|
2001
|
Professional Financial Advisors
North Platte,
Nebraska
|
$378K
|
+$105K
|
+4,693
|
+34%
|
|
|
2002
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$377K
|
+$60.2K
|
+2,694
|
+18%
|
|
|
2003
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$376K
|
-$28.4K
|
-1,271
|
-7%
|
|
|
2004
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$376K
|
+$24K
|
+1,074
|
+7%
|
|
|
2005
|
Keel Point
Huntsville,
Alabama
|
$375K
|
-$142K
|
-6,368
|
-27%
|
|
|
2006
|
Shufro Rose & Co
New York
|
$375K
|
+$9.14K
|
+409
|
+2%
|
|
|
2007
|
Osborne Partners Capital Management
San Francisco,
California
|
$375K
|
+$28.9K
|
+1,292
|
+8%
|
|
|
2008
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$375K
|
+$148K
|
+6,615
|
+61%
|
|
|
2009
|
Taurus Asset Management
New York
|
$374K
|
-$47.7K
|
-2,134
|
-11%
|
|
|
2010
|
Capstone Financial Group
Oklahoma City,
Oklahoma
|
$374K
|
+$23.9K
|
+1,070
|
+7%
|
|
|
2011
|
Marietta Wealth Management
Marietta,
Georgia
|
$374K
|
+$50.1K
|
+2,240
|
+15%
|
|
|
2012
|
NVWM LLC
Yardley,
Pennsylvania
|
$373K
|
-$1.32M
|
-58,878
|
-77%
|
|
|
2013
|
FSA Wealth Management
Needham,
Massachusetts
|
$372K
|
-$358
|
-16
|
-0.1%
|
|
|
2014
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$371K
|
+$57.7K
|
+2,581
|
+18%
|
|
|
2015
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$370K
|
–
|
–
|
–
|
|
|
2016
|
Insight Wealth Strategies
San Ramon,
California
|
$369K
|
-$380
|
-17
|
-0.1%
|
|
|
2017
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$368K
|
–
|
–
|
–
|
|
|
2018
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$367K
|
-$19K
|
-849
|
-5%
|
|
|
2019
|
John W. Brooker & Co
Oakland,
California
|
$366K
|
-$5.92K
|
-265
|
-2%
|
|
|
2020
|
SNS Financial Group
Minneapolis,
Minnesota
|
$365K
|
+$138K
|
+6,183
|
+58%
|
|
|
2021
|
Cottage Street Advisors
Marion,
Massachusetts
|
$364K
|
-$111K
|
-4,956
|
-23%
|
|
|
2022
|
Foresight Wealth Management
Draper,
Utah
|
$364K
|
+$118K
|
+5,281
|
+45%
|
|
|
2023
|
V Wealth Advisors
Overland Park,
Kansas
|
$363K
|
-$1.48M
|
-66,180
|
-80%
|
|
|
2024
|
Pacifica Partners
Surrey,
Canada
|
$363K
|
-$6.03K
|
-270
|
-2%
|
|
|
2025
|
Hammer Asset Management
Auburn,
California
|
$361K
|
-$242K
|
-10,816
|
-39%
|
|
