|
2001
|
KWB Wealth
Redlands,
California
|
$552K
|
–
|
–
|
–
|
|
|
2002
|
Triton Wealth Management
Sun City,
Arizona
|
$552K
|
–
|
–
|
–
|
|
|
2003
|
Machina Capital
Paris,
France
|
$552K
|
+$605K
|
+13,401
|
New
|
|
|
2004
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$551K
|
+$15.8K
|
+351
|
+3%
|
|
|
2005
|
Vance Wealth
Santa Clarita,
California
|
$550K
|
-$94.8K
|
-2,102
|
-14%
|
|
|
2006
|
Brandywine Trust
Hockessin,
Delaware
|
$549K
|
–
|
–
|
–
|
|
|
2007
|
SNS Financial Group
Minneapolis,
Minnesota
|
$548K
|
+$135
|
+3
|
+0%
|
|
|
2008
|
Successful Portfolios
Clearwater,
Florida
|
$546K
|
-$26.2K
|
-581
|
-4%
|
|
|
2009
|
PDS Planning
Dublin,
Ohio
|
$546K
|
-$12.6K
|
-280
|
-2%
|
|
|
2010
|
Cypress Wealth Services
Palm Desert,
California
|
$545K
|
-$10.2K
|
-226
|
-2%
|
|
|
2011
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$545K
|
+$236K
|
+5,224
|
+65%
|
|
|
2012
|
US Financial Advisors
Braintree,
Massachusetts
|
$544K
|
–
|
–
|
–
|
|
|
2013
|
LVM Capital Management
Portage,
Michigan
|
$544K
|
+$68.9K
|
+1,528
|
+13%
|
|
|
2014
|
CAAS Capital Management
New York
|
$544K
|
+$596K
|
+13,200
|
New
|
|
|
2015
|
Asset Management Corp
Northbrook,
Illinois
|
$542K
|
-$112K
|
-2,483
|
-16%
|
|
|
2016
|
VeraBank
Henderson,
Texas
|
$540K
|
+$59.8K
|
+1,326
|
+11%
|
|
|
2017
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$540K
|
+$28.2K
|
+625
|
+5%
|
|
|
2018
|
Brightworth
Atlanta,
Georgia
|
$539K
|
-$143K
|
-3,167
|
-20%
|
|
|
2019
|
Frisch Financial Group
Melville,
New York
|
$539K
|
-$8.53K
|
-189
|
-1%
|
|
|
2020
|
Seelaus Asset Management
Chatham,
New Jersey
|
$539K
|
+$25.6K
|
+568
|
+5%
|
|
|
2021
|
Intrua Financial
Houston,
Texas
|
$539K
|
+$249K
|
+5,518
|
+73%
|
|
|
2022
|
|
$538K
|
-$136K
|
-3,004
|
-19%
|
|
|
2023
|
Rock Creek Group
Washington,
District of Columbia
|
$537K
|
+$174K
|
+3,865
|
+42%
|
|
|
2024
|
Deltec Asset Management
New York
|
$536K
|
–
|
–
|
–
|
|
|
2025
|
Albion Financial Group
Salt Lake City,
Utah
|
$536K
|
+$45
|
+1
|
+0%
|
|
