|
2001
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$257K
|
–
|
–
|
–
|
|
|
2002
|
Segment Wealth Management
Houston,
Texas
|
$257K
|
+$267K
|
+5,819
|
New
|
|
|
2003
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$257K
|
+$267K
|
+5,818
|
New
|
|
|
2004
|
Arkfeld Wealth Strategies
Omaha,
Nebraska
|
$257K
|
-$36.9K
|
-805
|
-17%
|
|
|
2005
|
CVA Family Office
Denver,
Colorado
|
$256K
|
+$90.6K
|
+1,976
|
+52%
|
|
|
2006
|
Ashton Thomas Securities
Rochester,
New York
|
$256K
|
+$12K
|
+262
|
+5%
|
|
|
2007
|
Legacy Capital Group California
Los Gatos,
California
|
$255K
|
-$330K
|
-7,203
|
-55%
|
|
|
2008
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$255K
|
-$2.02K
|
-44
|
-0.8%
|
|
|
2009
|
Granite Investment Partners
El Segundo,
California
|
$254K
|
–
|
–
|
–
|
|
|
2010
|
Secure Asset Management
Troy,
Michigan
|
$254K
|
-$42.5K
|
-927
|
-14%
|
|
|
2011
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$254K
|
+$264K
|
+5,758
|
New
|
|
|
2012
|
Financial Harvest
Winter Park,
Florida
|
$254K
|
-$9.58K
|
-209
|
-4%
|
|
|
2013
|
Nemes Rush Group
Novi,
Michigan
|
$253K
|
+$2.29K
|
+50
|
+0.9%
|
|
|
2014
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$253K
|
-$18.3K
|
-400
|
-9%
|
|
|
2015
|
Five Oceans Advisors
Santa Monica,
California
|
$253K
|
+$2.66K
|
+58
|
+1%
|
|
|
2016
|
DSM Capital Partners
Palm Beach Gardens,
Florida
|
$253K
|
-$105K
|
-2,287
|
-29%
|
|
|
2017
|
Apriem Advisors
Irvine,
California
|
$252K
|
+$2.57K
|
+56
|
+1%
|
|
|
2018
|
Trillium Asset Management
Boston,
Massachusetts
|
$252K
|
-$11.2K
|
-245
|
-4%
|
|
|
2019
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$252K
|
-$8.16K
|
-178
|
-3%
|
|
|
2020
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$250K
|
-$428K
|
-9,334
|
-62%
|
|
|
2021
|
IPG Investment Advisors
San Diego,
California
|
$250K
|
–
|
–
|
–
|
|
|
2022
|
Whitford Management
New York
|
$250K
|
+$260K
|
+5,670
|
New
|
|
|
2023
|
Nixon Peabody Trust
Boston,
Massachusetts
|
$250K
|
+$9.9K
|
+216
|
+4%
|
|
|
2024
|
Fort Point Capital Partners
San Francisco,
California
|
$250K
|
+$3.44K
|
+75
|
+1%
|
|
|
2025
|
Pioneer Trust Bank
Salem,
Oregon
|
$250K
|
+$259K
|
+5,660
|
New
|
|
