|
2001
|
E&G Advisors
Houston,
Texas
|
$941K
|
–
|
–
|
–
|
|
|
2002
|
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
|
$940K
|
+$128K
|
+275
|
+17%
|
|
|
2003
|
First American Bank
Dundee,
Illinois
|
$939K
|
+$885K
|
+1,902
|
New
|
|
|
2004
|
Essex LLC
Deer Park,
Illinois
|
$938K
|
-$11.6K
|
-25
|
-1%
|
|
|
2005
|
Cadinha & Co
Honolulu,
Hawaii
|
$936K
|
–
|
–
|
–
|
|
|
2006
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$932K
|
-$14K
|
-30
|
-2%
|
|
|
2007
|
Renasant Bank
Tupelo,
Mississippi
|
$931K
|
-$199K
|
-427
|
-18%
|
|
|
2008
|
Elyxium Wealth
San Mateo,
California
|
$929K
|
+$875K
|
+1,882
|
New
|
|
|
2009
|
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
|
$926K
|
-$1.4K
|
-3
|
-0.2%
|
|
|
2010
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$926K
|
–
|
–
|
–
|
|
|
2011
|
Washington Trust
Westerly,
Rhode Island
|
$923K
|
-$7.91K
|
-17
|
-0.9%
|
|
|
2012
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$922K
|
-$201K
|
-432
|
-19%
|
|
|
2013
|
Mission Creek Capital Partners
San Francisco,
California
|
$921K
|
-$23.7K
|
-51
|
-3%
|
|
|
2014
|
Lazari Capital Management
Woodland Hills,
California
|
$920K
|
-$15.3K
|
-33
|
-2%
|
|
|
2015
|
Peoples Bank (Kansas)
Pratt,
Kansas
|
$920K
|
–
|
–
|
–
|
|
|
2016
|
Sivia Capital Partners
Mill Valley,
California
|
$919K
|
+$81.4K
|
+175
|
+10%
|
|
|
2017
|
Solstein Capital
Menlo Park,
California
|
$918K
|
–
|
–
|
–
|
|
|
2018
|
Global Assets Advisory
Orlando,
Florida
|
$915K
|
+$857K
|
+1,843
|
New
|
|
|
2019
|
Van Den Berg Management I
Austin,
Texas
|
$910K
|
-$8.37K
|
-18
|
-1%
|
|
|
2020
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$910K
|
-$68.8K
|
-148
|
-7%
|
|
|
2021
|
Shufro Rose & Co
New York
|
$906K
|
–
|
–
|
–
|
|
|
2022
|
D.J. St. Germain
Springfield,
Massachusetts
|
$906K
|
-$5.12K
|
-11
|
-0.6%
|
|
|
2023
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$906K
|
+$12.6K
|
+27
|
+1%
|
|
|
2024
|
Kolinsky Wealth Management
Ramsey,
New Jersey
|
$905K
|
+$63.7K
|
+137
|
+8%
|
|
|
2025
|
Monument Capital Management
Alexandria,
Virginia
|
$904K
|
–
|
–
|
–
|
|
