|
2001
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$271K
|
–
|
–
|
–
|
|
|
2002
|
Private Client Services
Louisville,
Kentucky
|
$271K
|
+$1.33K
|
+10
|
+0.5%
|
|
|
2003
|
Busey Bank
Urbana,
Illinois
|
$271K
|
-$142K
|
-1,067
|
-36%
|
|
|
2004
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$270K
|
+$6.91K
|
+52
|
+3%
|
|
|
2005
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$269K
|
+$6.24K
|
+47
|
+3%
|
|
|
2006
|
Americana Partners
Houston,
Texas
|
$267K
|
+$246K
|
+1,850
|
New
|
|
|
2007
|
USA Financial Formulas
Ada,
Michigan
|
$266K
|
-$237K
|
-1,785
|
-49%
|
|
|
2008
|
VeraBank
Henderson,
Texas
|
$265K
|
–
|
–
|
–
|
|
|
2009
|
Seelaus Asset Management
Chatham,
New Jersey
|
$265K
|
–
|
–
|
–
|
|
|
2010
|
Florida Financial Advisors
Tampa,
Florida
|
$264K
|
-$57.5K
|
-433
|
-19%
|
|
|
2011
|
Creekmur Asset Management
Morton,
Illinois
|
$263K
|
-$87.6K
|
-659
|
-27%
|
|
|
2012
|
Vicus Capital
State College,
Pennsylvania
|
$263K
|
+$797
|
+6
|
+0.3%
|
|
|
2013
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
$262K
|
-$17.4K
|
-131
|
-7%
|
|
|
2014
|
Arkos Global Advisors
Houston,
Texas
|
$262K
|
+$240K
|
+1,809
|
New
|
|
|
2015
|
Mystic Asset Management
Warwick,
Rhode Island
|
$261K
|
+$1.06K
|
+8
|
+0.4%
|
|
|
2016
|
Sonora Investment Management Group
Tucson,
Arizona
|
$261K
|
+$8.5K
|
+64
|
+4%
|
|
|
2017
|
Momentous Wealth Management
Vancouver,
Washington
|
$261K
|
-$930
|
-7
|
-0.4%
|
|
|
2018
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$260K
|
-$6.64K
|
-50
|
-3%
|
|
|
2019
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$260K
|
-$41.3K
|
-311
|
-15%
|
|
|
2020
|
Uniting Wealth Partners
Mission,
Kansas
|
$259K
|
+$238K
|
+1,793
|
New
|
|
|
2021
|
Centaurus Financial
Anaheim,
California
|
$259K
|
+$12.2K
|
+92
|
+5%
|
|
|
2022
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$259K
|
+$238K
|
+1,789
|
New
|
|
|
2023
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$258K
|
+$237K
|
+1,782
|
New
|
|
|
2024
|
McIlrath & Eck
Arlington,
Washington
|
$257K
|
–
|
–
|
–
|
|
|
2025
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$257K
|
–
|
–
|
–
|
|
