|
2001
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$568K
|
+$392K
|
+4,903
|
+180%
|
|
|
2002
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$566K
|
-$71.2K
|
-891
|
-11%
|
|
|
2003
|
Holocene Advisors
New York
|
$566K
|
+$312K
|
+3,900
|
+106%
|
|
|
2004
|
Rational Advisors
Huntington,
New York
|
$564K
|
+$133K
|
+1,661
|
+28%
|
|
|
2005
|
WealthShield Partners
Cary,
North Carolina
|
$562K
|
+$2.88K
|
+36
|
+0.5%
|
|
|
2006
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$559K
|
–
|
–
|
–
|
|
|
2007
|
Confluence Wealth Management
Portland,
Oregon
|
$558K
|
-$5.83K
|
-73
|
-1%
|
|
|
2008
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$557K
|
-$4.8K
|
-60
|
-0.8%
|
|
|
2009
|
Managed Account Services
Coconut Grove,
Florida
|
$557K
|
-$4.8K
|
-60
|
-0.8%
|
|
|
2010
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$555K
|
-$349K
|
-4,364
|
-37%
|
|
|
2011
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$552K
|
-$50.8K
|
-635
|
-8%
|
|
|
2012
|
GW&K Investment Management
Boston,
Massachusetts
|
$552K
|
-$34.3K
|
-429
|
-5%
|
|
|
2013
|
SPC Financial Inc
Rockville,
Maryland
|
$552K
|
+$4K
|
+50
|
+0.7%
|
|
|
2014
|
REDW Wealth
Albuquerque,
New Mexico
|
$551K
|
-$43.8K
|
-548
|
-7%
|
|
|
2015
|
Driehaus Capital Management
Chicago,
Illinois
|
$549K
|
-$228K
|
-2,849
|
-28%
|
|
|
2016
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$548K
|
-$43.5K
|
-544
|
-7%
|
|
|
2017
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$548K
|
+$37.8K
|
+473
|
+7%
|
|
|
2018
|
Mitchell Capital Management
Leawood,
Kansas
|
$540K
|
+$253K
|
+3,164
|
+78%
|
|
|
2019
|
PVG Asset Management
Golden,
Colorado
|
$539K
|
-$797K
|
-9,976
|
-58%
|
|
|
2020
|
Argent Capital Management
St Louis,
Missouri
|
$539K
|
–
|
–
|
–
|
|
|
2021
|
Capital Management
Glen Allen,
Virginia
|
$538K
|
-$190K
|
-2,379
|
-25%
|
|
|
2022
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$538K
|
-$1.6K
|
-20
|
-0.3%
|
|
|
2023
|
Sicart Associates
New York
|
$537K
|
-$320K
|
-4,000
|
-36%
|
|
|
2024
|
Navellier & Associates
Reno,
Nevada
|
$537K
|
-$21.6K
|
-270
|
-4%
|
|
|
2025
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$537K
|
-$12.3K
|
-154
|
-2%
|
|
