|
2001
|
Daner Wealth Management
Alpharetta,
Georgia
|
$201K
|
+$187K
|
+2,155
|
New
|
|
|
2002
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$201K
|
-$6.59K
|
-76
|
-3%
|
|
|
2003
|
Pflug Koory
Omaha,
Nebraska
|
$200K
|
–
|
–
|
–
|
|
|
2004
|
HeadInvest LLC
Portland,
Maine
|
$200K
|
–
|
–
|
–
|
|
|
2005
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$197K
|
–
|
–
|
–
|
|
|
2006
|
CKW Financial Group
Honolulu,
Hawaii
|
$197K
|
–
|
–
|
–
|
|
|
2007
|
Sherman Asset Management
Ventura,
California
|
$197K
|
-$86K
|
-992
|
-32%
|
|
|
2008
|
Archer Investment Corporation
Carmel,
Indiana
|
$193K
|
+$173
|
+2
|
+0.1%
|
|
|
2009
|
Thompson Investment Management
Madison,
Wisconsin
|
$190K
|
-$52.8K
|
-609
|
-23%
|
|
|
2010
|
Catalyst Capital Advisors
Huntington,
New York
|
$188K
|
+$10.9K
|
+126
|
+7%
|
|
|
2011
|
Bruce G. Allen Investments
Denver,
Colorado
|
$187K
|
-$19K
|
-219
|
-10%
|
|
|
2012
|
Paladin Advisory Group
Clive,
Iowa
|
$184K
|
–
|
–
|
–
|
|
|
2013
|
Symmetry Peak Management
Radnor,
Pennsylvania
|
$176K
|
+$166K
|
+1,920
|
New
|
|
|
2014
|
AllSquare Wealth Management
Albany,
New York
|
$174K
|
-$26K
|
-300
|
-14%
|
|
|
2015
|
Front Row Advisors
Tiburon,
California
|
$174K
|
-$185K
|
-2,139
|
-53%
|
|
|
2016
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$171K
|
–
|
–
|
–
|
|
|
2017
|
ORG Partners
Roanoke,
Indiana
|
$169K
|
-$26.5K
|
-306
|
-15%
|
|
|
2018
|
Creative Financial Designs
Kokomo,
Indiana
|
$169K
|
-$3.47K
|
-40
|
-2%
|
|
|
2019
|
Salomon & Ludwin
Richmond,
Virginia
|
$168K
|
+$17.3K
|
+200
|
+13%
|
|
|
2020
|
Rossby Financial
Melbourne,
Florida
|
$168K
|
+$4.85K
|
+56
|
+3%
|
|
|
2021
|
Brown Shipley & Co
London,
United Kingdom
|
$168K
|
–
|
–
|
–
|
|
|
2022
|
Hilltop National Bank
Casper,
Wyoming
|
$166K
|
+$157K
|
+1,810
|
New
|
|
|
2023
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$166K
|
+$2.86K
|
+33
|
+2%
|
|
|
2024
|
MCF Advisors
Covington,
Kentucky
|
$164K
|
-$867
|
-10
|
-0.6%
|
|
|
2025
|
CGC Financial Services
Lake Oswego,
Oregon
|
$163K
|
–
|
–
|
–
|
|
