|
2001
|
|
$51K
|
–
|
–
|
–
|
|
|
2002
|
Carroll Investors
Mt Pleasant,
South Carolina
|
$50K
|
–
|
–
|
–
|
|
|
2003
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$50K
|
–
|
–
|
–
|
|
|
2004
|
Activest Wealth Management
Aventure,
Florida
|
$50K
|
+$51.1K
|
+236
|
New
|
|
|
2005
|
Pin Oak Investment Advisors
Houston,
Texas
|
$49K
|
–
|
–
|
–
|
|
|
2006
|
Lee Financial
Dallas,
Texas
|
$49K
|
+$2.6K
|
+12
|
+5%
|
|
|
2007
|
WR Wealth Planners
Columbia,
Missouri
|
$48.6K
|
+$49.5K
|
+229
|
New
|
|
|
2008
|
Country Trust Bank
Bloomington,
Illinois
|
$48K
|
–
|
–
|
–
|
|
|
2009
|
Freedman Financial Associates
Peabody,
Massachusetts
|
$48K
|
–
|
–
|
–
|
|
|
2010
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$48K
|
–
|
–
|
–
|
|
|
2011
|
Arlington Partners
Birmingham,
Alabama
|
$48K
|
+$5.19K
|
+24
|
+12%
|
|
|
2012
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$47K
|
-$12.5K
|
-58
|
-21%
|
|
|
2013
|
Financial Avengers
Oakland,
California
|
$47K
|
+$216
|
+1
|
+0.5%
|
|
|
2014
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$47K
|
+$216
|
+1
|
+0.5%
|
|
|
2015
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$47K
|
+$21.6K
|
+100
|
+83%
|
|
|
2016
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$47K
|
+$48.5K
|
+224
|
New
|
|
|
2017
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$46K
|
-$1.68M
|
-7,761
|
-97%
|
|
|
2018
|
Clearview Wealth Advisors
Salem,
Oregon
|
$45K
|
-$54.5K
|
-252
|
-54%
|
|
|
2019
|
Burleson & Co
Petaluma,
California
|
$44K
|
-$2.38K
|
-11
|
-5%
|
|
|
2020
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$42.4K
|
–
|
–
|
–
|
|
|
2021
|
Westside Investment Management
Santa Monica,
California
|
$42.3K
|
+$7.36K
|
+34
|
+3%
|
|
|
2022
|
State of Wyoming
Cheyenne,
Wyoming
|
$42K
|
-$71.4K
|
-330
|
-63%
|
|
|
2023
|
American Research & Management Company
Marion,
Massachusetts
|
$42K
|
–
|
–
|
–
|
|
|
2024
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$42K
|
–
|
–
|
–
|
|
|
2025
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$42K
|
–
|
–
|
–
|
|
