|
2001
|
Wellington Shields Capital Management
New York
|
$91.8K
|
–
|
–
|
–
|
|
|
2002
|
Meag Munich Ergo
Munich,
Germany
|
$90.7K
|
-$1.34M
|
-7,770
|
-94%
|
|
|
2003
|
Catalyst Capital Advisors
Huntington,
New York
|
$90K
|
-$3.1K
|
-18
|
-3%
|
|
|
2004
|
Steward Financial Group
Colleyville,
Texas
|
$90K
|
+$86.6K
|
+503
|
New
|
|
|
2005
|
Centerpoint Advisors
Needham,
Massachusetts
|
$89K
|
-$20.8K
|
-121
|
-20%
|
|
|
2006
|
Union Savings Bank
Litchfield,
Connecticut
|
$87.3K
|
+$83.5K
|
+485
|
New
|
|
|
2007
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$82.8K
|
-$17.2K
|
-100
|
-18%
|
|
|
2008
|
Avion Wealth
The Woodlands,
Texas
|
$81K
|
+$1.38K
|
+8
|
+2%
|
|
|
2009
|
Country Trust Bank
Bloomington,
Illinois
|
$77.4K
|
–
|
–
|
–
|
|
|
2010
|
EARNEST Partners
Atlanta,
Georgia
|
$76.5K
|
–
|
–
|
–
|
|
|
2011
|
Castleview Partners
Dallas,
Texas
|
$75K
|
-$344
|
-2
|
-0.5%
|
|
|
2012
|
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
|
$74K
|
-$17K
|
-99
|
-19%
|
|
|
2013
|
WFA of San Diego
San Diego,
California
|
$72K
|
+$68.9K
|
+400
|
New
|
|
|
2014
|
Endurance Wealth Management
Providence,
Rhode Island
|
$71K
|
+$17.2K
|
+100
|
+34%
|
|
|
2015
|
Versant Capital Management
Phoenix,
Arizona
|
$68.9K
|
+$2.93K
|
+17
|
+5%
|
|
|
2016
|
First Pacific Financial
Vancouver,
Washington
|
$67.9K
|
+$64.9K
|
+377
|
New
|
|
|
2017
|
Financial Avengers
Oakland,
California
|
$67.5K
|
+$516
|
+3
|
+0.8%
|
|
|
2018
|
Chelsea Counsel Company
Los Angeles,
California
|
$65.7K
|
-$51.6K
|
-300
|
-45%
|
|
|
2019
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$65.4K
|
–
|
–
|
–
|
|
|
2020
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$65K
|
+$36.7K
|
+213
|
+144%
|
|
|
2021
|
Bell Investment Advisors
Oakland,
California
|
$64.6K
|
+$2.41K
|
+14
|
+4%
|
|
|
2022
|
Creative Financial Designs
Kokomo,
Indiana
|
$63.4K
|
-$64.9K
|
-377
|
-52%
|
|
|
2023
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$63K
|
-$7.75K
|
-45
|
-11%
|
|
|
2024
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$63K
|
+$1.21K
|
+7
|
+2%
|
|
|
2025
|
PSI Advisors
Tampa,
Florida
|
$61.7K
|
-$1.03K
|
-6
|
-2%
|
|
