|
2001
|
Davis Capital Management
Jacksonville,
Florida
|
$86.8K
|
-$129K
|
-677
|
-61%
|
|
|
2002
|
Center for Financial Planning
Southfied,
Michigan
|
$85.8K
|
-$59K
|
-310
|
-42%
|
|
|
2003
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$84.4K
|
–
|
–
|
–
|
|
|
2004
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$81.2K
|
–
|
–
|
–
|
|
|
2005
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$79K
|
+$30.5K
|
+160
|
+67%
|
|
|
2006
|
M&R Capital Management
Summit,
New Jersey
|
$77.8K
|
+$190
|
+1
|
+0.3%
|
|
|
2007
|
Fortitude Family Office
Scottsdale,
Arizona
|
$77.6K
|
–
|
–
|
–
|
|
|
2008
|
Winch Advisory Services
Appleton,
Wisconsin
|
$70.9K
|
+$381
|
+2
|
+0.6%
|
|
|
2009
|
Founders Capital Management (Texas)
Houston,
Texas
|
$69.3K
|
–
|
–
|
–
|
|
|
2010
|
Castleview Partners
Dallas,
Texas
|
$68.1K
|
+$381
|
+2
|
+0.6%
|
|
|
2011
|
FSA Wealth Management
Needham,
Massachusetts
|
$67K
|
+$64.4K
|
+338
|
New
|
|
|
2012
|
Clean Yield Group
Norwich,
Vermont
|
$66.5K
|
-$28.6K
|
-150
|
-31%
|
|
|
2013
|
Allspring Global Investments
Charlotte,
North Carolina
|
$66.5K
|
–
|
–
|
–
|
|
|
2014
|
MidAtlantic Capital Management
Richmond,
Virginia
|
$66.3K
|
–
|
–
|
–
|
|
|
2015
|
Cordant Inc
Portland,
Oregon
|
$63.6K
|
+$61.1K
|
+321
|
New
|
|
|
2016
|
Eukles Asset Management
Cincinnati,
Ohio
|
$62.2K
|
–
|
–
|
–
|
|
|
2017
|
SOA Wealth Advisors
New York
|
$62K
|
-$20K
|
-105
|
-25%
|
|
|
2018
|
JDM Financial Group
Austin,
Texas
|
$58K
|
–
|
–
|
–
|
|
|
2019
|
Spectrum Wealth Counsel
Indianapolis,
Indiana
|
$56.9K
|
–
|
–
|
–
|
|
|
2020
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$55.5K
|
+$53.3K
|
+280
|
New
|
|
|
2021
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$54.5K
|
+$32.9K
|
+173
|
+170%
|
|
|
2022
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$53.5K
|
+$51.4K
|
+270
|
New
|
|
|
2023
|
Valued Wealth Advisors
Holladay,
Utah
|
$53.4K
|
+$29.1K
|
+153
|
+133%
|
|
|
2024
|
Denver PWM
Denver,
Colorado
|
$52.7K
|
–
|
–
|
–
|
|
|
2025
|
American National Bank & Trust
Wichita Falls,
Texas
|
$52.3K
|
–
|
–
|
–
|
|
