|
2001
|
Calton & Associates
Tampa,
Florida
|
$568K
|
-$5.52K
|
-94
|
-0.9%
|
|
|
2002
|
Towerpoint Wealth
Sacramento,
California
|
$568K
|
+$36K
|
+614
|
+1%
|
|
|
2003
|
Merriman Wealth Management
Seattle,
Washington
|
$568K
|
+$49.2K
|
+839
|
+9%
|
|
|
2004
|
Clarity Wealth Advisors
San Jose,
California
|
$567K
|
+$17.8K
|
+304
|
+3%
|
|
|
2005
|
Klingman & Associates
New York
|
$567K
|
+$37.3K
|
+636
|
+7%
|
|
|
2006
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$567K
|
+$39.7K
|
+676
|
+7%
|
|
|
2007
|
Hutchinson Capital Management
San Rafael,
California
|
$566K
|
-$12.3K
|
-209
|
-2%
|
|
|
2008
|
Pin Oak Investment Advisors
Houston,
Texas
|
$561K
|
-$8.8K
|
-150
|
-1%
|
|
|
2009
|
Ulysses Management
New York
|
$561K
|
+$293K
|
+5,000
|
+100%
|
|
|
2010
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$560K
|
-$53K
|
-903
|
-8%
|
|
|
2011
|
1900 Wealth Management
San Antonio,
Texas
|
$559K
|
+$23K
|
+392
|
+4%
|
|
|
2012
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$558K
|
-$90K
|
-1,534
|
-13%
|
|
|
2013
|
EPG Wealth Management
Atlanta,
Georgia
|
$558K
|
+$136K
|
+2,313
|
+30%
|
|
|
2014
|
Jones Financial Companies
Des Peres,
Missouri
|
$557K
|
-$94.7K
|
-1,614
|
-14%
|
|
|
2015
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$556K
|
-$17.5K
|
-298
|
-3%
|
|
|
2016
|
One Wealth Advisors
San Francisco,
California
|
$555K
|
+$280K
|
+4,764
|
+93%
|
|
|
2017
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$553K
|
+$34K
|
+580
|
+6%
|
|
|
2018
|
Rede Wealth
Charlottesville,
Virginia
|
$553K
|
+$122K
|
+2,084
|
+27%
|
|
|
2019
|
Security National Bank
Omaha,
Nebraska
|
$552K
|
–
|
–
|
–
|
|
|
2020
|
VisionPoint Advisory Group
Dallas,
Texas
|
$549K
|
+$470
|
+8
|
+0.1%
|
|
|
2021
|
Weil Company
San Diego,
California
|
$547K
|
-$25.1K
|
-428
|
-4%
|
|
|
2022
|
Westover Capital Advisors
Wilmington,
Delaware
|
$547K
|
-$8.8K
|
-150
|
-2%
|
|
|
2023
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$547K
|
-$4.4K
|
-75
|
-0.8%
|
|
|
2024
|
Act Wealth Management
Plano,
Texas
|
$546K
|
-$14K
|
-239
|
-2%
|
|
|
2025
|
Gradient Capital Advisors
San Diego,
California
|
$546K
|
+$47.8K
|
+814
|
+9%
|
|
