|
2001
|
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
|
$311万
|
-$7.02万
|
-301
|
-2%
|
|
|
2002
|
Crews Bank & Trust
Wauchula,
Florida
|
$311万
|
-$1.65万
|
-71
|
-0.6%
|
|
|
2003
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$311万
|
+$18.1万
|
+775
|
+7%
|
|
|
2004
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$310万
|
+$32.4万
|
+1,389
|
+13%
|
|
|
2005
|
Bourne Lent Asset Management
Pawling,
New York
|
$310万
|
-$46.6万
|
-2,000
|
-14%
|
|
|
2006
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$310万
|
-$2.54万
|
-109
|
-0.9%
|
|
|
2007
|
Net Worth Advisory Group
Sandy,
Utah
|
$309万
|
-$42.7万
|
-1,831
|
-13%
|
|
|
2008
|
LRI Investments
Palm Beach Gardens,
Florida
|
$309万
|
+$4.06万
|
+174
|
+1%
|
|
|
2009
|
Everpar Advisors
Tulsa,
Oklahoma
|
$309万
|
-$3.36万
|
-144
|
-1%
|
|
|
2010
|
Apriem Advisors
Irvine,
California
|
$308万
|
+$2.33万
|
+100
|
+0.8%
|
|
|
2011
|
Insight Inv LLC
El Segundo,
California
|
$307万
|
-$1.28万
|
-55
|
-0.5%
|
|
|
2012
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$306万
|
-$12.3万
|
-527
|
-4%
|
|
|
2013
|
Trivium Point Advisory
Westport,
Connecticut
|
$305万
|
+$51.7万
|
+2,217
|
+23%
|
|
|
2014
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$305万
|
+$97.3万
|
+4,176
|
+53%
|
|
|
2015
|
Allen Capital Group
Grand Island,
Nebraska
|
$305万
|
-$365万
|
-15,673
|
-57%
|
|
|
2016
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$305万
|
-$6.53万
|
-280
|
-2%
|
|
|
2017
|
Beech Hill Advisors
New York
|
$305万
|
+$3,729
|
+16
|
+0.1%
|
|
|
2018
|
Keynote Financial Services
Vernon,
Connecticut
|
$304万
|
-$8.6万
|
-369
|
-3%
|
|
|
2019
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$303万
|
+$120万
|
+5,144
|
+76%
|
|
|
2020
|
Northstar Financial Companies
Conshohocken,
Pennsylvania
|
$303万
|
+$15.7万
|
+672
|
+6%
|
|
|
2021
|
Ables Iannone Moore & Associates
Savannah,
Georgia
|
$303万
|
+$10.7万
|
+458
|
+4%
|
|
|
2022
|
Rogco LP
Claremore,
Oklahoma
|
$301万
|
+$2.31万
|
+99
|
+0.8%
|
|
|
2023
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$301万
|
+$28.4万
|
+1,217
|
+11%
|
|
|
2024
|
Lynch Asset Management
Yardley,
Pennsylvania
|
$301万
|
–
|
–
|
–
|
|
|
2025
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$300万
|
-$21.4万
|
-919
|
-7%
|
|
