|
2001
|
Albion Financial Group
Salt Lake City,
Utah
|
$72.9K
|
–
|
–
|
–
|
|
|
2002
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$72.5K
|
-$129K
|
-854
|
-66%
|
|
|
2003
|
Optiver Holding
Amsterdam,
Netherlands
|
$72.2K
|
+$67.6K
|
+446
|
New
|
|
|
2004
|
True Wealth Design
Akron,
Ohio
|
$72K
|
-$54.9K
|
-362
|
-45%
|
|
|
2005
|
Meramec Financial Planners
Saint Louis,
Missouri
|
$71.3K
|
–
|
–
|
–
|
|
|
2006
|
McDonald Partners
Cleveland,
Ohio
|
$71.2K
|
+$66.7K
|
+440
|
New
|
|
|
2007
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$70.9K
|
–
|
–
|
–
|
|
|
2008
|
Hartford Financial Management
Hartford,
Connecticut
|
$70.3K
|
-$606
|
-4
|
-0.9%
|
|
|
2009
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$69.9K
|
-$2.12K
|
-14
|
-3%
|
|
|
2010
|
Dunhill Financial
London,
United Kingdom
|
$69.7K
|
+$1.21K
|
+8
|
+2%
|
|
|
2011
|
Owl Creek Wealth Partners
Denver,
Colorado
|
$69K
|
+$18K
|
+119
|
+39%
|
|
|
2012
|
Field & Main Bank
Henderson,
Kentucky
|
$68.8K
|
–
|
–
|
–
|
|
|
2013
|
Delta Asset Management
Memphis,
Tennessee
|
$67.4K
|
–
|
–
|
–
|
|
|
2014
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$66.9K
|
-$48.5K
|
-320
|
-44%
|
|
|
2015
|
Bernard Wealth Management
Royal Oak,
Michigan
|
$65.7K
|
–
|
–
|
–
|
|
|
2016
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$65.7K
|
+$3.18K
|
+21
|
+5%
|
|
|
2017
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$65.4K
|
–
|
–
|
–
|
|
|
2018
|
Steph & Co
Marinette,
Wisconsin
|
$64.8K
|
–
|
–
|
–
|
|
|
2019
|
Vision Financial Markets
Stamford,
Connecticut
|
$64.4K
|
–
|
–
|
–
|
|
|
2020
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$64.3K
|
-$591K
|
-3,896
|
-91%
|
|
|
2021
|
Anchor Bay Capital
Carlsbad,
California
|
$63.7K
|
+$53.1K
|
+350
|
New
|
|
|
2022
|
Prosperity Bancshares
Houston,
Texas
|
$63.3K
|
–
|
–
|
–
|
|
|
2023
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$62.8K
|
–
|
–
|
–
|
|
|
2024
|
Salomon & Ludwin
Richmond,
Virginia
|
$62.7K
|
+$17.1K
|
+113
|
+41%
|
|
|
2025
|
Centerpoint Advisors
Needham,
Massachusetts
|
$61K
|
-$15.2K
|
-100
|
-21%
|
|
