|
2001
|
BNC Wealth Management
Beaverton,
Oregon
|
$1.58M
|
-$61.9K
|
-169
|
-4%
|
|
|
2002
|
|
$1.58M
|
-$27.1K
|
-74
|
-2%
|
|
|
2003
|
CrossGen Wealth
Greenville,
North Carolina
|
$1.58M
|
+$1.68M
|
+4,594
|
New
|
|
|
2004
|
Saxon Interests
Houston,
Texas
|
$1.58M
|
+$115K
|
+314
|
+7%
|
|
|
2005
|
Harvest Investment Advisors
Tallahassee,
Florida
|
$1.58M
|
+$95.2K
|
+260
|
+6%
|
|
|
2006
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$1.57M
|
-$753K
|
-2,055
|
-31%
|
|
|
2007
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$1.56M
|
-$256K
|
-699
|
-4%
|
|
|
2008
|
Byrne Asset Management
Kingston,
New Jersey
|
$1.56M
|
-$22.7K
|
-62
|
-1%
|
|
|
2009
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$1.56M
|
+$132K
|
+361
|
+10%
|
|
|
2010
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$1.56M
|
+$6.59K
|
+18
|
+0.4%
|
|
|
2011
|
LifeSteps Financial
Claremont,
California
|
$1.56M
|
-$56.8K
|
-155
|
-3%
|
|
|
2012
|
Constant Guidance Financial
Attleboro Falls,
Massachusetts
|
$1.56M
|
+$33K
|
+90
|
+2%
|
|
|
2013
|
Chemistry Wealth Management
New York
|
$1.55M
|
-$17.2K
|
-47
|
-1%
|
|
|
2014
|
Leo Wealth LLC
Hurst,
Texas
|
$1.55M
|
+$1.24M
|
+3,392
|
+303%
|
|
|
2015
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$1.55M
|
-$268K
|
-731
|
-14%
|
|
|
2016
|
Ally Financial
Detroit,
Michigan
|
$1.55M
|
+$1.65M
|
+4,500
|
New
|
|
|
2017
|
Trust Company of the South
Greensboro,
North Carolina
|
$1.55M
|
+$95.2K
|
+260
|
+6%
|
|
|
2018
|
YANKCOM Partnership
Yankton,
South Dakota
|
$1.55M
|
+$165K
|
+451
|
+11%
|
|
|
2019
|
Doliver Advisors
Houston,
Texas
|
$1.54M
|
+$162K
|
+441
|
+11%
|
|
|
2020
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$1.54M
|
+$19K
|
+52
|
+1%
|
|
|
2021
|
Lakeside Advisors
Seattle,
Washington
|
$1.54M
|
-$73.3K
|
-200
|
-4%
|
|
|
2022
|
Bank OZK
Little Rock,
Arkansas
|
$1.54M
|
-$106K
|
-290
|
-6%
|
|
|
2023
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$1.54M
|
-$130K
|
-356
|
-7%
|
|
|
2024
|
Invera Wealth Advisors
Bend,
Oregon
|
$1.53M
|
-$30.4K
|
-83
|
-2%
|
|
|
2025
|
AIMZ Investment Advisors
Los Altos,
California
|
$1.53M
|
–
|
–
|
–
|
|
