|
2001
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$475K
|
-$16K
|
-398
|
-3%
|
|
|
2002
|
Blackston Financial Advisory Group
The Villages,
Florida
|
$474K
|
+$226K
|
+5,602
|
+95%
|
|
|
2003
|
|
$473K
|
–
|
–
|
–
|
|
|
2004
|
PrairieView Partners
St. Paul,
Minnesota
|
$469K
|
+$403K
|
+10,000
|
+723%
|
|
|
2005
|
Ridgepath Capital Management
Knoxville,
Tennessee
|
$468K
|
+$259K
|
+6,431
|
+131%
|
|
|
2006
|
One Capital Management
Westlake Village,
California
|
$468K
|
+$118K
|
+2,937
|
+35%
|
|
|
2007
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$467K
|
+$210K
|
+5,204
|
+85%
|
|
|
2008
|
Aveo Capital Partners
Englewood,
Colorado
|
$466K
|
-$130K
|
-3,224
|
-22%
|
|
|
2009
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$466K
|
+$42.6K
|
+1,056
|
+10%
|
|
|
2010
|
Independent Wealth Network
Urbandale,
Iowa
|
$465K
|
-$73.4K
|
-1,821
|
-14%
|
|
|
2011
|
RS Crum Inc
Newport Beach,
California
|
$465K
|
+$49.7K
|
+1,234
|
+12%
|
|
|
2012
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$465K
|
+$16.3K
|
+405
|
+4%
|
|
|
2013
|
Mosley Wealth Management
Anaheim,
California
|
$465K
|
+$4.88K
|
+121
|
+1%
|
|
|
2014
|
Sittner & Nelson
Eugene,
Oregon
|
$463K
|
+$17.2K
|
+427
|
+4%
|
|
|
2015
|
International Private Wealth Advisors
San Diego,
California
|
$463K
|
+$5.36K
|
+133
|
+1%
|
|
|
2016
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$463K
|
+$452K
|
+11,223
|
New
|
|
|
2017
|
LexAurum Advisors
Overland Park,
Kansas
|
$462K
|
-$69K
|
-1,712
|
-13%
|
|
|
2018
|
Fayez Sarofim & Co
Houston,
Texas
|
$461K
|
–
|
–
|
–
|
|
|
2019
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$461K
|
-$83K
|
-2,059
|
-16%
|
|
|
2020
|
CEDRUS
Littleton,
Colorado
|
$459K
|
+$95.3K
|
+2,364
|
+27%
|
|
|
2021
|
BCS Wealth Management
Johnson City,
Tennessee
|
$459K
|
+$10.5K
|
+260
|
+2%
|
|
|
2022
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$459K
|
-$30.3K
|
-751
|
-6%
|
|
|
2023
|
Kirtland Hills Capital Management
Bratenahl,
Ohio
|
$458K
|
+$12.4K
|
+308
|
+3%
|
|
|
2024
|
St Louis Trust
Saint Louis,
Missouri
|
$458K
|
–
|
–
|
–
|
|
|
2025
|
Peak Financial Management
Wellesley,
Massachusetts
|
$458K
|
+$21.9K
|
+543
|
+5%
|
|
