|
2001
|
West Family Investments
Carlsbad,
California
|
$664K
|
+$10.3K
|
+30
|
+2%
|
|
|
2002
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$663K
|
-$1.71K
|
-5
|
-0.3%
|
|
|
2003
|
|
$658K
|
-$23.6K
|
-69
|
-4%
|
|
|
2004
|
Golden State Wealth Management
Santa Ana,
California
|
$657K
|
+$2.05K
|
+6
|
+0.3%
|
|
|
2005
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$657K
|
-$4.45K
|
-13
|
-0.7%
|
|
|
2006
|
Clear Creek Financial Management
Silverdale,
Washington
|
$656K
|
-$25.7K
|
-75
|
-4%
|
|
|
2007
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$655K
|
+$148K
|
+431
|
+30%
|
|
|
2008
|
Mattern Wealth Management
Lawrence,
Kansas
|
$655K
|
-$73.6K
|
-215
|
-11%
|
|
|
2009
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$654K
|
+$1.71K
|
+5
|
+0.3%
|
|
|
2010
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$652K
|
-$195K
|
-571
|
-24%
|
|
|
2011
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$652K
|
-$8.9K
|
-26
|
-1%
|
|
|
2012
|
Payden & Rygel
Los Angeles,
California
|
$652K
|
+$616K
|
+1,800
|
New
|
|
|
2013
|
Knuff & Co
Foster City,
California
|
$652K
|
–
|
–
|
–
|
|
|
2014
|
Payne Capital
Lake Oswego,
Oregon
|
$652K
|
–
|
–
|
–
|
|
|
2015
|
Sovereign Financial Group
Stamford,
Connecticut
|
$650K
|
+$5.82K
|
+17
|
+1%
|
|
|
2016
|
Gibraltar Capital Management
Tulsa,
Oklahoma
|
$649K
|
+$342
|
+1
|
+0.1%
|
|
|
2017
|
Verition Fund Management
Greenwich,
Connecticut
|
$648K
|
-$943K
|
-2,755
|
-61%
|
|
|
2018
|
Leonteq Securities AG
Zurich,
Switzerland
|
$648K
|
+$107K
|
+314
|
+21%
|
|
|
2019
|
Iams Wealth Management
Omaha,
Nebraska
|
$648K
|
+$87.3K
|
+255
|
+17%
|
|
|
2020
|
Precedent Wealth Partners
Houston,
Texas
|
$647K
|
-$2.18M
|
-6,358
|
-78%
|
|
|
2021
|
Code Waechter
Tampa,
Florida
|
$647K
|
-$123K
|
-360
|
-17%
|
|
|
2022
|
Cornerstone Planning
Charlotte,
North Carolina
|
$646K
|
-$1.8M
|
-5,270
|
-75%
|
|
|
2023
|
Landmark Wealth Management (New York)
Melville,
New York
|
$645K
|
–
|
–
|
–
|
|
|
2024
|
Arcataur Capital Management
Milwaukee,
Wisconsin
|
$644K
|
+$8.56K
|
+25
|
+1%
|
|
|
2025
|
Diligent Investors
Redlands,
California
|
$643K
|
+$2.4K
|
+7
|
+0.4%
|
|
