|
2001
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$998K
|
+$829K
|
+1,987
|
+576%
|
|
|
2002
|
Navalign LLC
Encino,
California
|
$997K
|
+$2.92K
|
+7
|
+0.3%
|
|
|
2003
|
Portfolio Solutions
Royal Oak,
Michigan
|
$996K
|
-$49.7K
|
-119
|
-5%
|
|
|
2004
|
Parkside Advisors
Berkeley,
California
|
$994K
|
-$20.9K
|
-50
|
-2%
|
|
|
2005
|
Capital CS Group
Irvine,
California
|
$993K
|
-$23.8K
|
-57
|
-2%
|
|
|
2006
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$988K
|
-$54.3K
|
-130
|
-5%
|
|
|
2007
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$987K
|
-$43.8K
|
-105
|
-4%
|
|
|
2008
|
Univest Financial
Souderton,
Pennsylvania
|
$987K
|
+$90.2K
|
+216
|
+10%
|
|
|
2009
|
Insight Wealth Strategies
San Ramon,
California
|
$986K
|
-$835
|
-2
|
-0.1%
|
|
|
2010
|
Arlington Partners
Birmingham,
Alabama
|
$986K
|
–
|
–
|
–
|
|
|
2011
|
Point72 Asset Management
Stamford,
Connecticut
|
$985K
|
-$8.35M
|
-20,000
|
-90%
|
|
|
2012
|
Riverstone Advisors
New Braunfels,
Texas
|
$985K
|
-$313K
|
-751
|
-25%
|
|
|
2013
|
Zevenbergen Capital Investments
Edmonds,
Washington
|
$985K
|
–
|
–
|
–
|
|
|
2014
|
RGT Wealth Advisors
Dallas,
Texas
|
$982K
|
–
|
–
|
–
|
|
|
2015
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$982K
|
–
|
–
|
–
|
|
|
2016
|
RBC Europe
London,
United Kingdom
|
$981K
|
-$603K
|
-1,444
|
-39%
|
|
|
2017
|
Concentric Wealth Management
Lafayette,
California
|
$976K
|
–
|
–
|
–
|
|
|
2018
|
Parthenon LLC
Louisville,
Kentucky
|
$973K
|
–
|
–
|
–
|
|
|
2019
|
Canal Capital Management
Richmond,
Virginia
|
$972K
|
-$10.4K
|
-25
|
-1%
|
|
|
2020
|
Strid Group
Newtown Square,
Pennsylvania
|
$963K
|
–
|
–
|
–
|
|
|
2021
|
Alamar Capital Management
Santa Barbara,
California
|
$961K
|
–
|
–
|
–
|
|
|
2022
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$961K
|
–
|
–
|
–
|
|
|
2023
|
Versant Capital Management
Phoenix,
Arizona
|
$961K
|
–
|
–
|
–
|
|
|
2024
|
Indie Asset Partners
Carmel,
Indiana
|
$959K
|
+$8.35K
|
+20
|
+0.9%
|
|
|
2025
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$957K
|
-$80.1K
|
-192
|
-8%
|
|
