|
2001
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
$820K
|
+$634K
|
+2,423
|
+501%
|
|
|
2002
|
L.K. Benson & Company
Baltimore,
Maryland
|
$818K
|
–
|
–
|
–
|
|
|
2003
|
Paradigm Capital Management Inc
Albany,
New York
|
$818K
|
–
|
–
|
–
|
|
|
2004
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$818K
|
+$103K
|
+394
|
+16%
|
|
|
2005
|
Sawyer & Company
Boston,
Massachusetts
|
$817K
|
+$71.2K
|
+272
|
+11%
|
|
|
2006
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$815K
|
+$26.2K
|
+100
|
+4%
|
|
|
2007
|
Tyche Wealth Partners
Plano,
Texas
|
$814K
|
+$6.81K
|
+26
|
+0.9%
|
|
|
2008
|
Abich Financial Wealth Management
Ashburn,
Virginia
|
$813K
|
+$754K
|
+2,882
|
New
|
|
|
2009
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$813K
|
–
|
–
|
–
|
|
|
2010
|
Harvey Investment Company
Louisville,
Kentucky
|
$813K
|
–
|
–
|
–
|
|
|
2011
|
Broadway Wealth Solutions
San Antonio,
Texas
|
$812K
|
+$126K
|
+481
|
+20%
|
|
|
2012
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$811K
|
-$35.6K
|
-136
|
-5%
|
|
|
2013
|
|
$810K
|
+$751K
|
+2,868
|
+286,800%
|
|
|
2014
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$809K
|
+$524
|
+2
|
+0.1%
|
|
|
2015
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$809K
|
+$6.54K
|
+25
|
+0.9%
|
|
|
2016
|
AmeriFlex Group
Las Vegas,
Nevada
|
$808K
|
+$566K
|
+2,163
|
+309%
|
|
|
2017
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$808K
|
–
|
–
|
–
|
|
|
2018
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$807K
|
–
|
–
|
–
|
|
|
2019
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$807K
|
–
|
–
|
–
|
|
|
2020
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$805K
|
-$42.1K
|
-161
|
-5%
|
|
|
2021
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$804K
|
-$54.4K
|
-208
|
-7%
|
|
|
2022
|
Ceera Investments
Bellaire,
Texas
|
$804K
|
-$1.32M
|
-5,033
|
-64%
|
|
|
2023
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$803K
|
-$303K
|
-1,158
|
-29%
|
|
|
2024
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$803K
|
-$198K
|
-756
|
-21%
|
|
|
2025
|
Novare Capital Management
Charlotte,
North Carolina
|
$801K
|
+$11.8K
|
+45
|
+2%
|
|
