|
2001
|
Barclays
London,
United Kingdom
|
$218K
|
-$1.54M
|
-33,208
|
-88%
|
|
|
2002
|
FMB Wealth Management
Westlake Village,
California
|
$217K
|
+$204K
|
+4,396
|
New
|
|
|
2003
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$217K
|
-$32.1K
|
-693
|
-14%
|
|
|
2004
|
Longview Asset Management (California)
San Rafael,
California
|
$217K
|
-$603
|
-13
|
-0.3%
|
|
|
2005
|
Perkins Coie Trust Company
Seattle,
Washington
|
$216K
|
+$8.63K
|
+186
|
+4%
|
|
|
2006
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$216K
|
+$203K
|
+4,370
|
New
|
|
|
2007
|
Anson Capital
Tyrone,
Georgia
|
$216K
|
-$10.3K
|
-221
|
-5%
|
|
|
2008
|
Kennicott Capital Management
Corte Madera,
California
|
$215K
|
+$202K
|
+4,347
|
New
|
|
|
2009
|
Bogart Wealth LLC
Mclean,
Virginia
|
$215K
|
+$24.4K
|
+526
|
+14%
|
|
|
2010
|
FPC Investment Advisory
Petaluma,
California
|
$215K
|
+$197K
|
+4,256
|
New
|
|
|
2011
|
East Coast Asset Management
Essex,
Massachusetts
|
$215K
|
+$201K
|
+4,337
|
New
|
|
|
2012
|
Fortress Financial Group
Rochester,
Minnesota
|
$214K
|
+$200K
|
+4,319
|
New
|
|
|
2013
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$213K
|
-$17.9K
|
-385
|
-8%
|
|
|
2014
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$212K
|
+$198K
|
+4,278
|
New
|
|
|
2015
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$211K
|
+$198K
|
+4,267
|
New
|
|
|
2016
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$211K
|
+$198K
|
+4,261
|
New
|
|
|
2017
|
Dudley Capital Management
Middleburg,
Virginia
|
$211K
|
+$197K
|
+4,257
|
New
|
|
|
2018
|
Oakworth Capital
Birmingham,
Alabama
|
$211K
|
–
|
–
|
–
|
|
|
2019
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$209K
|
-$440K
|
-9,497
|
-69%
|
|
|
2020
|
Waddell & Associates
Memphis,
Tennessee
|
$209K
|
-$23.3K
|
-502
|
-11%
|
|
|
2021
|
Tactive Advisors
Jacksonville,
Florida
|
$208K
|
+$195K
|
+4,214
|
New
|
|
|
2022
|
WNY Asset Management
Williamsville,
New York
|
$208K
|
+$195K
|
+4,213
|
New
|
|
|
2023
|
Planning Directions
Glen Mills,
Pennsylvania
|
$208K
|
-$276K
|
-5,959
|
-59%
|
|
|
2024
|
Vawter Financial
Columbus,
Ohio
|
$208K
|
-$203K
|
-4,380
|
-51%
|
|
|
2025
|
Wealth Alliance
Mellville,
New York
|
$207K
|
+$194K
|
+4,185
|
New
|
|
