|
2001
|
Retirement Planning Group (New York)
Malta,
New York
|
$212K
|
+$1.99K
|
+33
|
+0.9%
|
|
|
2002
|
SNS Financial Group
Minneapolis,
Minnesota
|
$212K
|
-$2.9K
|
-48
|
-1%
|
|
|
2003
|
Members Trust
Tampa,
Florida
|
$211K
|
-$26.2K
|
-434
|
-11%
|
|
|
2004
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$211K
|
-$24.2K
|
-400
|
-10%
|
|
|
2005
|
Northeast Investment Management
Boston,
Massachusetts
|
$211K
|
–
|
–
|
–
|
|
|
2006
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$211K
|
–
|
–
|
–
|
|
|
2007
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$210K
|
-$25.1K
|
-416
|
-10%
|
|
|
2008
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$210K
|
+$1.81K
|
+30
|
+0.8%
|
|
|
2009
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$210K
|
-$6.94K
|
-115
|
-3%
|
|
|
2010
|
Union Savings Bank
Litchfield,
Connecticut
|
$210K
|
+$220K
|
+3,637
|
New
|
|
|
2011
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$210K
|
+$10.8K
|
+179
|
+5%
|
|
|
2012
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$209K
|
-$1.81K
|
-30
|
-0.8%
|
|
|
2013
|
JSF Financial
Los Angeles,
California
|
$209K
|
+$725
|
+12
|
+0.3%
|
|
|
2014
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$208K
|
-$28.5K
|
-472
|
-12%
|
|
|
2015
|
NWF Advisory Services
Los Angeles,
California
|
$208K
|
-$34.6K
|
-573
|
-14%
|
|
|
2016
|
Benin Management Corp
Wilton,
Connecticut
|
$208K
|
–
|
–
|
–
|
|
|
2017
|
M. Kraus & Co
Shelburne,
Vermont
|
$208K
|
–
|
–
|
–
|
|
|
2018
|
Smith Partners Wealth Management
Greensboro,
North Carolina
|
$208K
|
+$217K
|
+3,600
|
New
|
|
|
2019
|
Emergent Wealth Advisors
Williamsville,
New York
|
$208K
|
-$4.53K
|
-75
|
-2%
|
|
|
2020
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$207K
|
-$3.02K
|
-50
|
-1%
|
|
|
2021
|
Invesco LLC (Illinois)
Des Plaines,
Illinois
|
$207K
|
–
|
–
|
–
|
|
|
2022
|
Shum Financial Group
Alameda,
California
|
$206K
|
-$16.1K
|
-266
|
-7%
|
|
|
2023
|
Aries Wealth Management
Portland,
Maine
|
$206K
|
–
|
–
|
–
|
|
|
2024
|
Wealth Advisors of Tampa Bay
Tampa,
Florida
|
$206K
|
-$3.2K
|
-53
|
-1%
|
|
|
2025
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$206K
|
-$58.1K
|
-963
|
-22%
|
|
