|
2001
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$431K
|
-$8.63K
|
-27
|
-2%
|
|
|
2002
|
Liberty Wealth Management
Oakland,
California
|
$429K
|
-$17.3K
|
-54
|
-4%
|
|
|
2003
|
Bangor Savings Bank
Bangor,
Maine
|
$428K
|
–
|
–
|
–
|
|
|
2004
|
Pacific Global Investment Management
Glendale,
California
|
$427K
|
-$10.5K
|
-33
|
-3%
|
|
|
2005
|
Archford Capital Strategies
Swansea,
Illinois
|
$426K
|
–
|
–
|
–
|
|
|
2006
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$426K
|
-$6.71K
|
-21
|
-2%
|
|
|
2007
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$426K
|
+$639
|
+2
|
+0.2%
|
|
|
2008
|
Clear Creek Financial Management
Silverdale,
Washington
|
$425K
|
+$149K
|
+466
|
+67%
|
|
|
2009
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$425K
|
–
|
–
|
–
|
|
|
2010
|
Eagle Wealth Strategies
West Deptford,
New Jersey
|
$424K
|
+$320
|
+1
|
+0.1%
|
|
|
2011
|
Simon Quick Advisors
Morristown,
New Jersey
|
$422K
|
+$114K
|
+356
|
+45%
|
|
|
2012
|
WNY Asset Management
Williamsville,
New York
|
$421K
|
+$6.39K
|
+20
|
+2%
|
|
|
2013
|
Mount Vernon Associates
Baltimore,
Maryland
|
$421K
|
-$8.31K
|
-26
|
-2%
|
|
|
2014
|
LJI Wealth Management
Indianapolis,
Indiana
|
$420K
|
+$6.39K
|
+20
|
+2%
|
|
|
2015
|
JB Capital
Wethersfield,
Connecticut
|
$419K
|
+$639
|
+2
|
+0.2%
|
|
|
2016
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$419K
|
+$63.6K
|
+199
|
+21%
|
|
|
2017
|
Silver Coast Investments
San Diego,
United States
|
$418K
|
-$20.1K
|
-63
|
-5%
|
|
|
2018
|
Winslow Asset Management
Beachwood,
Ohio
|
$418K
|
-$4.79K
|
-15
|
-1%
|
|
|
2019
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$417K
|
+$33.2K
|
+104
|
+10%
|
|
|
2020
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$416K
|
-$23.7K
|
-74
|
-6%
|
|
|
2021
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$416K
|
-$69.7K
|
-218
|
-16%
|
|
|
2022
|
Gradient Investments
Arden Hills,
Minnesota
|
$415K
|
-$974K
|
-3,047
|
-73%
|
|
|
2023
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$415K
|
+$1.28K
|
+4
|
+0.4%
|
|
|
2024
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$415K
|
+$362K
|
+1,133
|
New
|
|
|
2025
|
Financial Advisors
Andover,
Massachusetts
|
$414K
|
–
|
–
|
–
|
|
