|
2001
|
Horrell Capital Management
Little Rock,
Arkansas
|
$29.2K
|
–
|
–
|
–
|
|
|
2002
|
Chilton Capital Management
Houston,
Texas
|
$28K
|
–
|
–
|
–
|
|
|
2003
|
REAP Financial Group
Austin,
Texas
|
$27.6K
|
+$9.85K
|
+63
|
+57%
|
|
|
2004
|
Sunrise Financial Services
Burien,
Washington
|
$26.2K
|
–
|
–
|
–
|
|
|
2005
|
Clearstead Trust
Portland,
Maine
|
$24.8K
|
–
|
–
|
–
|
|
|
2006
|
Aventus Investment Advisors
Naples,
Florida
|
$24.5K
|
–
|
–
|
–
|
|
|
2007
|
PayPay Securities
Tokyo,
Japan
|
$24.3K
|
-$3.13K
|
-20
|
-11%
|
|
|
2008
|
Centennial Bank
Conway,
Arkansas
|
$24.2K
|
–
|
–
|
–
|
|
|
2009
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$23.2K
|
–
|
–
|
–
|
|
|
2010
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$22.2K
|
–
|
–
|
–
|
|
|
2011
|
Gilpin Wealth Management
Denver,
Colorado
|
$22.1K
|
–
|
–
|
–
|
|
|
2012
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$19.8K
|
–
|
–
|
–
|
|
|
2013
|
Essential Investment Partners
Englewood,
Colorado
|
$19K
|
–
|
–
|
–
|
|
|
2014
|
|
$19K
|
+$18.8K
|
+120
|
New
|
|
|
2015
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$16.9K
|
–
|
–
|
–
|
|
|
2016
|
Sittner & Nelson
Eugene,
Oregon
|
$16.6K
|
–
|
–
|
–
|
|
|
2017
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$15.8K
|
–
|
–
|
–
|
|
|
2018
|
Pinney & Scofield
Cambridge,
Massachusetts
|
$15.8K
|
–
|
–
|
–
|
|
|
2019
|
Sawyer & Company
Boston,
Massachusetts
|
$15.8K
|
+$15.6K
|
+100
|
New
|
|
|
2020
|
Davis Capital Management
Jacksonville,
Florida
|
$14.9K
|
–
|
–
|
–
|
|
|
2021
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$13K
|
–
|
–
|
–
|
|
|
2022
|
PFS Partners
Mine Hill,
New Jersey
|
$12.6K
|
+$156
|
+1
|
+1%
|
|
|
2023
|
Monetary Management Group
St Louis,
Missouri
|
$11.9K
|
–
|
–
|
–
|
|
|
2024
|
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
$11.7K
|
+$11.6K
|
+74
|
New
|
|
|
2025
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$11.1K
|
–
|
–
|
–
|
|
