|
2001
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$387K
|
+$356K
|
+13,344
|
New
|
|
|
2002
|
Berman McAleer
Timonium,
Maryland
|
$387K
|
-$3.34K
|
-125
|
-0.9%
|
|
|
2003
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$386K
|
+$32.9K
|
+1,232
|
+10%
|
|
|
2004
|
Carter Financial Group
Barrington,
Illinois
|
$385K
|
-$10.1K
|
-379
|
-3%
|
|
|
2005
|
Windsor Capital Management
Phoenix,
Arizona
|
$385K
|
–
|
–
|
–
|
|
|
2006
|
TCFG Wealth Management
Laguna Niguel,
California
|
$384K
|
-$2.54K
|
-95
|
-0.7%
|
|
|
2007
|
TCFG Investment Advisors
Laguna Niguel,
California
|
$384K
|
+$354K
|
+13,266
|
New
|
|
|
2008
|
Monarch Capital Management
Fort Wayne,
Indiana
|
$384K
|
-$26.7K
|
-1,000
|
-7%
|
|
|
2009
|
Powers Advisory Group
Highland,
Illinois
|
$384K
|
-$5.42K
|
-203
|
-2%
|
|
|
2010
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$384K
|
-$10.8K
|
-405
|
-3%
|
|
|
2011
|
one8zero8 LLC
Greensboro,
North Carolina
|
$384K
|
-$63.1K
|
-2,362
|
-15%
|
|
|
2012
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$381K
|
+$351K
|
+13,157
|
New
|
|
|
2013
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$381K
|
+$25.7K
|
+962
|
+8%
|
|
|
2014
|
ClearBridge Investments
New York
|
$380K
|
+$2.14K
|
+80
|
+0.6%
|
|
|
2015
|
J.W. Burns & Co
Dewitt,
New York
|
$380K
|
-$113K
|
-4,226
|
-24%
|
|
|
2016
|
RD Lewis Holdings
Maitland,
Florida
|
$379K
|
-$12K
|
-450
|
-3%
|
|
|
2017
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$379K
|
+$48K
|
+1,795
|
+16%
|
|
|
2018
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$378K
|
+$349K
|
+13,046
|
New
|
|
|
2019
|
Florida Financial Advisors
Tampa,
Florida
|
$378K
|
+$16.5K
|
+619
|
+5%
|
|
|
2020
|
Axiom Investment Management
New York
|
$378K
|
+$348K
|
+13,026
|
New
|
|
|
2021
|
GSB Wealth Management
Guilford,
Connecticut
|
$377K
|
+$267
|
+10
|
+0.1%
|
|
|
2022
|
Segment Wealth Management
Houston,
Texas
|
$376K
|
-$160
|
-6
|
-0%
|
|
|
2023
|
Shore Point Advisors
Brielle,
New Jersey
|
$376K
|
–
|
–
|
–
|
|
|
2024
|
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
|
$376K
|
-$31.4K
|
-1,176
|
-8%
|
|
|
2025
|
MWA Asset Management
Lexington,
Massachusetts
|
$375K
|
+$267
|
+10
|
+0.1%
|
|
