|
2001
|
CFO4Life Group
Coppell,
Texas
|
$574K
|
+$616
|
+2
|
+0.1%
|
|
|
2002
|
TPG Financial Advisors
Portland,
Oregon
|
$567K
|
-$13.5K
|
-44
|
-2%
|
|
|
2003
|
Briaud Financial Planning
College Station,
Texas
|
$565K
|
+$541K
|
+1,757
|
New
|
|
|
2004
|
Ackerman Capital Advisors
Dallas,
Texas
|
$564K
|
-$574K
|
-1,864
|
-52%
|
|
|
2005
|
Hobart Private Capital
Charlotte,
North Carolina
|
$562K
|
-$9.85K
|
-32
|
-2%
|
|
|
2006
|
Clean Yield Group
Norwich,
Vermont
|
$561K
|
-$9.85K
|
-32
|
-2%
|
|
|
2007
|
Front Street Capital Management
Missoula,
Montana
|
$560K
|
+$7.7K
|
+25
|
+1%
|
|
|
2008
|
ERn Financial LLC
Middleton,
Wisconsin
|
$559K
|
+$616
|
+2
|
+0.1%
|
|
|
2009
|
CNB Bank
Clearfield,
Pennsylvania
|
$559K
|
+$49.3K
|
+160
|
+10%
|
|
|
2010
|
GFG Capital
Miami,
Florida
|
$557K
|
+$533K
|
+1,731
|
New
|
|
|
2011
|
Monetary Management Group
St Louis,
Missouri
|
$554K
|
-$38.5K
|
-125
|
-7%
|
|
|
2012
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$552K
|
+$140K
|
+455
|
+36%
|
|
|
2013
|
Advisory Alpha
Holland,
Michigan
|
$551K
|
+$274K
|
+889
|
+112%
|
|
|
2014
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$551K
|
–
|
–
|
–
|
|
|
2015
|
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
$544K
|
–
|
–
|
–
|
|
|
2016
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$540K
|
-$9.54K
|
-31
|
-2%
|
|
|
2017
|
Miramar Capital
Northbrook,
Illinois
|
$539K
|
–
|
–
|
–
|
|
|
2018
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$538K
|
-$69.3K
|
-225
|
-12%
|
|
|
2019
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$538K
|
+$164K
|
+531
|
+47%
|
|
|
2020
|
Mirador Capital Partners
Pleasanton,
California
|
$537K
|
-$36.6K
|
-119
|
-7%
|
|
|
2021
|
Fusion Family Wealth
Woodbury,
New York
|
$537K
|
–
|
–
|
–
|
|
|
2022
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$536K
|
-$1.45M
|
-4,703
|
-74%
|
|
|
2023
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$536K
|
+$513K
|
+1,666
|
New
|
|
|
2024
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$533K
|
-$117K
|
-381
|
-19%
|
|
|
2025
|
|
$533K
|
+$10.5K
|
+34
|
+2%
|
|
