|
2001
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$252K
|
–
|
–
|
–
|
|
|
2002
|
Wade Financial Advisory
Campbell,
California
|
$252K
|
+$224K
|
+2,329
|
New
|
|
|
2003
|
GLOBALT Investments
Atlanta,
Georgia
|
$252K
|
+$224K
|
+2,327
|
New
|
|
|
2004
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$251K
|
-$3.37K
|
-35
|
-1%
|
|
|
2005
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$251K
|
+$223K
|
+2,318
|
New
|
|
|
2006
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$250K
|
+$386
|
+4
|
+0.2%
|
|
|
2007
|
Sonoma Private Wealth
Sonoma,
California
|
$250K
|
+$223K
|
+2,309
|
New
|
|
|
2008
|
Raymond James Trust Company of New Hampshire
Portsmouth,
New Hampshire
|
$250K
|
+$386
|
+4
|
+0.2%
|
|
|
2009
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$247K
|
-$14.2K
|
-147
|
-6%
|
|
|
2010
|
Kaydan Wealth Management
Fenton,
Michigan
|
$247K
|
+$4.43K
|
+46
|
+2%
|
|
|
2011
|
Madrona Financial Services
Everett,
Washington
|
$247K
|
-$19.2K
|
-199
|
-8%
|
|
|
2012
|
Meridian Wealth Advisors
Austin,
Texas
|
$246K
|
+$193
|
+2
|
+0.1%
|
|
|
2013
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$246K
|
+$4.53K
|
+47
|
+2%
|
|
|
2014
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$246K
|
+$32K
|
+332
|
+17%
|
|
|
2015
|
Scotia Capital
Toronto,
Ontario, Canada
|
$245K
|
+$6.84K
|
+71
|
+3%
|
|
|
2016
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$243K
|
-$26K
|
-270
|
-11%
|
|
|
2017
|
Private Capital Management (Florida)
Naples,
Florida
|
$243K
|
+$216K
|
+2,244
|
New
|
|
|
2018
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$242K
|
-$86.4K
|
-897
|
-29%
|
|
|
2019
|
Ausdal Financial Partners
Davenport,
Iowa
|
$242K
|
-$22.2K
|
-230
|
-9%
|
|
|
2020
|
Gries Financial
Cleveland,
Ohio
|
$242K
|
+$216K
|
+2,239
|
New
|
|
|
2021
|
BNC Wealth Management
Beaverton,
Oregon
|
$242K
|
+$9.93K
|
+103
|
+5%
|
|
|
2022
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$242K
|
+$7.42K
|
+77
|
+4%
|
|
|
2023
|
Clearstead Trust
Portland,
Maine
|
$241K
|
+$13.8K
|
+143
|
+7%
|
|
|
2024
|
Partners in Financial Planning
Salem,
Virginia
|
$241K
|
+$289
|
+3
|
+0.1%
|
|
|
2025
|
CWA Asset Management Group
Naples,
Florida
|
$241K
|
+$214K
|
+2,222
|
New
|
|
