|
2001
|
Wealth Effects
Boston,
Massachusetts
|
$887K
|
-$10.1K
|
-51
|
-1%
|
|
|
2002
|
|
$885K
|
-$217K
|
-1,093
|
-19%
|
|
|
2003
|
Kestra Investment Management
Austin,
Texas
|
$885K
|
-$309K
|
-1,553
|
-25%
|
|
|
2004
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$884K
|
-$23.3K
|
-117
|
-2%
|
|
|
2005
|
YANKCOM Partnership
Yankton,
South Dakota
|
$884K
|
-$10.1K
|
-51
|
-1%
|
|
|
2006
|
Cromwell Holdings
Jackson,
Wyoming
|
$883K
|
–
|
–
|
–
|
|
|
2007
|
Fairscale Capital
Nashua,
New Hampshire
|
$877K
|
–
|
–
|
–
|
|
|
2008
|
Leo Wealth LLC
Hurst,
Texas
|
$876K
|
+$35.2K
|
+177
|
+4%
|
|
|
2009
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$876K
|
+$902K
|
+4,539
|
New
|
|
|
2010
|
MidFirst Bank
Oklahoma City,
Oklahoma
|
$876K
|
+$902K
|
+4,539
|
New
|
|
|
2011
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$873K
|
–
|
–
|
–
|
|
|
2012
|
Morton Capital Management
Calabasas,
California
|
$873K
|
+$149K
|
+751
|
+20%
|
|
|
2013
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$871K
|
-$104K
|
-524
|
-10%
|
|
|
2014
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$867K
|
+$596
|
+3
|
+0.1%
|
|
|
2015
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$867K
|
+$2.19K
|
+11
|
+0.2%
|
|
|
2016
|
Lazari Capital Management
Woodland Hills,
California
|
$866K
|
-$15.7K
|
-79
|
-2%
|
|
|
2017
|
AA Financial Advisors
Columbus,
Ohio
|
$864K
|
-$19.9K
|
-100
|
-2%
|
|
|
2018
|
Allen Capital Group
Grand Island,
Nebraska
|
$863K
|
+$12.1K
|
+61
|
+1%
|
|
|
2019
|
Meadowbrook Advisors Group
Bedminster,
New Jersey
|
$859K
|
+$10.9K
|
+55
|
+1%
|
|
|
2020
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$857K
|
+$4.77K
|
+24
|
+0.5%
|
|
|
2021
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$856K
|
-$367K
|
-1,844
|
-29%
|
|
|
2022
|
Canandaigua National Trust of Florida
Canandaigua,
New York
|
$856K
|
–
|
–
|
–
|
|
|
2023
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$854K
|
-$35K
|
-176
|
-4%
|
|
|
2024
|
Frisch Financial Group
Melville,
New York
|
$853K
|
-$97.8K
|
-492
|
-10%
|
|
|
2025
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$852K
|
–
|
–
|
–
|
|
