|
2001
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$352K
|
–
|
–
|
–
|
|
|
2002
|
Diamant Asset Management
Ridgefield,
Connecticut
|
$352K
|
–
|
–
|
–
|
|
|
2003
|
Florida Financial Advisors
Tampa,
Florida
|
$352K
|
+$15.8K
|
+66
|
+5%
|
|
|
2004
|
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
$351K
|
-$2.4K
|
-10
|
-0.7%
|
|
|
2005
|
Orleans Capital Management
Mandeville,
Louisiana
|
$350K
|
+$139K
|
+578
|
+66%
|
|
|
2006
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$350K
|
–
|
–
|
–
|
|
|
2007
|
Stembrook Asset Management
Red Bank,
New Jersey
|
$348K
|
+$347K
|
+1,444
|
New
|
|
|
2008
|
Purus Wealth Management
Newport Beach,
California
|
$347K
|
+$480
|
+2
|
+0.1%
|
|
|
2009
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$346K
|
-$86K
|
-358
|
-20%
|
|
|
2010
|
PKS Advisory Services
Albany,
New York
|
$346K
|
-$45.6K
|
-190
|
-12%
|
|
|
2011
|
Tandem Investment Advisors
Charleston,
South Carolina
|
$346K
|
+$127K
|
+530
|
+59%
|
|
|
2012
|
44 Wealth Management
Eugene,
Oregon
|
$345K
|
-$12.2K
|
-51
|
-3%
|
|
|
2013
|
Proactive Wealth Strategies
Marietta,
Georgia
|
$344K
|
+$1.68K
|
+7
|
+0.5%
|
|
|
2014
|
Client 1st Advisory Group
Dunedin,
Florida
|
$342K
|
-$6K
|
-25
|
-2%
|
|
|
2015
|
Clean Yield Group
Norwich,
Vermont
|
$342K
|
–
|
–
|
–
|
|
|
2016
|
Wilkins Miller Wealth Management
Mobile,
Alabama
|
$342K
|
-$5.28K
|
-22
|
-2%
|
|
|
2017
|
Riverbend Wealth Management
Myrtle Beach,
South Carolina
|
$342K
|
-$11.5K
|
-48
|
-3%
|
|
|
2018
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$341K
|
+$1.2K
|
+5
|
+0.4%
|
|
|
2019
|
Garrison Point Advisors
Walnut Creek,
California
|
$340K
|
–
|
–
|
–
|
|
|
2020
|
Oldfather Financial Services
Kearney,
Nebraska
|
$340K
|
-$5.28K
|
-22
|
-2%
|
|
|
2021
|
Financiere des Professionnels
Montreal,
Quebec, Canada
|
$340K
|
+$338K
|
+1,409
|
New
|
|
|
2022
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$338K
|
–
|
–
|
–
|
|
|
2023
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$337K
|
-$384K
|
-1,601
|
-53%
|
|
|
2024
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$337K
|
-$312K
|
-1,300
|
-48%
|
|
|
2025
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$337K
|
–
|
–
|
–
|
|
