|
2001
|
BigSur Wealth Management
Miami,
Florida
|
$410K
|
–
|
–
|
–
|
|
|
2002
|
Chemung Canal Trust
Elmira,
New York
|
$410K
|
–
|
–
|
–
|
|
|
2003
|
CVA Family Office
Denver,
Colorado
|
$409K
|
–
|
–
|
–
|
|
|
2004
|
Pacifica Partners
Surrey,
Canada
|
$406K
|
-$64.8K
|
-2,373
|
-12%
|
|
|
2005
|
Holt Capital Partners
Fort Worth,
Texas
|
$405K
|
-$125K
|
-4,593
|
-20%
|
|
|
2006
|
Wedge Capital Management
Charlotte,
North Carolina
|
$402K
|
+$6.15K
|
+225
|
+1%
|
|
|
2007
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$401K
|
–
|
–
|
–
|
|
|
2008
|
|
$401K
|
+$105K
|
+3,825
|
+27%
|
|
|
2009
|
Trust Company of Kansas
Wichita,
Kansas
|
$401K
|
+$109K
|
+3,975
|
+28%
|
|
|
2010
|
Piershale Financial Group
Barrington,
Illinois
|
$400K
|
+$14.5K
|
+531
|
+3%
|
|
|
2011
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$394K
|
-$15.5K
|
-567
|
-3%
|
|
|
2012
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$394K
|
-$10.9K
|
-400
|
-2%
|
|
|
2013
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$394K
|
+$146K
|
+5,348
|
+43%
|
|
|
2014
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$392K
|
-$40.8K
|
-1,495
|
-8%
|
|
|
2015
|
LifePlan Financial Group
Dayton,
Ohio
|
$392K
|
-$7.49K
|
-274
|
-2%
|
|
|
2016
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$391K
|
+$1.64K
|
+60
|
+0.3%
|
|
|
2017
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$391K
|
+$2.38K
|
+87
|
+0.5%
|
|
|
2018
|
WealthBridge Capital Management
Westerville,
Ohio
|
$391K
|
+$30.1K
|
+1,102
|
+7%
|
|
|
2019
|
LifeSteps Financial
Claremont,
California
|
$391K
|
+$131K
|
+4,803
|
+37%
|
|
|
2020
|
Bender Robert & Associates
Pasadena,
California
|
$390K
|
-$7.08K
|
-259
|
-1%
|
|
|
2021
|
Rainier Group Investment Advisory
Bellevue,
Washington
|
$390K
|
+$146K
|
+5,347
|
+43%
|
|
|
2022
|
NuWave Investment Management
Parsippany,
New Jersey
|
$390K
|
+$411K
|
+15,050
|
+562%
|
|
|
2023
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$389K
|
+$43.7K
|
+1,600
|
+10%
|
|
|
2024
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
$388K
|
-$166K
|
-6,086
|
-26%
|
|
|
2025
|
Affinity Wealth Management
Wilmington,
Delaware
|
$388K
|
+$3.61K
|
+132
|
+0.8%
|
|
