|
2001
|
Calamos Wealth Management
Naperville,
Illinois
|
$424K
|
-$257K
|
-11,923
|
-38%
|
|
|
2002
|
Financial Network Wealth Management
Draper,
Utah
|
$423K
|
+$420K
|
+19,495
|
New
|
|
|
2003
|
Clean Yield Group
Norwich,
Vermont
|
$422K
|
–
|
–
|
–
|
|
|
2004
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$421K
|
-$45.9K
|
-2,129
|
-10%
|
|
|
2005
|
Oder Investment Management
Woodland Hills,
California
|
$421K
|
+$417K
|
+19,358
|
New
|
|
|
2006
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$420K
|
-$6.41K
|
-297
|
-2%
|
|
|
2007
|
CVA Family Office
Denver,
Colorado
|
$419K
|
-$11.4K
|
-529
|
-3%
|
|
|
2008
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$418K
|
-$589K
|
-27,330
|
-59%
|
|
|
2009
|
TRUADVICE
Sarasota,
Florida
|
$418K
|
+$2.26K
|
+105
|
+0.6%
|
|
|
2010
|
|
$418K
|
+$415K
|
+19,238
|
New
|
|
|
2011
|
BSW Wealth Partners
Boulder,
Colorado
|
$417K
|
+$127K
|
+5,906
|
+44%
|
|
|
2012
|
Clearview Wealth Advisors
Salem,
Oregon
|
$417K
|
+$414K
|
+19,195
|
New
|
|
|
2013
|
Granite Investment Partners
El Segundo,
California
|
$416K
|
-$68.5K
|
-3,178
|
-14%
|
|
|
2014
|
Acropolis Investment Management
St. Louis,
Missouri
|
$415K
|
–
|
–
|
–
|
|
|
2015
|
Corundum Group
Colorado Springs,
Colorado
|
$415K
|
+$171K
|
+7,951
|
+71%
|
|
|
2016
|
First Pacific Financial
Vancouver,
Washington
|
$415K
|
+$412K
|
+19,112
|
New
|
|
|
2017
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$414K
|
-$151K
|
-7,017
|
-27%
|
|
|
2018
|
IRON Financial
Northbrook,
Illinois
|
$414K
|
-$27.8K
|
-1,291
|
-6%
|
|
|
2019
|
HBW Advisory Services
Simi Valley,
California
|
$414K
|
+$108
|
+5
|
+0%
|
|
|
2020
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$414K
|
+$6.43K
|
+298
|
+2%
|
|
|
2021
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$412K
|
-$27.6K
|
-1,279
|
-6%
|
|
|
2022
|
Sonata Capital Group
Seattle,
Washington
|
$412K
|
–
|
–
|
–
|
|
|
2023
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$411K
|
+$31.9K
|
+1,480
|
+8%
|
|
|
2024
|
Dynamic Technology Lab
Singapore
|
$411K
|
+$408K
|
+18,908
|
New
|
|
|
2025
|
SSI Investment Management
Los Angeles,
California
|
$409K
|
-$367
|
-17
|
-0.1%
|
|
