|
2001
|
Liberty Capital Management
Birmingham,
Michigan
|
$249K
|
+$248K
|
+1,964
|
New
|
|
|
2002
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$248K
|
-$4.42K
|
-35
|
-2%
|
|
|
2003
|
World Equity Group
Schaumburg,
Illinois
|
$247K
|
-$3.53K
|
-28
|
-1%
|
|
|
2004
|
|
$246K
|
+$101K
|
+804
|
+70%
|
|
|
2005
|
tru Independence
Portland,
Oregon
|
$246K
|
+$2.14K
|
+17
|
+0.9%
|
|
|
2006
|
Alphadyne Asset Management
New York
|
$246K
|
-$201K
|
-1,594
|
-45%
|
|
|
2007
|
Planned Solutions
Folsom,
California
|
$245K
|
+$7.57K
|
+60
|
+3%
|
|
|
2008
|
Eagle Strategies
New York
|
$245K
|
+$883
|
+7
|
+0.4%
|
|
|
2009
|
Elevation Wealth Partners
Santa Rosa,
California
|
$245K
|
+$21.7K
|
+172
|
+10%
|
|
|
2010
|
Semus Wealth Partners
Boca Raton,
Florida
|
$245K
|
+$2.02K
|
+16
|
+0.8%
|
|
|
2011
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$244K
|
-$43.3K
|
-343
|
-15%
|
|
|
2012
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$243K
|
-$3.91K
|
-31
|
-2%
|
|
|
2013
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$243K
|
+$883
|
+7
|
+0.4%
|
|
|
2014
|
Leelyn Smith
Geneva,
Illinois
|
$243K
|
+$5.55K
|
+44
|
+2%
|
|
|
2015
|
SYM Financial Corp
Winona Lake,
Indiana
|
$243K
|
+$242K
|
+1,919
|
New
|
|
|
2016
|
Meridian Financial
Holliston,
Massachusetts
|
$242K
|
–
|
–
|
–
|
|
|
2017
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$241K
|
-$7.95K
|
-63
|
-3%
|
|
|
2018
|
J.W. Burns & Co
Dewitt,
New York
|
$241K
|
+$883
|
+7
|
+0.4%
|
|
|
2019
|
Second Half Financial Partners
Sebring,
Florida
|
$241K
|
+$12.9K
|
+102
|
+6%
|
|
|
2020
|
Hamilton Capital
Columbus,
Ohio
|
$240K
|
+$41.1K
|
+326
|
+21%
|
|
|
2021
|
McLean Asset Management
Tysons,
Virginia
|
$240K
|
-$2.65K
|
-21
|
-1%
|
|
|
2022
|
Armstrong Fleming & Moore
Washington,
District of Columbia
|
$240K
|
–
|
–
|
–
|
|
|
2023
|
Havemeyer Place
Greenwich,
Connecticut
|
$240K
|
+$239K
|
+1,893
|
New
|
|
|
2024
|
Founders Financial Securities
Towson,
Maryland
|
$239K
|
+$44.4K
|
+352
|
+23%
|
|
|
2025
|
Waterfront Wealth
Overland Park,
Kansas
|
$239K
|
+$240K
|
+1,903
|
New
|
|
