|
2001
|
Richardson Financial Services
Medway,
Massachusetts
|
$196K
|
-$2.24K
|
-16
|
-1%
|
|
|
2002
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$195K
|
–
|
–
|
–
|
|
|
2003
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$191K
|
-$99.4K
|
-710
|
-34%
|
|
|
2004
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$188K
|
–
|
–
|
–
|
|
|
2005
|
Financial Avengers
Oakland,
California
|
$186K
|
+$1.12K
|
+8
|
+0.6%
|
|
|
2006
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$184K
|
+$42K
|
+300
|
+29%
|
|
|
2007
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$182K
|
-$980
|
-7
|
-0.5%
|
|
|
2008
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$181K
|
–
|
–
|
–
|
|
|
2009
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$177K
|
+$178K
|
+1,269
|
New
|
|
|
2010
|
REAP Financial Group
Austin,
Texas
|
$171K
|
+$16.7K
|
+119
|
+11%
|
|
|
2011
|
Eukles Asset Management
Cincinnati,
Ohio
|
$170K
|
-$3.22K
|
-23
|
-2%
|
|
|
2012
|
Estabrook Capital Management
New York
|
$169K
|
+$2.24K
|
+16
|
+1%
|
|
|
2013
|
Golden State Wealth Management
Santa Ana,
California
|
$169K
|
+$2.66K
|
+19
|
+2%
|
|
|
2014
|
Financiere des Professionnels
Montreal,
Quebec, Canada
|
$167K
|
-$5.06M
|
-36,150
|
-97%
|
|
|
2015
|
Richardson Capital Management
Menomonee Falls,
Wisconsin
|
$167K
|
–
|
–
|
–
|
|
|
2016
|
|
$167K
|
–
|
–
|
–
|
|
|
2017
|
Webster Bank
Waterbury,
Connecticut
|
$165K
|
+$43.6K
|
+311
|
+36%
|
|
|
2018
|
Avalon Trust
Santa Fe,
New Mexico
|
$159K
|
-$2.52K
|
-18
|
-2%
|
|
|
2019
|
Elevation Wealth Partners
Santa Rosa,
California
|
$157K
|
-$17.5K
|
-125
|
-10%
|
|
|
2020
|
TrustBank
Olney,
Illinois
|
$155K
|
+$2.24K
|
+16
|
+1%
|
|
|
2021
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$154K
|
–
|
–
|
–
|
|
|
2022
|
Destiny Wealth Partners
Tavares,
Florida
|
$154K
|
+$155K
|
+1,105
|
New
|
|
|
2023
|
Caldwell Trust
Venice,
Florida
|
$152K
|
–
|
–
|
–
|
|
|
2024
|
Rialto Wealth Management
Syracuse,
New York
|
$149K
|
+$3.64K
|
+26
|
+2%
|
|
|
2025
|
Opal Wealth Advisors
Jericho,
New York
|
$149K
|
+$149K
|
+1,066
|
New
|
|
