|
2001
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$916K
|
+$5.08K
|
+10
|
+0.6%
|
|
|
2002
|
RiverFront Investment Group
Richmond,
Virginia
|
$916K
|
+$199K
|
+392
|
+29%
|
|
|
2003
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$908K
|
+$63K
|
+124
|
+8%
|
|
|
2004
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$906K
|
+$3.05K
|
+6
|
+0.4%
|
|
|
2005
|
McRae Capital Management
Morristown,
New Jersey
|
$906K
|
–
|
–
|
–
|
|
|
2006
|
FreeGulliver LLC
New Orleans,
Louisiana
|
$906K
|
+$3.56K
|
+7
|
+0.4%
|
|
|
2007
|
Twin City Private Wealth
Winston-Salem,
North Carolina
|
$904K
|
+$6.1K
|
+12
|
+0.7%
|
|
|
2008
|
Resources Management Corp
West Hartford,
Connecticut
|
$904K
|
+$323K
|
+635
|
+59%
|
|
|
2009
|
Trueblood Wealth Management
Lima,
Ohio
|
$901K
|
+$330K
|
+649
|
+61%
|
|
|
2010
|
Richard P. Slaughter Associates
Austin,
Texas
|
$900K
|
-$12.2K
|
-24
|
-1%
|
|
|
2011
|
WealthBridge Capital Management
Westerville,
Ohio
|
$898K
|
+$39.1K
|
+77
|
+5%
|
|
|
2012
|
RB Capital Management
Reno,
Nevada
|
$898K
|
+$179K
|
+353
|
+26%
|
|
|
2013
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$891K
|
+$223K
|
+438
|
+35%
|
|
|
2014
|
Williams & Novak
Westlake Village,
California
|
$891K
|
-$76.2K
|
-150
|
-8%
|
|
|
2015
|
Eagle Global Advisors
Houston,
Texas
|
$889K
|
–
|
–
|
–
|
|
|
2016
|
NTV Asset Management
Charleston,
West Virginia
|
$889K
|
+$2.03K
|
+4
|
+0.2%
|
|
|
2017
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$888K
|
+$38.6K
|
+76
|
+5%
|
|
|
2018
|
Wade Financial Advisory
Campbell,
California
|
$888K
|
-$4.58K
|
-9
|
-0.5%
|
|
|
2019
|
Dudley Capital Management
Middleburg,
Virginia
|
$888K
|
+$8.13K
|
+16
|
+1%
|
|
|
2020
|
Washington Capital Management
Seattle,
Washington
|
$884K
|
–
|
–
|
–
|
|
|
2021
|
J.W. Burns & Co
Dewitt,
New York
|
$883K
|
+$1.52K
|
+3
|
+0.2%
|
|
|
2022
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$883K
|
+$3.56K
|
+7
|
+0.4%
|
|
|
2023
|
Shaker Investments
Cleveland,
Ohio
|
$882K
|
+$2.54K
|
+5
|
+0.3%
|
|
|
2024
|
Advance Capital Management
Southfield,
Michigan
|
$882K
|
-$7.63K
|
-15
|
-0.9%
|
|
|
2025
|
Peak Planning Group
Centennial,
Colorado
|
$881K
|
+$341K
|
+670
|
+67%
|
|
