihan Financial Resource Group
Ashburn,
Virginia
|
$811K
|
+$758K
|
+5,710
|
New
|
|
|
2023
|
Rock Point Advisors
Burlington,
Vermont
|
$810K
|
-$19.4K
|
-146
|
-2%
|
|
|
2024
|
Nottingham Advisors
Amherst,
New York
|
$809K
|
+$213K
|
+1,604
|
+38%
|
|
|
2025
|
Signet Financial Management
Parsippany,
New Jersey
|
$805K
|
-$31.7K
|
-239
|
-4%
|
|
