|
2001
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$342K
|
–
|
–
|
–
|
|
|
2002
|
Dimension Capital Management
Coral Gables,
Florida
|
$341K
|
–
|
–
|
–
|
|
|
2003
|
J. Stern & Co
London,
United Kingdom
|
$341K
|
–
|
–
|
–
|
|
|
2004
|
Crestmont Private Wealth
Houston,
Texas
|
$340K
|
+$22K
|
+46
|
+7%
|
|
|
2005
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$340K
|
+$957
|
+2
|
+0.3%
|
|
|
2006
|
Summit Wealth Partners
Orlando,
Florida
|
$340K
|
-$3.83K
|
-8
|
-1%
|
|
|
2007
|
TrueWealth Advisors
Birmingham,
Alabama
|
$340K
|
-$1.91K
|
-4
|
-0.6%
|
|
|
2008
|
High Falls Advisors
Rochester,
New York
|
$340K
|
-$87.6K
|
-183
|
-21%
|
|
|
2009
|
Portfolio Strategies
Monsey,
New York
|
$339K
|
-$479
|
-1
|
-0.1%
|
|
|
2010
|
Paradigm Asset Management
New York
|
$339K
|
-$47.9K
|
-100
|
-13%
|
|
|
2011
|
Peoples Bank (Kansas)
Pratt,
Kansas
|
$339K
|
-$38.3K
|
-80
|
-10%
|
|
|
2012
|
Wolverine Asset Management
Chicago,
Illinois
|
$339K
|
+$335K
|
+700
|
New
|
|
|
2013
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$336K
|
-$78K
|
-163
|
-19%
|
|
|
2014
|
Saratoga Research & Investment Management
Saratoga,
California
|
$336K
|
–
|
–
|
–
|
|
|
2015
|
DecisionMap Wealth Management
Great Falls,
Virginia
|
$335K
|
-$101K
|
-212
|
-23%
|
|
|
2016
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$335K
|
-$7.18K
|
-15
|
-2%
|
|
|
2017
|
GM Advisory Group
Melville,
New York
|
$334K
|
+$330K
|
+690
|
New
|
|
|
2018
|
Y.D. More Investments
Ramat Gan,
Israel
|
$333K
|
–
|
–
|
–
|
|
|
2019
|
49 Wealth Management
Austin,
Texas
|
$331K
|
+$4.79K
|
+10
|
+1%
|
|
|
2020
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$331K
|
–
|
–
|
–
|
|
|
2021
|
Family Management
New York
|
$330K
|
-$59.8K
|
-125
|
-15%
|
|
|
2022
|
First Bancorp
Damariscotta,
Maine
|
$330K
|
–
|
–
|
–
|
|
|
2023
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$330K
|
+$77K
|
+161
|
+31%
|
|
|
2024
|
CDKV Holdings
Denver,
Colorado
|
$330K
|
+$326K
|
+682
|
New
|
|
|
2025
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$329K
|
-$1.09M
|
-2,274
|
-77%
|
|
