|
2001
|
Golden State Wealth Management
Santa Ana,
California
|
$644K
|
+$307K
|
+5,139
|
+91%
|
|
|
2002
|
Opes Wealth Management
Menlo Park,
California
|
$642K
|
+$287K
|
+4,806
|
+81%
|
|
|
2003
|
Perritt Capital Management
Chicago,
Illinois
|
$640K
|
-$97K
|
-1,622
|
-13%
|
|
|
2004
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$638K
|
-$40.7K
|
-681
|
-6%
|
|
|
2005
|
Weil Company
San Diego,
California
|
$637K
|
-$39.5K
|
-660
|
-6%
|
|
|
2006
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$634K
|
+$40.8K
|
+682
|
+7%
|
|
|
2007
|
Echo Street Capital Management
New York
|
$634K
|
+$634K
|
+10,599
|
New
|
|
|
2008
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$630K
|
-$14.2K
|
-237
|
-2%
|
|
|
2009
|
Merriman Wealth Management
Seattle,
Washington
|
$629K
|
-$318K
|
-5,315
|
-34%
|
|
|
2010
|
Family Management
New York
|
$625K
|
-$4.9K
|
-82
|
-0.8%
|
|
|
2011
|
WealthShield Partners
Cary,
North Carolina
|
$625K
|
+$255K
|
+4,265
|
+69%
|
|
|
2012
|
Quest Investment Management
Lake Oswego,
Oregon
|
$622K
|
–
|
–
|
–
|
|
|
2013
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$621K
|
-$5.86K
|
-98
|
-0.9%
|
|
|
2014
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$621K
|
+$16.7K
|
+280
|
+3%
|
|
|
2015
|
Adero Partners
Pleasanton,
California
|
$620K
|
-$48.6K
|
-812
|
-7%
|
|
|
2016
|
First Command Bank
Fort Worth,
Texas
|
$620K
|
-$13.9K
|
-233
|
-2%
|
|
|
2017
|
First Command Financial Services
Fort Worth,
Texas
|
$620K
|
-$13.9K
|
-233
|
-2%
|
|
|
2018
|
First National Bank of South Miami
South Miami,
Florida
|
$620K
|
+$6.58K
|
+110
|
+1%
|
|
|
2019
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$618K
|
-$20.8K
|
-348
|
-3%
|
|
|
2020
|
Nadler Financial Group
Deerfield,
Illinois
|
$618K
|
-$4.6K
|
-77
|
-0.7%
|
|
|
2021
|
LifePro Asset Management
San Diego,
California
|
$615K
|
+$615K
|
+10,284
|
New
|
|
|
2022
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$612K
|
+$14.5K
|
+243
|
+2%
|
|
|
2023
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$611K
|
+$1.32K
|
+22
|
+0.2%
|
|
|
2024
|
|
$609K
|
-$153K
|
-2,557
|
-20%
|
|
|
2025
|
Westover Capital Advisors
Wilmington,
Delaware
|
$609K
|
–
|
–
|
–
|
|
