|
2001
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$273K
|
–
|
–
|
–
|
|
|
2002
|
Eaton Financial Holdings
Coral Springs,
Florida
|
$271K
|
+$319
|
+3
|
+0.1%
|
|
|
2003
|
Fairman Group
Chesterbrook,
Pennsylvania
|
$271K
|
-$2.97K
|
-28
|
-1%
|
|
|
2004
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$270K
|
+$205K
|
+1,927
|
+372%
|
|
|
2005
|
Terril Brothers
St. Louis,
Missouri
|
$270K
|
–
|
–
|
–
|
|
|
2006
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$269K
|
-$10.8K
|
-102
|
-4%
|
|
|
2007
|
Peak Planning Group
Centennial,
Colorado
|
$269K
|
+$44.1K
|
+415
|
+21%
|
|
|
2008
|
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
|
$267K
|
-$16.9K
|
-159
|
-6%
|
|
|
2009
|
MB Generational Wealth
Spokane,
Washington
|
$266K
|
+$4.04K
|
+38
|
+2%
|
|
|
2010
|
Cohen Klingenstein
New York
|
$265K
|
–
|
–
|
–
|
|
|
2011
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$265K
|
–
|
–
|
–
|
|
|
2012
|
Sonoma Private Wealth
Sonoma,
California
|
$265K
|
+$9.13K
|
+86
|
+4%
|
|
|
2013
|
Heritage Financial Services
Westwood,
Massachusetts
|
$264K
|
-$121K
|
-1,144
|
-32%
|
|
|
2014
|
4J Wealth Management
Alexandria,
Virginia
|
$263K
|
-$41.2K
|
-388
|
-14%
|
|
|
2015
|
Schnieders Capital Management
Pasadena,
California
|
$261K
|
–
|
–
|
–
|
|
|
2016
|
City State Bank
Norwalk,
Iowa
|
$261K
|
–
|
–
|
–
|
|
|
2017
|
LVW Advisors
Pittsford,
New York
|
$260K
|
-$9.03K
|
-85
|
-3%
|
|
|
2018
|
Forthright Family Wealth Advisory
Houston,
Texas
|
$259K
|
+$249K
|
+2,345
|
New
|
|
|
2019
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$259K
|
-$4.85M
|
-45,703
|
-95%
|
|
|
2020
|
Investmark Advisory Group
Shelton,
Connecticut
|
$259K
|
+$849
|
+8
|
+0.3%
|
|
|
2021
|
FCG Investment Company
Germantown,
Tennessee
|
$259K
|
+$51.7K
|
+487
|
+26%
|
|
|
2022
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$258K
|
+$174K
|
+1,635
|
+231%
|
|
|
2023
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$258K
|
–
|
–
|
–
|
|
|
2024
|
GLOBALT Investments
Atlanta,
Georgia
|
$257K
|
–
|
–
|
–
|
|
|
2025
|
Kaydan Wealth Management
Fenton,
Michigan
|
$257K
|
+$4.14K
|
+39
|
+2%
|
|
