|
2001
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$222K
|
-$30.8K
|
-270
|
-13%
|
|
|
2002
|
Strategic Wealth Partners
Independence,
Ohio
|
$222K
|
+$199K
|
+1,744
|
New
|
|
|
2003
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$221K
|
–
|
–
|
–
|
|
|
2004
|
TCP Asset Management
Columbus,
Ohio
|
$221K
|
+$198K
|
+1,736
|
New
|
|
|
2005
|
KFA Private Wealth Group
Tysons,
Virginia
|
$221K
|
+$198K
|
+1,735
|
New
|
|
|
2006
|
Sunflower Bank
Dallas,
Texas
|
$220K
|
+$198K
|
+1,732
|
New
|
|
|
2007
|
Goepper Burkhardt
Greenville,
South Carolina
|
$220K
|
-$342
|
-3
|
-0.2%
|
|
|
2008
|
|
$220K
|
+$27.5K
|
+241
|
+16%
|
|
|
2009
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$220K
|
+$197K
|
+1,727
|
New
|
|
|
2010
|
Kaydan Wealth Management
Fenton,
Michigan
|
$219K
|
+$197K
|
+1,723
|
New
|
|
|
2011
|
PFS Partners
Mine Hill,
New Jersey
|
$219K
|
+$913
|
+8
|
+0.5%
|
|
|
2012
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$219K
|
+$196K
|
+1,720
|
New
|
|
|
2013
|
Hendershot Investments
Centreville,
Virginia
|
$218K
|
–
|
–
|
–
|
|
|
2014
|
Jackson Square Capital
San Francisco,
California
|
$218K
|
+$195K
|
+1,709
|
New
|
|
|
2015
|
Acorn Creek Capital
Fort Collins,
Colorado
|
$217K
|
-$26.2K
|
-230
|
-12%
|
|
|
2016
|
Highlander Capital Management
Short Hills,
New Jersey
|
$217K
|
–
|
–
|
–
|
|
|
2017
|
Seelaus Asset Management
Chatham,
New Jersey
|
$217K
|
+$194K
|
+1,705
|
New
|
|
|
2018
|
One Day In July LLC
Burlington,
Vermont
|
$217K
|
+$194K
|
+1,701
|
New
|
|
|
2019
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$217K
|
+$194K
|
+1,701
|
New
|
|
|
2020
|
Optimum Investment Advisors
Chicago,
Illinois
|
$216K
|
-$11.4K
|
-100
|
-6%
|
|
|
2021
|
Eagle Strategies
New York
|
$216K
|
+$194K
|
+1,698
|
New
|
|
|
2022
|
Nikulski Financial
Bettendorf,
Iowa
|
$215K
|
+$193K
|
+1,688
|
New
|
|
|
2023
|
Chelsea Counsel Company
Los Angeles,
California
|
$214K
|
-$2.28K
|
-20
|
-1%
|
|
|
2024
|
Liberty Wealth Management
Oakland,
California
|
$214K
|
+$192K
|
+1,682
|
New
|
|
|
2025
|
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
|
$214K
|
+$191K
|
+1,678
|
New
|
|
