|
2001
|
Destination Wealth Management
Walnut Creek,
California
|
$237K
|
+$240K
|
+1,183
|
New
|
|
|
2002
|
Aire Advisors
Beverly Hills,
California
|
$236K
|
-$6.7K
|
-33
|
-3%
|
|
|
2003
|
Financial Engines Advisors
Santa Clara,
California
|
$236K
|
-$67.4K
|
-332
|
-22%
|
|
|
2004
|
River Street Advisors
Aurora,
Illinois
|
$235K
|
–
|
–
|
–
|
|
|
2005
|
Carlson Capital Management
Northfield,
Minnesota
|
$235K
|
-$4.88K
|
-24
|
-2%
|
|
|
2006
|
State of Wyoming
Cheyenne,
Wyoming
|
$234K
|
+$40.2K
|
+198
|
+20%
|
|
|
2007
|
Crumly & Associates
Springfield,
Illinois
|
$234K
|
-$1.22K
|
-6
|
-0.5%
|
|
|
2008
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$234K
|
+$8.13K
|
+40
|
+4%
|
|
|
2009
|
Solidarity Wealth
Lehi,
Utah
|
$233K
|
+$237K
|
+1,165
|
New
|
|
|
2010
|
New Republic Capital
Charlotte,
North Carolina
|
$233K
|
+$24.8K
|
+122
|
+12%
|
|
|
2011
|
CGN Advisors
Manhattan,
Kansas
|
$232K
|
–
|
–
|
–
|
|
|
2012
|
Alpha Financial Partners
Lexington,
Kentucky
|
$232K
|
-$7.52K
|
-37
|
-3%
|
|
|
2013
|
Phocas Financial Corp
Alameda,
California
|
$232K
|
-$217K
|
-1,070
|
-48%
|
|
|
2014
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$232K
|
+$20.3K
|
+100
|
+9%
|
|
|
2015
|
Ted Buchan & Co
San Diego,
California
|
$232K
|
+$21.3K
|
+105
|
+10%
|
|
|
2016
|
|
$232K
|
+$236K
|
+1,160
|
New
|
|
|
2017
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$231K
|
-$3.25K
|
-16
|
-1%
|
|
|
2018
|
Schear Investment Advisers
Cincinnati,
Ohio
|
$231K
|
-$43.1K
|
-212
|
-15%
|
|
|
2019
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$230K
|
-$1.22K
|
-6
|
-0.5%
|
|
|
2020
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$230K
|
–
|
–
|
–
|
|
|
2021
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$230K
|
–
|
–
|
–
|
|
|
2022
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$229K
|
+$1.83K
|
+9
|
+0.8%
|
|
|
2023
|
|
$229K
|
-$3.66K
|
-18
|
-2%
|
|
|
2024
|
Callan Capital
La Jolla,
California
|
$229K
|
–
|
–
|
–
|
|
|
2025
|
Freedom Investment Management
Hartford,
Connecticut
|
$228K
|
-$6.91K
|
-34
|
-3%
|
|
