|
2001
|
Opus Capital Group
Cincinnati,
Ohio
|
$292K
|
+$193
|
+1
|
+0.1%
|
|
|
2002
|
Onyx Financial Advisors
Idaho Falls,
Idaho
|
$290K
|
+$292K
|
+1,515
|
New
|
|
|
2003
|
Parker Financial
Silverdale,
Washington
|
$289K
|
+$292K
|
+1,513
|
New
|
|
|
2004
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$289K
|
+$39.7K
|
+206
|
+16%
|
|
|
2005
|
Farmers National Bank
Danville,
Kentucky
|
$288K
|
-$89.6K
|
-465
|
-24%
|
|
|
2006
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$288K
|
–
|
–
|
–
|
|
|
2007
|
Chapin Davis
Baltimore,
Maryland
|
$287K
|
+$289K
|
+1,502
|
New
|
|
|
2008
|
Two Sigma Advisers
New York
|
$287K
|
-$1.25M
|
-6,500
|
-81%
|
|
|
2009
|
Stewart & Patten Company
Lafayette,
California
|
$285K
|
–
|
–
|
–
|
|
|
2010
|
Wellington Shields & Co
New York
|
$284K
|
–
|
–
|
–
|
|
|
2011
|
Diligent Investors
Redlands,
California
|
$284K
|
+$286K
|
+1,486
|
New
|
|
|
2012
|
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
|
$282K
|
-$132K
|
-686
|
-32%
|
|
|
2013
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$281K
|
+$78.8K
|
+409
|
+39%
|
|
|
2014
|
Pasadena Private Wealth
Pasadena,
California
|
$279K
|
+$1.16K
|
+6
|
+0.4%
|
|
|
2015
|
Summit X LLC
Chesterfield,
Missouri
|
$279K
|
+$51.6K
|
+268
|
+22%
|
|
|
2016
|
Bull Oak Capital
San Diego,
California
|
$279K
|
–
|
–
|
–
|
|
|
2017
|
Waterfront Wealth
Overland Park,
Kansas
|
$278K
|
-$46.6K
|
-242
|
-15%
|
|
|
2018
|
|
$277K
|
+$279K
|
+1,448
|
New
|
|
|
2019
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$276K
|
+$278K
|
+1,445
|
New
|
|
|
2020
|
Watchman Group
Plano,
Texas
|
$276K
|
–
|
–
|
–
|
|
|
2021
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$275K
|
+$277K
|
+1,439
|
New
|
|
|
2022
|
Old Mission Capital
Chicago,
Illinois
|
$274K
|
+$276K
|
+1,431
|
New
|
|
|
2023
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$273K
|
–
|
–
|
–
|
|
|
2024
|
Lynch & Associates
Newburgh,
Indiana
|
$273K
|
+$15.4K
|
+80
|
+6%
|
|
|
2025
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$273K
|
+$11.8K
|
+61
|
+4%
|
|
