|
2001
|
Destination Wealth Management
Walnut Creek,
California
|
$207K
|
+$202K
|
+2,816
|
New
|
|
|
2002
|
Rossby Financial
Melbourne,
Florida
|
$207K
|
-$2.3K
|
-32
|
-1%
|
|
|
2003
|
Integris Wealth Management
Monterey,
California
|
$207K
|
+$202K
|
+2,812
|
New
|
|
|
2004
|
Rothschild Investment LLC
Chicago,
Illinois
|
$206K
|
–
|
–
|
–
|
|
|
2005
|
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
|
$206K
|
+$201K
|
+2,800
|
New
|
|
|
2006
|
DF Dent & Co
Baltimore,
Maryland
|
$206K
|
+$201K
|
+2,800
|
New
|
|
|
2007
|
First International Bank & Trust
Watford City,
North Dakota
|
$206K
|
+$201K
|
+2,800
|
New
|
|
|
2008
|
Grant Private Wealth Management
Pleasanton,
California
|
$206K
|
+$201K
|
+2,800
|
New
|
|
|
2009
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$206K
|
+$201K
|
+2,800
|
New
|
|
|
2010
|
CLG LLC
Long Beach,
California
|
$206K
|
+$201K
|
+2,800
|
New
|
|
|
2011
|
HFG Advisors
Cincinatti,
Ohio
|
$205K
|
+$201K
|
+2,792
|
New
|
|
|
2012
|
Financial Advocates Investment Management
Olympia,
Washington
|
$203K
|
-$2.48M
|
-34,580
|
-93%
|
|
|
2013
|
Pasadena Private Wealth
Pasadena,
California
|
$202K
|
-$45.7K
|
-636
|
-19%
|
|
|
2014
|
Opal Wealth Advisors
Jericho,
New York
|
$201K
|
+$2.58K
|
+36
|
+1%
|
|
|
2015
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$201K
|
+$196K
|
+2,736
|
New
|
|
|
2016
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$201K
|
-$21.5K
|
-300
|
-10%
|
|
|
2017
|
HCR Wealth Advisors
Los Angeles,
California
|
$200K
|
+$195K
|
+2,716
|
New
|
|
|
2018
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$200K
|
+$196K
|
+2,724
|
New
|
|
|
2019
|
FSA Wealth Management
Needham,
Massachusetts
|
$197K
|
+$54K
|
+752
|
+39%
|
|
|
2020
|
Rise Advisors
Rochester,
New York
|
$195K
|
+$862
|
+12
|
+0.5%
|
|
|
2021
|
10Elms LLP
Tulsa,
Oklahoma
|
$188K
|
–
|
–
|
–
|
|
|
2022
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$187K
|
-$3.73K
|
-52
|
-2%
|
|
|
2023
|
Tompkins Financial
Ithaca,
New York
|
$186K
|
–
|
–
|
–
|
|
|
2024
|
Park Place Capital
Homewood,
Alabama
|
$183K
|
–
|
–
|
–
|
|
|
2025
|
Orion Capital Management
Coronado,
California
|
$181K
|
+$136K
|
+1,896
|
+331%
|
|
