|
2001
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$312K
|
+$1.12K
|
+13
|
+0.4%
|
|
|
2002
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$311K
|
-$21.9K
|
-253
|
-7%
|
|
|
2003
|
Solitude Financial Services
Charlottesville,
Virginia
|
$310K
|
-$3.46K
|
-40
|
-1%
|
|
|
2004
|
Affinity Capital Advisors
Berkeley,
California
|
$310K
|
–
|
–
|
–
|
|
|
2005
|
Curi Wealth Management
Raleigh,
North Carolina
|
$309K
|
+$778
|
+9
|
+0.3%
|
|
|
2006
|
NTB Financial
Centennial,
Colorado
|
$309K
|
+$286K
|
+3,308
|
New
|
|
|
2007
|
Sustainable Insight Capital Management
New York
|
$308K
|
-$1.18M
|
-13,671
|
-81%
|
|
|
2008
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$308K
|
-$61.7K
|
-714
|
-18%
|
|
|
2009
|
Investors Financial Group
Plymouth,
Minnesota
|
$308K
|
-$1.56K
|
-18
|
-0.5%
|
|
|
2010
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$308K
|
–
|
–
|
–
|
|
|
2011
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$308K
|
–
|
–
|
–
|
|
|
2012
|
Five Oceans Advisors
Santa Monica,
California
|
$308K
|
+$86
|
+1
|
+0%
|
|
|
2013
|
Portland Global Advisors
Portland,
Maine
|
$306K
|
-$34.6K
|
-400
|
-11%
|
|
|
2014
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$306K
|
+$7.78K
|
+90
|
+3%
|
|
|
2015
|
Brown Advisory Securities
Baltimore,
Maryland
|
$305K
|
–
|
–
|
–
|
|
|
2016
|
MTM Investment Management
Spartanburg,
South Carolina
|
$305K
|
–
|
–
|
–
|
|
|
2017
|
Spearhead Capital Advisors
Wellington,
Florida
|
$304K
|
-$5.96K
|
-69
|
-2%
|
|
|
2018
|
Trinity Financial Advisors
Columbus,
Ohio
|
$304K
|
–
|
–
|
–
|
|
|
2019
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$303K
|
-$212K
|
-2,449
|
-43%
|
|
|
2020
|
Leisure Capital Management
Costa Mesa,
California
|
$302K
|
-$3.2K
|
-37
|
-1%
|
|
|
2021
|
New World Advisors
Hingham,
Massachusetts
|
$301K
|
–
|
–
|
–
|
|
|
2022
|
Riverview Trust Company
Vancouver,
Washington
|
$301K
|
–
|
–
|
–
|
|
|
2023
|
North Star Asset Management
Neenah,
Wisconsin
|
$300K
|
-$2.59K
|
-30
|
-0.9%
|
|
|
2024
|
SNS Financial Group
Minneapolis,
Minnesota
|
$299K
|
+$3.63K
|
+42
|
+1%
|
|
|
2025
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$298K
|
-$13.8K
|
-160
|
-5%
|
|
