|
2001
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$1.09M
|
+$12.8K
|
+172
|
+1%
|
|
|
2002
|
Aspen Wealth Strategies
Arvada,
Colorado
|
$1.09M
|
-$148
|
-2
|
-0%
|
|
|
2003
|
Promethium Advisors
Bethesda,
Maryland
|
$1.09M
|
-$9.28K
|
-125
|
-0.9%
|
|
|
2004
|
BOS Asset Management
Springfield,
Illinois
|
$1.08M
|
+$9.94K
|
+134
|
+1%
|
|
|
2005
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$1.08M
|
-$26.5K
|
-357
|
-2%
|
|
|
2006
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$1.08M
|
-$607K
|
-8,183
|
-37%
|
|
|
2007
|
Severin Investments
St. Louis,
Missouri
|
$1.08M
|
+$4.38K
|
+59
|
+0.4%
|
|
|
2008
|
Autumn Glory Partners
Dallas,
Texas
|
$1.08M
|
+$50.4K
|
+679
|
+5%
|
|
|
2009
|
Endeavor Private Wealth
Topeka,
Kansas
|
$1.08M
|
+$3.49K
|
+47
|
+0.3%
|
|
|
2010
|
MFA Wealth Services
Thousand Oaks,
California
|
$1.08M
|
+$112K
|
+1,510
|
+12%
|
|
|
2011
|
Beaton Management Company
Haverhill,
Massachusetts
|
$1.08M
|
–
|
–
|
–
|
|
|
2012
|
Monetta Financial Services
Wheaton,
Illinois
|
$1.08M
|
–
|
–
|
–
|
|
|
2013
|
USA Financial Formulas
Ada,
Michigan
|
$1.08M
|
-$1.8M
|
-24,265
|
-63%
|
|
|
2014
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$1.07M
|
-$4.9K
|
-66
|
-0.5%
|
|
|
2015
|
US Asset Management LLC
Pittsburgh,
Pennsylvania
|
$1.07M
|
-$9.79K
|
-132
|
-0.9%
|
|
|
2016
|
World Equity Group
Schaumburg,
Illinois
|
$1.07M
|
+$2.89K
|
+39
|
+0.3%
|
|
|
2017
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$1.07M
|
+$34.7K
|
+468
|
+3%
|
|
|
2018
|
Beto Financial Group
Boise,
Idaho
|
$1.07M
|
+$984K
|
+13,256
|
New
|
|
|
2019
|
Simon Quick Advisors
Morristown,
New Jersey
|
$1.07M
|
+$62.2K
|
+838
|
+6%
|
|
|
2020
|
Campion Asset Management
Falls Church,
Virginia
|
$1.07M
|
-$21K
|
-283
|
-2%
|
|
|
2021
|
Washington Trust Bank
Spokane,
Washington
|
$1.06M
|
+$47K
|
+633
|
+5%
|
|
|
2022
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$1.06M
|
-$23.3K
|
-314
|
-2%
|
|
|
2023
|
Harmony Asset Management
Scottsdale,
Arizona
|
$1.06M
|
+$2.15K
|
+29
|
+0.2%
|
|
|
2024
|
TCM Advisors
Martinsburg,
West Virginia
|
$1.06M
|
–
|
–
|
–
|
|
|
2025
|
Brucke Financial
Indianapolis,
Indiana
|
$1.06M
|
-$101K
|
-1,356
|
-9%
|
|
