|
2001
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$355K
|
+$1.61K
|
+11
|
+0.4%
|
|
|
2002
|
First Community Trust
Dubuque,
Iowa
|
$354K
|
–
|
–
|
–
|
|
|
2003
|
Stonebridge Financial Group (Missouri)
St. Louis,
Missouri
|
$354K
|
-$876
|
-6
|
-0.2%
|
|
|
2004
|
Tidemark
San Diego,
California
|
$353K
|
+$236K
|
+1,619
|
+144%
|
|
|
2005
|
OneAscent Family Office
Birmingham,
Alabama
|
$352K
|
+$26.9K
|
+184
|
+7%
|
|
|
2006
|
Mirabella Financial Services
London,
United Kingdom
|
$352K
|
+$399K
|
+2,735
|
New
|
|
|
2007
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$351K
|
+$81.4K
|
+558
|
+26%
|
|
|
2008
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$351K
|
+$5.11K
|
+35
|
+1%
|
|
|
2009
|
Brookwood Investment Group
Phoenix,
Arizona
|
$351K
|
+$3.36K
|
+23
|
+0.9%
|
|
|
2010
|
Register Financial Advisors
Atlanta,
Georgia
|
$351K
|
-$28.2K
|
-193
|
-7%
|
|
|
2011
|
Kennedy Investment Group
West Depford,
New Jersey
|
$350K
|
+$11.5K
|
+79
|
+3%
|
|
|
2012
|
Fayez Sarofim & Co
Houston,
Texas
|
$350K
|
+$9.49K
|
+65
|
+2%
|
|
|
2013
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$350K
|
-$10.1K
|
-69
|
-2%
|
|
|
2014
|
JGP Wealth Management
Bend,
Oregon
|
$348K
|
-$2.92K
|
-20
|
-0.7%
|
|
|
2015
|
Facet Wealth Inc
Baltimore,
Maryland
|
$346K
|
+$185K
|
+1,265
|
+89%
|
|
|
2016
|
City National Bank of Florida
Miami,
Florida
|
$346K
|
+$121K
|
+832
|
+45%
|
|
|
2017
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$346K
|
+$115K
|
+790
|
+42%
|
|
|
2018
|
MFA Wealth Services
Thousand Oaks,
California
|
$345K
|
-$39.3K
|
-269
|
-9%
|
|
|
2019
|
Delta Investment Management
San Francisco,
California
|
$344K
|
-$6.13K
|
-42
|
-2%
|
|
|
2020
|
United Community Bank
Greenville,
South Carolina
|
$344K
|
-$4.09K
|
-28
|
-1%
|
|
|
2021
|
McMillan Office
St. Clair Shores,
Michigan
|
$344K
|
–
|
–
|
–
|
|
|
2022
|
Tompkins Financial
Ithaca,
New York
|
$341K
|
–
|
–
|
–
|
|
|
2023
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$341K
|
-$48.5K
|
-332
|
-11%
|
|
|
2024
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$341K
|
+$209K
|
+1,435
|
New
|
|
|
2025
|
DeDora Capital
Napa,
California
|
$341K
|
–
|
–
|
–
|
|
