|
2001
|
Sittner & Nelson
Eugene,
Oregon
|
$135K
|
-$4.88K
|
-12
|
-4%
|
|
|
2002
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$134K
|
-$52K
|
-128
|
-29%
|
|
|
2003
|
TCTC Holdings
Dallas,
Texas
|
$133K
|
–
|
–
|
–
|
|
|
2004
|
West Branch Capital
Amherst,
Massachusetts
|
$129K
|
-$36.2K
|
-89
|
-23%
|
|
|
2005
|
MUFG Securities EMEA
London,
United Kingdom
|
$126K
|
-$102K
|
-250
|
-46%
|
|
|
2006
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$123K
|
-$107K
|
-263
|
-48%
|
|
|
2007
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$123K
|
+$406
|
+1
|
+0.3%
|
|
|
2008
|
Stephens Consulting
Flint,
Michigan
|
$114K
|
-$40.6K
|
-100
|
-27%
|
|
|
2009
|
TFC Financial Management
Boston,
Massachusetts
|
$113K
|
+$93.5K
|
+230
|
+697%
|
|
|
2010
|
PSI Advisors
Tampa,
Florida
|
$111K
|
-$163K
|
-400
|
-61%
|
|
|
2011
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$111K
|
+$105K
|
+259
|
New
|
|
|
2012
|
One Wealth Advisors
San Francisco,
California
|
$108K
|
+$102K
|
+252
|
New
|
|
|
2013
|
PFG Private Wealth Management
Lutz,
Florida
|
$108K
|
-$5.69K
|
-14
|
-5%
|
|
|
2014
|
Lee Financial
Dallas,
Texas
|
$106K
|
–
|
–
|
–
|
|
|
2015
|
Tradewinds Capital Management
Bellingham,
Washington
|
$105K
|
–
|
–
|
–
|
|
|
2016
|
Oakmont Corp
Los Angeles,
California
|
$104K
|
–
|
–
|
–
|
|
|
2017
|
Financial Perspectives
Minneapolis,
Minnesota
|
$103K
|
–
|
–
|
–
|
|
|
2018
|
Gradient Investments
Arden Hills,
Minnesota
|
$101K
|
+$5.28K
|
+13
|
+6%
|
|
|
2019
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$98.4K
|
+$19.5K
|
+48
|
+27%
|
|
|
2020
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$96K
|
–
|
–
|
–
|
|
|
2021
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$94K
|
–
|
–
|
–
|
|
|
2022
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$92.7K
|
–
|
–
|
–
|
|
|
2023
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$89K
|
–
|
–
|
–
|
|
|
2024
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$88K
|
+$813
|
+2
|
+1%
|
|
|
2025
|
Seldon Capital
San Francisco,
California
|
$87K
|
–
|
–
|
–
|
|
