|
2001
|
Rice Hall James & Associates
San Diego,
California
|
$300K
|
–
|
–
|
–
|
|
|
2002
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$299K
|
-$3.95K
|
-35
|
-1%
|
|
|
2003
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$299K
|
+$289K
|
+2,560
|
New
|
|
|
2004
|
Ithaka Group
Arlington,
Virginia
|
$298K
|
–
|
–
|
–
|
|
|
2005
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$298K
|
+$288K
|
+2,552
|
New
|
|
|
2006
|
Lantz Financial
Naperville,
Illinois
|
$297K
|
+$4.74K
|
+42
|
+2%
|
|
|
2007
|
Frisch Financial Group
Melville,
New York
|
$297K
|
+$18.2K
|
+161
|
+7%
|
|
|
2008
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$296K
|
+$225
|
+2
|
+0.1%
|
|
|
2009
|
TimeScale Financial
Danvers,
Massachusetts
|
$296K
|
+$1.35K
|
+12
|
+0.5%
|
|
|
2010
|
O'Rourke & Company
Boston,
Massachusetts
|
$296K
|
+$285K
|
+2,529
|
New
|
|
|
2011
|
Clear Perspective Advisors
Aurora,
Illinois
|
$296K
|
+$286K
|
+2,533
|
New
|
|
|
2012
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$294K
|
-$70.4K
|
-624
|
-20%
|
|
|
2013
|
Opes Wealth Management
Menlo Park,
California
|
$293K
|
+$16.3K
|
+145
|
+6%
|
|
|
2014
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$292K
|
-$789
|
-7
|
-0.3%
|
|
|
2015
|
Johanson Financial Advisors
Campbell,
California
|
$292K
|
+$1.24K
|
+11
|
+0.4%
|
|
|
2016
|
Horizon Wealth Management
La Grange,
Illinois
|
$292K
|
+$281K
|
+2,493
|
New
|
|
|
2017
|
LGT Fund Management
Vaduz,
Liechtenstein
|
$292K
|
+$282K
|
+2,500
|
New
|
|
|
2018
|
Titus Wealth Management
Larskpur,
California
|
$291K
|
-$11.2K
|
-99
|
-4%
|
|
|
2019
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$289K
|
+$279K
|
+2,472
|
New
|
|
|
2020
|
E.S. Barr & Co
Lexington,
Kentucky
|
$288K
|
–
|
–
|
–
|
|
|
2021
|
G2 Capital Management
Columbus,
Ohio
|
$287K
|
+$277K
|
+2,454
|
New
|
|
|
2022
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$286K
|
+$14.1K
|
+125
|
+5%
|
|
|
2023
|
Oder Investment Management
Woodland Hills,
California
|
$285K
|
-$513K
|
-4,552
|
-65%
|
|
|
2024
|
Investors Research Corp
Atlanta,
Georgia
|
$284K
|
–
|
–
|
–
|
|
|
2025
|
Plancorp LLC
Saint Louis,
Missouri
|
$284K
|
+$59.3K
|
+526
|
+28%
|
|
