|
2001
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$605K
|
-$811K
|
-4,479
|
-57%
|
|
|
2002
|
Southland Equity Partners
Wildwood,
Missouri
|
$603K
|
+$67.7K
|
+374
|
+12%
|
|
|
2003
|
Successful Portfolios
Clearwater,
Florida
|
$602K
|
-$5.25K
|
-29
|
-0.8%
|
|
|
2004
|
Ketron Financial
Novato,
California
|
$601K
|
+$612K
|
+3,383
|
New
|
|
|
2005
|
JSF Financial
Los Angeles,
California
|
$601K
|
-$39.8K
|
-220
|
-6%
|
|
|
2006
|
Synergy Financial Group
San Ramon,
California
|
$600K
|
-$182K
|
-1,004
|
-23%
|
|
|
2007
|
One Wealth Advisors
San Francisco,
California
|
$599K
|
+$5.79K
|
+32
|
+1%
|
|
|
2008
|
Saxony Capital Management
St. Louis,
Missouri
|
$599K
|
-$22.4K
|
-124
|
-4%
|
|
|
2009
|
Artesa Financial Group
Conroe,
Texas
|
$599K
|
+$610K
|
+3,371
|
New
|
|
|
2010
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$599K
|
-$63K
|
-348
|
-7%
|
|
|
2011
|
Sara-Bay Financial
Sarasota,
Florida
|
$597K
|
–
|
–
|
–
|
|
|
2012
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$596K
|
+$386K
|
+2,133
|
+175%
|
|
|
2013
|
Poehling Capital Management
Madison,
Wisconsin
|
$596K
|
-$230K
|
-1,269
|
-27%
|
|
|
2014
|
Groupe la Francaise
Paris,
France
|
$594K
|
-$4.72M
|
-26,097
|
-86%
|
|
|
2015
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$593K
|
+$20.3K
|
+112
|
+3%
|
|
|
2016
|
Prospera Capital Management
Gilbert,
Arizona
|
$592K
|
-$471K
|
-2,600
|
-44%
|
|
|
2017
|
Silverlake Wealth Management
Williston,
Vermont
|
$591K
|
+$9.78K
|
+54
|
+2%
|
|
|
2018
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$591K
|
-$91.6K
|
-506
|
-13%
|
|
|
2019
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$590K
|
+$76.9K
|
+425
|
+15%
|
|
|
2020
|
Secured Retirement Advisors
St Louis Park,
Minnesota
|
$587K
|
+$29K
|
+160
|
+5%
|
|
|
2021
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$587K
|
+$170K
|
+940
|
+40%
|
|
|
2022
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$587K
|
-$6.16K
|
-34
|
-1%
|
|
|
2023
|
Cross Staff Investments
Pittsford,
New York
|
$587K
|
–
|
–
|
–
|
|
|
2024
|
Dearborn Partners
Chicago,
Illinois
|
$586K
|
+$194K
|
+1,069
|
+48%
|
|
|
2025
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$585K
|
+$45.3K
|
+250
|
+8%
|
|
