|
2001
|
FMB Wealth Management
Westlake Village,
California
|
$205K
|
+$180K
|
+1,618
|
New
|
|
|
2002
|
Jim Saulnier & Associates
Fort Collins,
Colorado
|
$205K
|
+$179K
|
+1,616
|
New
|
|
|
2003
|
Wallington Asset Management
Indianapolis,
Indiana
|
$204K
|
+$179K
|
+1,612
|
New
|
|
|
2004
|
Veracity Capital
Atlanta,
Georgia
|
$204K
|
+$179K
|
+1,610
|
New
|
|
|
2005
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$204K
|
+$178K
|
+1,608
|
New
|
|
|
2006
|
Pin Oak Investment Advisors
Houston,
Texas
|
$203K
|
–
|
–
|
–
|
|
|
2007
|
PPS&V Asset Management Consultants
Portage,
Michigan
|
$203K
|
+$178K
|
+1,602
|
New
|
|
|
2008
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$203K
|
+$178K
|
+1,600
|
New
|
|
|
2009
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$203K
|
+$178K
|
+1,600
|
New
|
|
|
2010
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$202K
|
–
|
–
|
–
|
|
|
2011
|
Fiducient Advisors
Chicago,
Illinois
|
$202K
|
+$177K
|
+1,594
|
New
|
|
|
2012
|
TI-Trust
Quincy,
Illinois
|
$202K
|
+$177K
|
+1,592
|
New
|
|
|
2013
|
West Paces Advisors
Atlanta,
Georgia
|
$201K
|
+$17.8K
|
+160
|
+11%
|
|
|
2014
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$201K
|
-$39.3K
|
-354
|
-18%
|
|
|
2015
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$201K
|
-$38K
|
-342
|
-18%
|
|
|
2016
|
Better Money Decisions
Santa Fe,
New Mexico
|
$200K
|
+$176K
|
+1,582
|
New
|
|
|
2017
|
Virtue Capital Management
Brentwood,
Tennessee
|
$200K
|
+$176K
|
+1,582
|
New
|
|
|
2018
|
Ellerson Group
Annapolis,
Maryland
|
$200K
|
+$175K
|
+1,580
|
New
|
|
|
2019
|
Optiver Holding
Amsterdam,
Netherlands
|
$199K
|
+$174K
|
+1,568
|
New
|
|
|
2020
|
Creative Capital Management Investments
San Diego,
California
|
$188K
|
–
|
–
|
–
|
|
|
2021
|
Painted Porch Advisors
Santa Barbara,
California
|
$186K
|
–
|
–
|
–
|
|
|
2022
|
LOM Asset Management
Hamilton,
|
$179K
|
+$156K
|
+1,410
|
New
|
|
|
2023
|
Grove Bank & Trust
Miami,
Florida
|
$177K
|
–
|
–
|
–
|
|
|
2024
|
Sava Infond
Maribor,
Slovenia
|
$177K
|
–
|
–
|
–
|
|
|
2025
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$177K
|
+$190K
|
+1,714
|
New
|
|
