|
2001
|
Omnia Family Wealth
Aventura,
Florida
|
$225K
|
-$5.04K
|
-43
|
-2%
|
|
|
2002
|
Trilogy Capital
Irvine,
California
|
$225K
|
+$703
|
+6
|
+0.3%
|
|
|
2003
|
New World Advisors
Hingham,
Massachusetts
|
$225K
|
+$229K
|
+1,960
|
New
|
|
|
2004
|
Foster Group
West Des Moines,
Iowa
|
$223K
|
-$1.17K
|
-10
|
-0.5%
|
|
|
2005
|
First Interstate Bank
Billings,
Montana
|
$223K
|
–
|
–
|
–
|
|
|
2006
|
Ascension Capital Advisors
Houston,
Texas
|
$221K
|
–
|
–
|
–
|
|
|
2007
|
Seven Post Investment Office
San Francisco,
California
|
$221K
|
–
|
–
|
–
|
|
|
2008
|
Veritas Asset Management
London,
United Kingdom
|
$221K
|
–
|
–
|
–
|
|
|
2009
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$221K
|
+$235K
|
+2,003
|
New
|
|
|
2010
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$221K
|
+$235K
|
+2,004
|
New
|
|
|
2011
|
German American Bancorp
Jasper,
Indiana
|
$220K
|
-$82.3K
|
-703
|
-26%
|
|
|
2012
|
UBP Investment Advisors
Geneva,
Switzerland
|
$220K
|
–
|
–
|
–
|
|
|
2013
|
Allred Capital Management
Dallas,
Texas
|
$220K
|
+$234
|
+2
|
+0.1%
|
|
|
2014
|
Clearview Wealth Advisors
Salem,
Oregon
|
$220K
|
+$468
|
+4
|
+0.2%
|
|
|
2015
|
Grandfield & Dodd
New York
|
$220K
|
+$231K
|
+1,975
|
New
|
|
|
2016
|
Summit Financial Strategies
Columbus,
Ohio
|
$219K
|
+$234
|
+2
|
+0.1%
|
|
|
2017
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$219K
|
+$5.85K
|
+50
|
+3%
|
|
|
2018
|
Nadler Financial Group
Deerfield,
Illinois
|
$218K
|
-$8.08K
|
-69
|
-3%
|
|
|
2019
|
GM Advisory Group
Melville,
New York
|
$218K
|
-$234
|
-2
|
-0.1%
|
|
|
2020
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$218K
|
–
|
–
|
–
|
|
|
2021
|
WealthBridge Capital Management
Westerville,
Ohio
|
$218K
|
+$351
|
+3
|
+0.2%
|
|
|
2022
|
Bridgeworth
Birmingham,
Alabama
|
$218K
|
+$232K
|
+1,979
|
New
|
|
|
2023
|
Adams Wealth Management
Logan,
Utah
|
$217K
|
–
|
–
|
–
|
|
|
2024
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$216K
|
-$582K
|
-4,975
|
-63%
|
|
|
2025
|
Summit Financial
Parsippany,
New Jersey
|
$215K
|
+$228K
|
+1,951
|
New
|
|
