|
2001
|
Arlington Trust
Birmingham,
Alabama
|
$191K
|
–
|
–
|
–
|
|
|
2002
|
FPC Investment Advisory
Petaluma,
California
|
$189K
|
+$198K
|
+4,256
|
New
|
|
|
2003
|
Sunbelt Securities
Houston,
Texas
|
$184K
|
-$106K
|
-2,289
|
-35%
|
|
|
2004
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$182K
|
–
|
–
|
–
|
|
|
2005
|
S.A. Mason
Holland,
Michigan
|
$178K
|
-$1.16K
|
-25
|
-0.6%
|
|
|
2006
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$170K
|
-$45.3K
|
-975
|
-20%
|
|
|
2007
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$168K
|
+$33.6K
|
+724
|
+23%
|
|
|
2008
|
Pin Oak Investment Advisors
Houston,
Texas
|
$167K
|
–
|
–
|
–
|
|
|
2009
|
Bogart Wealth LLC
Mclean,
Virginia
|
$166K
|
+$46
|
+1
|
+0%
|
|
|
2010
|
Security National Bank
Omaha,
Nebraska
|
$163K
|
+$172K
|
+3,698
|
New
|
|
|
2011
|
Versant Capital Management
Phoenix,
Arizona
|
$162K
|
+$372
|
+8
|
+0.2%
|
|
|
2012
|
Physician Wealth Advisors
Midvale,
Utah
|
$158K
|
+$167K
|
+3,598
|
New
|
|
|
2013
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$158K
|
+$10.6K
|
+228
|
+7%
|
|
|
2014
|
USA Financial Formulas
Ada,
Michigan
|
$157K
|
-$38.9K
|
-837
|
-19%
|
|
|
2015
|
Richards, Merrill & Peterson
Spokane,
Washington
|
$157K
|
+$165K
|
+3,555
|
New
|
|
|
2016
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$154K
|
+$163K
|
+3,502
|
New
|
|
|
2017
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$152K
|
–
|
–
|
–
|
|
|
2018
|
Concord Wealth Partners
Abingdon,
Virginia
|
$150K
|
-$57.8K
|
-1,244
|
-27%
|
|
|
2019
|
Kennebec Savings Bank
Augusta,
Maine
|
$148K
|
–
|
–
|
–
|
|
|
2020
|
Rogco LP
Claremore,
Oklahoma
|
$147K
|
-$127K
|
-2,732
|
-45%
|
|
|
2021
|
First Community Trust
Dubuque,
Iowa
|
$146K
|
–
|
–
|
–
|
|
|
2022
|
Curio Wealth
Annapolis,
Maryland
|
$146K
|
+$154K
|
+3,308
|
New
|
|
|
2023
|
Caldwell Sutter Capital
Sausalito,
California
|
$144K
|
+$9.48K
|
+204
|
+7%
|
|
|
2024
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$142K
|
–
|
–
|
–
|
|
|
2025
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$141K
|
+$46
|
+1
|
+0%
|
|
