|
2001
|
AWM Capital
Phoenix,
Arizona
|
$528K
|
-$48K
|
-480
|
-9%
|
|
|
2002
|
1900 Wealth Management
San Antonio,
Texas
|
$528K
|
-$110K
|
-1,096
|
-19%
|
|
|
2003
|
Lee Financial
Dallas,
Texas
|
$528K
|
+$183K
|
+1,827
|
+62%
|
|
|
2004
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$527K
|
–
|
–
|
–
|
|
|
2005
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$527K
|
-$100
|
-1
|
-0%
|
|
|
2006
|
BOK Financial Private Wealth
Denver,
Colorado
|
$526K
|
+$18.7K
|
+187
|
+4%
|
|
|
2007
|
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
|
$526K
|
+$477K
|
+4,777
|
New
|
|
|
2008
|
Brown Wealth Management
Naperville,
Illinois
|
$526K
|
-$6.79K
|
-68
|
-1%
|
|
|
2009
|
Regatta Capital Group
El Segundo,
California
|
$520K
|
+$799
|
+8
|
+0.2%
|
|
|
2010
|
Financial Network Wealth Advisors
Murray,
Utah
|
$518K
|
+$470K
|
+4,705
|
New
|
|
|
2011
|
Slocum, Gordon & Co
Newport,
Rhode Island
|
$517K
|
+$470K
|
+4,700
|
New
|
|
|
2012
|
First Bancorp
Damariscotta,
Maine
|
$517K
|
-$249K
|
-2,494
|
-35%
|
|
|
2013
|
Nvest Financial
Portsmouth,
New Hampshire
|
$514K
|
-$36.3K
|
-363
|
-7%
|
|
|
2014
|
Samalin Investment Counsel
Chappaqua,
New York
|
$511K
|
+$5.2K
|
+52
|
+1%
|
|
|
2015
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$510K
|
+$300
|
+3
|
+0.1%
|
|
|
2016
|
Heritage Financial Services
Westwood,
Massachusetts
|
$510K
|
–
|
–
|
–
|
|
|
2017
|
ABLE Financial Group
Scottsdale,
Arizona
|
$508K
|
-$339K
|
-3,396
|
-42%
|
|
|
2018
|
|
$508K
|
-$62.9K
|
-630
|
-12%
|
|
|
2019
|
GDS Wealth Management
Flower Mound,
Texas
|
$507K
|
+$3.8K
|
+38
|
+0.8%
|
|
|
2020
|
Ackerman Capital Advisors
Dallas,
Texas
|
$507K
|
–
|
–
|
–
|
|
|
2021
|
OneFund LLC
Saint Petersburg,
Florida
|
$505K
|
+$458K
|
+4,588
|
New
|
|
|
2022
|
Horizon Bancorp
Michigan City,
Indiana
|
$503K
|
+$104K
|
+1,041
|
+29%
|
|
|
2023
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$502K
|
+$1.3K
|
+13
|
+0.3%
|
|
|
2024
|
Blueshift Asset Management
Red Bank,
New Jersey
|
$502K
|
-$221K
|
-2,208
|
-33%
|
|
|
2025
|
Riversedge Advisors
Wilmington,
Delaware
|
$502K
|
+$71.4K
|
+715
|
+19%
|
|
