|
2001
|
Destination Wealth Management
Walnut Creek,
California
|
$298K
|
+$14.1K
|
+156
|
+5%
|
|
|
2002
|
Doheny Asset Management
Los Angeles,
California
|
$297K
|
+$6.68K
|
+74
|
+2%
|
|
|
2003
|
Gold Investment Management
Edmonton,
Alberta, Canada
|
$297K
|
+$9.3K
|
+103
|
+4%
|
|
|
2004
|
Center for Financial Planning
Southfied,
Michigan
|
$297K
|
-$542
|
-6
|
-0.2%
|
|
|
2005
|
LGT Group Foundation
Vaduz,
Liechtenstein
|
$296K
|
–
|
–
|
–
|
|
|
2006
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$296K
|
+$181
|
+2
|
+0.1%
|
|
|
2007
|
Eudaimonia Advisors
Winchester,
Tennessee
|
$295K
|
-$69.4K
|
-769
|
-20%
|
|
|
2008
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$294K
|
-$113K
|
-1,250
|
-29%
|
|
|
2009
|
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
|
$292K
|
+$27.1K
|
+300
|
+11%
|
|
|
2010
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$292K
|
-$141K
|
-1,557
|
-34%
|
|
|
2011
|
Owen LaRue
Elizabethtown,
Kentucky
|
$291K
|
-$14.2K
|
-157
|
-5%
|
|
|
2012
|
Colony Family Offices
Charlotte,
North Carolina
|
$291K
|
+$269K
|
+2,979
|
New
|
|
|
2013
|
Lokken Investment Group
Lewes,
Delaware
|
$290K
|
-$4.51K
|
-50
|
-2%
|
|
|
2014
|
Accredited Investors
Edina,
Minnesota
|
$290K
|
+$4.33K
|
+48
|
+2%
|
|
|
2015
|
Investmark Advisory Group
Shelton,
Connecticut
|
$290K
|
+$2.62K
|
+29
|
+1%
|
|
|
2016
|
Optiver Holding
Amsterdam,
Netherlands
|
$289K
|
+$268K
|
+2,964
|
New
|
|
|
2017
|
Fortem Financial Group
Palm Desert,
California
|
$289K
|
-$23.8K
|
-264
|
-8%
|
|
|
2018
|
Horan Securities
Cincinnati,
United States
|
$288K
|
+$542
|
+6
|
+0.2%
|
|
|
2019
|
Armstrong Fleming & Moore
Washington,
District of Columbia
|
$288K
|
–
|
–
|
–
|
|
|
2020
|
Meeder Asset Management
Dublin,
Ohio
|
$287K
|
+$14.3K
|
+158
|
+6%
|
|
|
2021
|
Sivia Capital Partners
Mill Valley,
California
|
$287K
|
+$542
|
+6
|
+0.2%
|
|
|
2022
|
Coho Partners
Berwyn,
Pennsylvania
|
$287K
|
–
|
–
|
–
|
|
|
2023
|
Element Wealth
Ridgeland,
Mississippi
|
$286K
|
-$6.59K
|
-73
|
-2%
|
|
|
2024
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$285K
|
–
|
–
|
–
|
|
|
2025
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
$285K
|
+$264K
|
+2,921
|
New
|
|
