|
2001
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$262K
|
–
|
–
|
–
|
|
|
2002
|
Buckhead Capital Management
Atlanta,
Georgia
|
$260K
|
–
|
–
|
–
|
|
|
2003
|
Corrado Advisors
Ramsey,
New Jersey
|
$260K
|
–
|
–
|
–
|
|
|
2004
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$260K
|
–
|
–
|
–
|
|
|
2005
|
Burleson & Co
Petaluma,
California
|
$260K
|
+$202
|
+1
|
+0.1%
|
|
|
2006
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$260K
|
+$267K
|
+1,321
|
New
|
|
|
2007
|
First Wilshire Securities Management
Pasadena,
California
|
$259K
|
–
|
–
|
–
|
|
|
2008
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$258K
|
-$15.9K
|
-79
|
-6%
|
|
|
2009
|
Credit Agricole
Montrouge Cedex,
France
|
$257K
|
-$14.9K
|
-74
|
-5%
|
|
|
2010
|
J.W. Burns & Co
Dewitt,
New York
|
$256K
|
–
|
–
|
–
|
|
|
2011
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$256K
|
+$404
|
+2
|
+0.2%
|
|
|
2012
|
Sutton Wealth Advisors
Tampa,
Florida
|
$255K
|
-$606
|
-3
|
-0.2%
|
|
|
2013
|
Evoke Wealth
Los Angeles,
California
|
$255K
|
–
|
–
|
–
|
|
|
2014
|
Ranch Capital Advisors
Sarasota,
Florida
|
$255K
|
–
|
–
|
–
|
|
|
2015
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$255K
|
+$34.3K
|
+170
|
+15%
|
|
|
2016
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$254K
|
–
|
–
|
–
|
|
|
2017
|
Guardian Financial Partners
Orange,
California
|
$254K
|
+$260K
|
+1,290
|
New
|
|
|
2018
|
Wisconsin Capital Management
Madison,
Wisconsin
|
$253K
|
–
|
–
|
–
|
|
|
2019
|
Somerset Trust
Somerset,
Pennsylvania
|
$253K
|
+$260K
|
+1,287
|
New
|
|
|
2020
|
GenWealth Group
Maplewood,
New Jersey
|
$252K
|
-$12.7K
|
-63
|
-5%
|
|
|
2021
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$252K
|
–
|
–
|
–
|
|
|
2022
|
Somerset Group
Wayzata,
Minnesota
|
$252K
|
–
|
–
|
–
|
|
|
2023
|
Financial Advisors
Andover,
Massachusetts
|
$250K
|
-$36.7K
|
-182
|
-13%
|
|
|
2024
|
Concentric Wealth Management
Lafayette,
California
|
$250K
|
-$4.24K
|
-21
|
-2%
|
|
|
2025
|
Profit Investment Management
North Bethesda,
Maryland
|
$250K
|
–
|
–
|
–
|
|
