|
2001
|
Highland Private Wealth Management
Bellevue,
Washington
|
$329K
|
+$22.2K
|
+966
|
+7%
|
|
|
2002
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$329K
|
+$319K
|
+13,877
|
New
|
|
|
2003
|
Manchester Financial
Westlake Village,
California
|
$327K
|
-$133K
|
-5,770
|
-29%
|
|
|
2004
|
West Coast Financial
Santa Barbara,
California
|
$325K
|
+$3.52K
|
+153
|
+1%
|
|
|
2005
|
Access Financial Services
Minneapolis,
Minnesota
|
$324K
|
-$346K
|
-15,051
|
-52%
|
|
|
2006
|
CapWealth Advisors
Franklin,
Tennessee
|
$324K
|
-$7.8K
|
-339
|
-2%
|
|
|
2007
|
High Falls Advisors
Rochester,
New York
|
$324K
|
+$31.3K
|
+1,359
|
+11%
|
|
|
2008
|
INVST
Indianapolis,
Indiana
|
$324K
|
+$308K
|
+13,409
|
New
|
|
|
2009
|
Acropolis Investment Management
St. Louis,
Missouri
|
$322K
|
-$18.6K
|
-809
|
-6%
|
|
|
2010
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$320K
|
+$20.4K
|
+886
|
+7%
|
|
|
2011
|
|
$319K
|
–
|
–
|
–
|
|
|
2012
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$317K
|
-$1.55M
|
-67,572
|
-83%
|
|
|
2013
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$315K
|
–
|
–
|
–
|
|
|
2014
|
Landaas & Company
Milwaukee,
Wisconsin
|
$314K
|
-$50.4K
|
-2,193
|
-14%
|
|
|
2015
|
Alethea Capital Management
Mercer Island,
Washington
|
$314K
|
–
|
–
|
–
|
|
|
2016
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$314K
|
–
|
–
|
–
|
|
|
2017
|
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
$313K
|
-$601K
|
-26,109
|
-66%
|
|
|
2018
|
South Texas Money Management
San Antonio,
Texas
|
$311K
|
-$233K
|
-10,123
|
-43%
|
|
|
2019
|
GSB Wealth Management
Guilford,
Connecticut
|
$309K
|
–
|
–
|
–
|
|
|
2020
|
Legacy Financial Advisors
Covington,
Kentucky
|
$309K
|
+$3.68K
|
+160
|
+1%
|
|
|
2021
|
Premia Global Advisors
Coral Gables,
Florida
|
$308K
|
+$300K
|
+13,022
|
New
|
|
|
2022
|
Landmark Bank
Columbia,
Missouri
|
$307K
|
+$57.1K
|
+2,484
|
+24%
|
|
|
2023
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$306K
|
-$110K
|
-4,783
|
-27%
|
|
|
2024
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$306K
|
-$109K
|
-4,723
|
-27%
|
|
|
2025
|
Doliver Advisors
Houston,
Texas
|
$306K
|
+$2.97K
|
+129
|
+1%
|
|
