|
2001
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$984K
|
+$545
|
+3
|
+0.1%
|
|
|
2002
|
Pinion Investment Advisors
Wichita,
Kansas
|
$983K
|
+$42.3K
|
+233
|
+4%
|
|
|
2003
|
Ballast Advisors
Woodbury,
Minnesota
|
$982K
|
+$369K
|
+2,034
|
+54%
|
|
|
2004
|
Meag Munich Ergo
Munich,
Germany
|
$982K
|
+$748K
|
+4,119
|
+245%
|
|
|
2005
|
Alpha Family Trust
Los Angeles,
California
|
$981K
|
-$400K
|
-2,205
|
-28%
|
|
|
2006
|
Iams Wealth Management
Omaha,
Nebraska
|
$980K
|
+$1.05M
|
+5,786
|
New
|
|
|
2007
|
Sterling Investment Counsel
Buffalo,
New York
|
$979K
|
-$49.4K
|
-272
|
-4%
|
|
|
2008
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$978K
|
-$17.3K
|
-95
|
-2%
|
|
|
2009
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$977K
|
+$1.05M
|
+5,767
|
New
|
|
|
2010
|
Carr Financial Group
Worcester,
Massachusetts
|
$977K
|
+$40.3K
|
+222
|
+4%
|
|
|
2011
|
West Bancorporation
West Des Moines,
Iowa
|
$976K
|
+$2K
|
+11
|
+0.2%
|
|
|
2012
|
Franklin Street Advisors
Chapel Hill,
North Carolina
|
$973K
|
+$54.5K
|
+300
|
+6%
|
|
|
2013
|
United Bank (Virginia)
Vienna,
Virginia
|
$970K
|
-$76.8K
|
-423
|
-7%
|
|
|
2014
|
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
|
$969K
|
+$14.2K
|
+78
|
+1%
|
|
|
2015
|
CEDRUS
Littleton,
Colorado
|
$968K
|
-$89K
|
-490
|
-8%
|
|
|
2016
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$968K
|
-$5.63K
|
-31
|
-0.5%
|
|
|
2017
|
River Street Advisors
Aurora,
Illinois
|
$966K
|
+$35.8K
|
+197
|
+4%
|
|
|
2018
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$965K
|
+$30.3K
|
+167
|
+3%
|
|
|
2019
|
XTX Topco
George Town,
Cayman Islands
|
$963K
|
+$1.03M
|
+5,683
|
New
|
|
|
2020
|
NWAM LLC
Mercer Island,
Washington
|
$961K
|
-$734K
|
-4,040
|
-42%
|
|
|
2021
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$958K
|
+$12.2K
|
+67
|
+1%
|
|
|
2022
|
Southland Equity Partners
Wildwood,
Missouri
|
$954K
|
+$21.4K
|
+118
|
+2%
|
|
|
2023
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$953K
|
–
|
–
|
–
|
|
|
2024
|
T. Rowe Price Investment Management
Baltimore,
Maryland
|
$953K
|
+$389K
|
+2,140
|
+61%
|
|
|
2025
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$952K
|
-$30.7K
|
-169
|
-3%
|
|
