|
2001
|
First Pacific Financial
Vancouver,
Washington
|
$448K
|
+$2.04K
|
+35
|
+0.5%
|
|
|
2002
|
Blue Barn Wealth
Orem,
Utah
|
$447K
|
+$1.34K
|
+23
|
+0.3%
|
|
|
2003
|
Watchman Group
Plano,
Texas
|
$444K
|
–
|
–
|
–
|
|
|
2004
|
Detalus Advisors
St. Louis,
Missouri
|
$444K
|
+$27.1K
|
+465
|
+7%
|
|
|
2005
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
$444K
|
+$8.45K
|
+145
|
+2%
|
|
|
2006
|
Stonegate Investment Group
Birmingham,
Alabama
|
$443K
|
–
|
–
|
–
|
|
|
2007
|
American National Bank of Texas
Richardson,
Texas
|
$443K
|
+$431K
|
+7,387
|
New
|
|
|
2008
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$441K
|
+$426K
|
+7,306
|
New
|
|
|
2009
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$441K
|
+$101K
|
+1,736
|
+31%
|
|
|
2010
|
Maxele Advisors
Webster Groves,
Missouri
|
$440K
|
+$23.4K
|
+402
|
+6%
|
|
|
2011
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$439K
|
–
|
–
|
–
|
|
|
2012
|
Colonial River Investments
Midlothian,
Virginia
|
$438K
|
–
|
–
|
–
|
|
|
2013
|
Sunbeam Capital Management
Atlanta,
Georgia
|
$438K
|
–
|
–
|
–
|
|
|
2014
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$437K
|
-$498K
|
-8,549
|
-54%
|
|
|
2015
|
Hidden Cove Wealth Management
Bainbridge Island,
Washington
|
$435K
|
-$1.86K
|
-32
|
-0.4%
|
|
|
2016
|
Saxon Interests
Houston,
Texas
|
$435K
|
-$7.75K
|
-133
|
-2%
|
|
|
2017
|
Occidental Asset Management
Burlingame,
California
|
$434K
|
+$1.81K
|
+31
|
+0.4%
|
|
|
2018
|
Aspiring Ventures
Cincinnati,
Ohio
|
$434K
|
+$42K
|
+720
|
+11%
|
|
|
2019
|
Penobscot Investment Management
Boston,
Massachusetts
|
$433K
|
–
|
–
|
–
|
|
|
2020
|
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
|
$433K
|
-$34.2K
|
-587
|
-8%
|
|
|
2021
|
Financial Management Network
Mission Viejo,
California
|
$430K
|
+$4.2K
|
+72
|
+1%
|
|
|
2022
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$430K
|
+$136K
|
+2,329
|
+48%
|
|
|
2023
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$427K
|
–
|
–
|
–
|
|
|
2024
|
Sunpointe
St. Louis,
Missouri
|
$427K
|
+$51.1K
|
+877
|
+14%
|
|
|
2025
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$426K
|
+$2.1K
|
+36
|
+0.5%
|
|
