|
2001
|
Certuity
North Palm Beach,
Florida
|
$459K
|
-$127K
|
-206
|
-21%
|
|
|
2002
|
Centurion Wealth Management
Mclean,
Virginia
|
$458K
|
-$4.93K
|
-8
|
-1%
|
|
|
2003
|
Sigma Investment Counselors
Northville,
Michigan
|
$458K
|
–
|
–
|
–
|
|
|
2004
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$458K
|
+$6.16K
|
+10
|
+1%
|
|
|
2005
|
Waterloo Capital
Austin,
Texas
|
$457K
|
+$19.7K
|
+32
|
+4%
|
|
|
2006
|
Oak Grove Capital
North Hampton,
New Hampshire
|
$456K
|
-$62.2K
|
-101
|
-12%
|
|
|
2007
|
Journey Beyond Wealth
Roswell,
Georgia
|
$456K
|
-$92.4K
|
-150
|
-17%
|
|
|
2008
|
Lummis Asset Management
Fort Worth,
Texas
|
$455K
|
–
|
–
|
–
|
|
|
2009
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$454K
|
-$67.1K
|
-109
|
-13%
|
|
|
2010
|
Gentry Private Wealth
Wichita,
Kansas
|
$454K
|
-$54.2K
|
-88
|
-10%
|
|
|
2011
|
STAR Financial Bank
Fort Wayne,
Indiana
|
$453K
|
-$29K
|
-47
|
-6%
|
|
|
2012
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$453K
|
-$14.8K
|
-24
|
-3%
|
|
|
2013
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$453K
|
–
|
–
|
–
|
|
|
2014
|
Aries Wealth Management
Portland,
Maine
|
$452K
|
–
|
–
|
–
|
|
|
2015
|
Lake Hills Wealth Management
Austin,
Texas
|
$451K
|
+$460K
|
+746
|
New
|
|
|
2016
|
Perkins Coie Trust Company
Seattle,
Washington
|
$451K
|
–
|
–
|
–
|
|
|
2017
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$451K
|
-$22.8K
|
-37
|
-5%
|
|
|
2018
|
Clearstead Trust
Portland,
Maine
|
$451K
|
–
|
–
|
–
|
|
|
2019
|
Circle Wealth Management
Summit,
New Jersey
|
$450K
|
+$459K
|
+745
|
New
|
|
|
2020
|
Realta Investment Advisors
Wilmington,
Delaware
|
$450K
|
-$1.85K
|
-3
|
-0.4%
|
|
|
2021
|
North Dallas Bank & Trust
Dallas,
Texas
|
$450K
|
-$12.3K
|
-20
|
-3%
|
|
|
2022
|
Ducere Wealth Management
Newport Beach,
California
|
$449K
|
+$9.86K
|
+16
|
+2%
|
|
|
2023
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$449K
|
+$458K
|
+743
|
New
|
|
|
2024
|
E Fund Management
Guangzhou,
China
|
$448K
|
+$457K
|
+742
|
New
|
|
|
2025
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$448K
|
–
|
–
|
–
|
|
