|
2001
|
Valley Wealth Managers
Paramus,
New Jersey
|
$290K
|
-$26.5K
|
-50
|
-9%
|
|
|
2002
|
|
$290K
|
+$13.2K
|
+25
|
+5%
|
|
|
2003
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$289K
|
–
|
–
|
–
|
|
|
2004
|
Intrua Financial
Houston,
Texas
|
$288K
|
+$530
|
+1
|
+0.2%
|
|
|
2005
|
Allred Capital Management
Dallas,
Texas
|
$288K
|
-$3.71K
|
-7
|
-1%
|
|
|
2006
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$287K
|
+$39.7K
|
+75
|
+17%
|
|
|
2007
|
Rock Point Advisors
Burlington,
Vermont
|
$287K
|
–
|
–
|
–
|
|
|
2008
|
Valmark Advisers
Akron,
Ohio
|
$287K
|
+$29.7K
|
+56
|
+12%
|
|
|
2009
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$287K
|
+$1.06K
|
+2
|
+0.4%
|
|
|
2010
|
Violich Capital Management
San Francisco,
California
|
$286K
|
–
|
–
|
–
|
|
|
2011
|
Asio Capital
Lexington,
Kentucky
|
$286K
|
-$4.77K
|
-9
|
-2%
|
|
|
2012
|
Semus Wealth Partners
Boca Raton,
Florida
|
$285K
|
+$274K
|
+518
|
New
|
|
|
2013
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$285K
|
+$274K
|
+518
|
New
|
|
|
2014
|
Stockman Wealth Management
Billings,
Montana
|
$285K
|
-$6.89K
|
-13
|
-2%
|
|
|
2015
|
Sabadell Asset Management
Sant Cugat Del Valles,
Spain
|
$284K
|
–
|
–
|
–
|
|
|
2016
|
MBL Wealth
Charlotte,
North Carolina
|
$284K
|
-$15.4K
|
-29
|
-5%
|
|
|
2017
|
Autus Asset Management
Scottsdale,
Arizona
|
$283K
|
–
|
–
|
–
|
|
|
2018
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$282K
|
+$20.7K
|
+39
|
+9%
|
|
|
2019
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$282K
|
–
|
–
|
–
|
|
|
2020
|
TFB Advisors
Overland Park,
Kansas
|
$281K
|
+$271K
|
+511
|
New
|
|
|
2021
|
Harvey Investment Company
Louisville,
Kentucky
|
$281K
|
–
|
–
|
–
|
|
|
2022
|
Provence Wealth Management Group
Irvine,
California
|
$280K
|
+$270K
|
+509
|
New
|
|
|
2023
|
Trellis Advisors
Ellensburg,
Washington
|
$280K
|
-$12.2K
|
-23
|
-4%
|
|
|
2024
|
Vaughan David Investments
Peoria,
Illinois
|
$280K
|
+$270K
|
+509
|
New
|
|
|
2025
|
Hemington Wealth Management
Falls Church,
Virginia
|
$279K
|
+$1.59K
|
+3
|
+0.6%
|
|
