|
2001
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$322K
|
-$42.4K
|
-112
|
-12%
|
|
|
2002
|
Confluence Investment Management
St. Louis,
Missouri
|
$320K
|
+$2.27K
|
+6
|
+0.7%
|
|
|
2003
|
James Investment Research
Alpha,
Ohio
|
$319K
|
-$270K
|
-715
|
-47%
|
|
|
2004
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$319K
|
-$129K
|
-340
|
-30%
|
|
|
2005
|
Private Management Group
Irvine,
California
|
$319K
|
-$1.13K
|
-3
|
-0.4%
|
|
|
2006
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$319K
|
+$5.67K
|
+15
|
+2%
|
|
|
2007
|
EWG Elevate
Roseville,
California
|
$318K
|
+$21.2K
|
+56
|
+7%
|
|
|
2008
|
Osterweis Capital Management
San Francisco,
California
|
$317K
|
+$303K
|
+800
|
New
|
|
|
2009
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$313K
|
-$378
|
-1
|
-0.1%
|
|
|
2010
|
Willis Johnson & Associates
Houston,
Texas
|
$311K
|
+$2.27K
|
+6
|
+0.8%
|
|
|
2011
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$310K
|
-$2.27K
|
-6
|
-0.8%
|
|
|
2012
|
Pacific Center for Financial Services
San Ramon,
California
|
$310K
|
+$1.13K
|
+3
|
+0.4%
|
|
|
2013
|
Pacifica Partners
Surrey,
Canada
|
$308K
|
–
|
–
|
–
|
|
|
2014
|
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
|
$307K
|
–
|
–
|
–
|
|
|
2015
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$306K
|
-$245K
|
-648
|
-46%
|
|
|
2016
|
Resource Management
Metairie,
Louisiana
|
$306K
|
-$228K
|
-603
|
-44%
|
|
|
2017
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$304K
|
+$378
|
+1
|
+0.1%
|
|
|
2018
|
Credit Agricole
Montrouge Cedex,
France
|
$304K
|
+$106K
|
+279
|
+57%
|
|
|
2019
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$303K
|
–
|
–
|
–
|
|
|
2020
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$302K
|
-$378
|
-1
|
-0.1%
|
|
|
2021
|
Clean Yield Group
Norwich,
Vermont
|
$302K
|
+$46.1K
|
+122
|
+19%
|
|
|
2022
|
Royal Fund Management
Lady Lake,
Florida
|
$301K
|
+$288K
|
+761
|
New
|
|
|
2023
|
Abner Herrman & Brock
Jersey City,
New Jersey
|
$300K
|
+$9.45K
|
+25
|
+3%
|
|
|
2024
|
L.J. Altfest & Co
New York
|
$299K
|
-$694K
|
-1,834
|
-71%
|
|
|
2025
|
Marcum Wealth
Cleveland,
Ohio
|
$298K
|
-$378
|
-1
|
-0.1%
|
|
