|
2001
|
Belmont Capital
Los Angeles,
California
|
$244K
|
+$246K
|
+5,507
|
New
|
|
|
2002
|
Oxford Financial Group
Carmel,
Indiana
|
$243K
|
-$203K
|
-4,552
|
-45%
|
|
|
2003
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$243K
|
-$29K
|
-650
|
-11%
|
|
|
2004
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$243K
|
-$24.2K
|
-543
|
-9%
|
|
|
2005
|
Bank of Hawaii
Honolulu,
Hawaii
|
$243K
|
+$5.22K
|
+117
|
+2%
|
|
|
2006
|
Integrity Financial
Cheyenne,
Wyoming
|
$243K
|
–
|
–
|
–
|
|
|
2007
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$241K
|
-$3.35K
|
-75
|
-1%
|
|
|
2008
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$241K
|
+$75.3K
|
+1,686
|
+45%
|
|
|
2009
|
Wallace Advisory Group
Lafayette,
California
|
$241K
|
+$12.7K
|
+285
|
+5%
|
|
|
2010
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$240K
|
-$33.2K
|
-744
|
-12%
|
|
|
2011
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$240K
|
+$20.3K
|
+454
|
+9%
|
|
|
2012
|
Verum Partners
Charlotte,
North Carolina
|
$240K
|
+$242K
|
+5,411
|
New
|
|
|
2013
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$239K
|
-$357
|
-8
|
-0.1%
|
|
|
2014
|
MJP Associates
Farmington,
Connecticut
|
$239K
|
+$6.61K
|
+148
|
+3%
|
|
|
2015
|
Fulcrum Capital
Seattle,
Washington
|
$238K
|
–
|
–
|
–
|
|
|
2016
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$238K
|
–
|
–
|
–
|
|
|
2017
|
Pzena Investment Management
New York
|
$238K
|
-$64K
|
-1,433
|
-21%
|
|
|
2018
|
Integral Investment Advisors
Turlock,
California
|
$238K
|
+$239K
|
+5,357
|
New
|
|
|
2019
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$237K
|
-$64.7K
|
-1,450
|
-21%
|
|
|
2020
|
Optimum Investment Advisors
Chicago,
Illinois
|
$237K
|
+$26.2K
|
+586
|
+12%
|
|
|
2021
|
Camden National Bank
Camden,
Maine
|
$236K
|
-$2.86K
|
-64
|
-1%
|
|
|
2022
|
Bosun Asset Management
Chicago,
Illinois
|
$236K
|
-$42K
|
-941
|
-15%
|
|
|
2023
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$235K
|
+$45
|
+1
|
+0%
|
|
|
2024
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$235K
|
–
|
–
|
–
|
|
|
2025
|
Bouchey Financial Group
Troy,
New York
|
$235K
|
-$9.02K
|
-202
|
-4%
|
|
