|
2001
|
Stone Summit Wealth
Miami,
Florida
|
$215K
|
-$14.8K
|
-176
|
-6%
|
|
|
2002
|
United Bank (Virginia)
Vienna,
Virginia
|
$215K
|
–
|
–
|
–
|
|
|
2003
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$215K
|
+$14.6K
|
+174
|
+6%
|
|
|
2004
|
Kraft Asset Management
Nashville,
Tennessee
|
$215K
|
+$242K
|
+2,889
|
New
|
|
|
2005
|
|
$214K
|
+$188K
|
+2,242
|
+349%
|
|
|
2006
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$214K
|
-$21.9K
|
-261
|
-8%
|
|
|
2007
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$213K
|
–
|
–
|
–
|
|
|
2008
|
Massachusetts Financial Services
Boston,
Massachusetts
|
$213K
|
-$18.5K
|
-221
|
-7%
|
|
|
2009
|
Legacy Bridge
West Des Moines,
Iowa
|
$213K
|
–
|
–
|
–
|
|
|
2010
|
SignalPoint Asset Management
Springfield,
Missouri
|
$212K
|
-$8.3K
|
-99
|
-3%
|
|
|
2011
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$212K
|
+$18.5K
|
+221
|
+8%
|
|
|
2012
|
TrueWealth Advisors
Birmingham,
Alabama
|
$212K
|
+$239K
|
+2,847
|
New
|
|
|
2013
|
Clay Northam Wealth Management
Huntington Beach,
California
|
$211K
|
–
|
–
|
–
|
|
|
2014
|
Sutton Wealth Advisors
Tampa,
Florida
|
$211K
|
-$123K
|
-1,463
|
-34%
|
|
|
2015
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$210K
|
-$7.21K
|
-86
|
-3%
|
|
|
2016
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$210K
|
+$237K
|
+2,828
|
New
|
|
|
2017
|
Wimmer Associates 1
Pasadena,
California
|
$210K
|
+$4.19K
|
+50
|
+2%
|
|
|
2018
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$210K
|
-$4.19K
|
-50
|
-2%
|
|
|
2019
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$210K
|
-$30.9K
|
-369
|
-12%
|
|
|
2020
|
The Family Firm
Bethesda,
Maryland
|
$209K
|
+$1.34K
|
+16
|
+0.6%
|
|
|
2021
|
Pacific Sage Partners
Edmonds,
Washington
|
$209K
|
-$21.6K
|
-257
|
-8%
|
|
|
2022
|
Summit Securities Group
New York
|
$209K
|
-$1.06M
|
-12,610
|
-82%
|
|
|
2023
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$209K
|
+$9.06K
|
+108
|
+4%
|
|
|
2024
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$208K
|
+$234K
|
+2,785
|
New
|
|
|
2025
|
|
$207K
|
-$353K
|
-4,204
|
-60%
|
|
