|
2001
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$251K
|
+$33.7K
|
+169
|
+15%
|
|
|
2002
|
Stratos Investment Management
Beachwood,
Ohio
|
$251K
|
+$256K
|
+1,283
|
New
|
|
|
2003
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$251K
|
–
|
–
|
–
|
|
|
2004
|
Procyon Advisors
Shelton,
Connecticut
|
$251K
|
+$256K
|
+1,282
|
New
|
|
|
2005
|
Weitzel Financial Services
Dubuque,
Iowa
|
$250K
|
-$9.38K
|
-47
|
-4%
|
|
|
2006
|
PKS Advisory Services
Albany,
New York
|
$247K
|
+$251K
|
+1,259
|
New
|
|
|
2007
|
First Financial Bankshares
Abilene,
Texas
|
$246K
|
-$5.19K
|
-26
|
-2%
|
|
|
2008
|
Oldfather Financial Services
Kearney,
Nebraska
|
$245K
|
-$29.5K
|
-148
|
-11%
|
|
|
2009
|
Colonial River Investments
Midlothian,
Virginia
|
$245K
|
-$12K
|
-60
|
-5%
|
|
|
2010
|
Gould Asset Management
Claremont,
California
|
$245K
|
-$4.99K
|
-25
|
-2%
|
|
|
2011
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$245K
|
–
|
–
|
–
|
|
|
2012
|
Altus Wealth Management
Ft Mitchell,
Kentucky
|
$244K
|
–
|
–
|
–
|
|
|
2013
|
AllSquare Wealth Management
Albany,
New York
|
$243K
|
–
|
–
|
–
|
|
|
2014
|
Yarger Wealth Strategies
Westerville,
Ohio
|
$243K
|
+$998
|
+5
|
+0.4%
|
|
|
2015
|
Klingenstein Fields & Co
New York
|
$242K
|
–
|
–
|
–
|
|
|
2016
|
Rinkey Investments
San Diego,
California
|
$241K
|
-$99.8K
|
-500
|
-29%
|
|
|
2017
|
Abound Wealth Management
Franklin,
Tennessee
|
$240K
|
–
|
–
|
–
|
|
|
2018
|
Matrix Trust Company
Denver,
Colorado
|
$240K
|
+$18K
|
+90
|
+8%
|
|
|
2019
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$240K
|
–
|
–
|
–
|
|
|
2020
|
Farmers Trust Company
Youngstown,
Ohio
|
$240K
|
–
|
–
|
–
|
|
|
2021
|
Spinnaker Trust
Portland,
Maine
|
$240K
|
–
|
–
|
–
|
|
|
2022
|
Veery Capital
Wilmington,
Delaware
|
$239K
|
–
|
–
|
–
|
|
|
2023
|
Cottage Street Advisors
Marion,
Massachusetts
|
$239K
|
+$998
|
+5
|
+0.4%
|
|
|
2024
|
Pin Oak Investment Advisors
Houston,
Texas
|
$239K
|
–
|
–
|
–
|
|
|
2025
|
SMI Advisory Services
Columbus,
Indiana
|
$239K
|
–
|
–
|
–
|
|
