|
2001
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$307K
|
+$316K
|
+3,055
|
New
|
|
|
2002
|
LM Advisors
San Diego,
California
|
$306K
|
–
|
–
|
–
|
|
|
2003
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$306K
|
-$1.37M
|
-13,290
|
-81%
|
|
|
2004
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$305K
|
+$102K
|
+988
|
+48%
|
|
|
2005
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$305K
|
+$52.6K
|
+509
|
+20%
|
|
|
2006
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$305K
|
+$207
|
+2
|
+0.1%
|
|
|
2007
|
Hourglass Capital
Houston,
Texas
|
$301K
|
+$310K
|
+3,000
|
New
|
|
|
2008
|
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
|
$301K
|
–
|
–
|
–
|
|
|
2009
|
Chilton Capital Management
Houston,
Texas
|
$301K
|
-$207K
|
-2,006
|
-40%
|
|
|
2010
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$301K
|
+$310K
|
+2,995
|
New
|
|
|
2011
|
Seamount Financial Group
Colorado Springs,
Colorado
|
$301K
|
+$310K
|
+2,994
|
New
|
|
|
2012
|
Lokken Investment Group
Lewes,
Delaware
|
$300K
|
+$1.24K
|
+12
|
+0.4%
|
|
|
2013
|
Capital Planning Advisors
Roseville,
California
|
$300K
|
-$21.9K
|
-212
|
-7%
|
|
|
2014
|
Accredited Investors
Edina,
Minnesota
|
$299K
|
+$414
|
+4
|
+0.1%
|
|
|
2015
|
Center for Financial Planning
Southfied,
Michigan
|
$298K
|
-$7.24K
|
-70
|
-2%
|
|
|
2016
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$298K
|
+$14.8K
|
+143
|
+5%
|
|
|
2017
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$297K
|
+$306K
|
+2,961
|
New
|
|
|
2018
|
Aveo Capital Partners
Englewood,
Colorado
|
$296K
|
-$15.2K
|
-147
|
-5%
|
|
|
2019
|
Armstrong Fleming & Moore
Washington,
District of Columbia
|
$296K
|
–
|
–
|
–
|
|
|
2020
|
Hillman Capital Management
Bethesda,
Maryland
|
$296K
|
-$42.5K
|
-411
|
-12%
|
|
|
2021
|
Members Trust
Tampa,
Florida
|
$296K
|
+$305K
|
+2,947
|
New
|
|
|
2022
|
Joule Financial
Lexington,
Kentucky
|
$296K
|
+$13.9K
|
+134
|
+5%
|
|
|
2023
|
Investmark Advisory Group
Shelton,
Connecticut
|
$295K
|
-$2.9K
|
-28
|
-0.9%
|
|
|
2024
|
Opes Wealth Management
Menlo Park,
California
|
$295K
|
+$12.9K
|
+125
|
+4%
|
|
|
2025
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$295K
|
-$54.1K
|
-523
|
-15%
|
|
