|
2001
|
Norris Perne & French
Grand Rapids,
Michigan
|
$698K
|
-$688
|
-10
|
-0.1%
|
|
|
2002
|
Prentice Wealth Management
Rochester,
New York
|
$698K
|
+$13.1K
|
+191
|
+2%
|
|
|
2003
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$698K
|
-$21.8K
|
-317
|
-3%
|
|
|
2004
|
PGIM Custom Harvest
Newark,
New Jersey
|
$698K
|
+$688
|
+10
|
+0.1%
|
|
|
2005
|
China Universal Asset Management Company
Shanghai,
China
|
$697K
|
-$242K
|
-3,522
|
-25%
|
|
|
2006
|
Rossby Financial
Melbourne,
Florida
|
$696K
|
+$19.4K
|
+282
|
+3%
|
|
|
2007
|
Polen Capital Management
Boca Raton,
Florida
|
$696K
|
+$722K
|
+10,490
|
New
|
|
|
2008
|
Hardin Capital Partners
Greenville,
South Carolina
|
$696K
|
+$138
|
+2
|
+0%
|
|
|
2009
|
Institute for Wealth Management
Denver,
Colorado
|
$695K
|
+$16.3K
|
+237
|
+2%
|
|
|
2010
|
UHLMANN PRICE SECURITIES
Skokie,
Illinois
|
$694K
|
+$16.6K
|
+241
|
+2%
|
|
|
2011
|
Cullen Capital Management
New York
|
$692K
|
–
|
–
|
–
|
|
|
2012
|
Strata Wealth Advisors
Dallas,
Texas
|
$691K
|
+$168K
|
+2,437
|
+31%
|
|
|
2013
|
King Wealth Management Group
Naples,
Florida
|
$691K
|
+$551
|
+8
|
+0.1%
|
|
|
2014
|
Olistico Wealth
Tulsa,
Oklahoma
|
$689K
|
-$6.13K
|
-89
|
-0.8%
|
|
|
2015
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$689K
|
-$19.1K
|
-277
|
-3%
|
|
|
2016
|
L & S Advisors
Los Angeles,
California
|
$689K
|
-$1.1K
|
-16
|
-0.2%
|
|
|
2017
|
Triad Wealth Partners
Lawrence,
Kansas
|
$687K
|
+$39.2K
|
+569
|
+6%
|
|
|
2018
|
Hendley & Co
Zanesville,
Ohio
|
$685K
|
-$31K
|
-450
|
-4%
|
|
|
2019
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$684K
|
–
|
–
|
–
|
|
|
2020
|
MBA Advisors
Hermitage,
Pennsylvania
|
$684K
|
-$93K
|
-1,351
|
-12%
|
|
|
2021
|
Argent Capital Management
St Louis,
Missouri
|
$684K
|
–
|
–
|
–
|
|
|
2022
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$684K
|
+$50.9K
|
+740
|
+8%
|
|
|
2023
|
AGH Wealth Advisors
Wichita,
Kansas
|
$683K
|
+$58.1K
|
+844
|
+9%
|
|
|
2024
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$682K
|
-$15.8K
|
-229
|
-2%
|
|
|
2025
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$681K
|
+$486K
|
+7,063
|
+220%
|
|
