|
2001
|
PFG Advisors
Phoenix,
Arizona
|
$263K
|
+$273K
|
+2,760
|
New
|
|
|
2002
|
Somerset Trust
Somerset,
Pennsylvania
|
$261K
|
+$1.98K
|
+20
|
+0.7%
|
|
|
2003
|
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
|
$260K
|
-$1.88K
|
-19
|
-0.7%
|
|
|
2004
|
FirstPurpose Wealth
Orem,
Utah
|
$260K
|
+$11.2K
|
+113
|
+4%
|
|
|
2005
|
The Family Firm
Bethesda,
Maryland
|
$259K
|
+$1.19K
|
+12
|
+0.4%
|
|
|
2006
|
AlphaCentric Advisors
San Juan,
Puerto Rico
|
$258K
|
+$268K
|
+2,707
|
New
|
|
|
2007
|
SOA Wealth Advisors
New York
|
$257K
|
-$198
|
-2
|
-0.1%
|
|
|
2008
|
Beck Mack & Oliver
New York
|
$257K
|
–
|
–
|
–
|
|
|
2009
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$257K
|
–
|
–
|
–
|
|
|
2010
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$257K
|
+$1.58K
|
+16
|
+0.6%
|
|
|
2011
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$257K
|
+$267K
|
+2,699
|
New
|
|
|
2012
|
West Paces Advisors
Atlanta,
Georgia
|
$256K
|
+$2.97K
|
+30
|
+1%
|
|
|
2013
|
CCG Wealth Management
San Diego,
California
|
$256K
|
-$198
|
-2
|
-0.1%
|
|
|
2014
|
WealthBridge Capital Management
Westerville,
Ohio
|
$256K
|
–
|
–
|
–
|
|
|
2015
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$256K
|
+$1.39K
|
+14
|
+0.5%
|
|
|
2016
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$255K
|
-$51K
|
-515
|
-16%
|
|
|
2017
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$255K
|
-$3.76K
|
-38
|
-1%
|
|
|
2018
|
Carmel Capital Partners
San Diego,
California
|
$254K
|
–
|
–
|
–
|
|
|
2019
|
ETF Store
Overland Park,
Kansas
|
$254K
|
+$693
|
+7
|
+0.3%
|
|
|
2020
|
IFG Advisors
St. Louis,
Missouri
|
$254K
|
+$10.1K
|
+102
|
+4%
|
|
|
2021
|
Bridgefront Capital
Austin,
Texas
|
$254K
|
+$263K
|
+2,662
|
New
|
|
|
2022
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$253K
|
+$263K
|
+2,660
|
New
|
|
|
2023
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$252K
|
-$990
|
-10
|
-0.4%
|
|
|
2024
|
Crown Wealth Group
Charlotte,
North Carolina
|
$251K
|
-$792
|
-8
|
-0.3%
|
|
|
2025
|
Powell Investment Advisors
Miami,
Florida
|
$251K
|
–
|
–
|
–
|
|
