|
2001
|
Channel Wealth
Santa Barbara,
California
|
$357K
|
-$70K
|
-2,071
|
-16%
|
|
|
2002
|
Meridian Wealth Advisors
Austin,
Texas
|
$357K
|
-$43.7K
|
-1,293
|
-11%
|
|
|
2003
|
McIlrath & Eck
Arlington,
Washington
|
$356K
|
-$3.01K
|
-89
|
-0.8%
|
|
|
2004
|
First National Corp
Rockland,
Massachusetts
|
$356K
|
-$46.5K
|
-1,375
|
-11%
|
|
|
2005
|
Gryphon Financial Partners
Columbus,
Ohio
|
$355K
|
+$20.3K
|
+601
|
+6%
|
|
|
2006
|
PDS Planning
Dublin,
Ohio
|
$354K
|
-$131K
|
-3,878
|
-26%
|
|
|
2007
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$353K
|
-$106K
|
-3,127
|
-22%
|
|
|
2008
|
Horizon Kinetics Asset Management
New York
|
$353K
|
+$14.2K
|
+421
|
+4%
|
|
|
2009
|
Oldfather Financial Services
Kearney,
Nebraska
|
$353K
|
+$135
|
+4
|
+0%
|
|
|
2010
|
|
$352K
|
+$64.6K
|
+1,912
|
+21%
|
|
|
2011
|
&Partners
Nashville,
Tennessee
|
$352K
|
+$11K
|
+325
|
+3%
|
|
|
2012
|
Paulson Wealth Management
Wheaton,
Illinois
|
$350K
|
+$3.99K
|
+118
|
+1%
|
|
|
2013
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$347K
|
-$6.83K
|
-202
|
-2%
|
|
|
2014
|
VisionPoint Advisory Group
Dallas,
Texas
|
$347K
|
-$207K
|
-6,123
|
-36%
|
|
|
2015
|
Alterity Financial Group
Bangor,
Maine
|
$346K
|
+$68
|
+2
|
+0%
|
|
|
2016
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$346K
|
-$76K
|
-2,250
|
-17%
|
|
|
2017
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$343K
|
-$62.4K
|
-1,846
|
-15%
|
|
|
2018
|
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
|
$343K
|
-$2.68M
|
-79,408
|
-88%
|
|
|
2019
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$343K
|
+$77.3K
|
+2,287
|
+28%
|
|
|
2020
|
Eudaimonia Advisors
Winchester,
Tennessee
|
$342K
|
-$2.43K
|
-72
|
-0.7%
|
|
|
2021
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$342K
|
-$372
|
-11
|
-0.1%
|
|
|
2022
|
Farmers National Bank
Danville,
Kentucky
|
$341K
|
-$72.6K
|
-2,150
|
-17%
|
|
|
2023
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$341K
|
+$24.4K
|
+722
|
+7%
|
|
|
2024
|
Fayez Sarofim & Co
Houston,
Texas
|
$340K
|
–
|
–
|
–
|
|
|
2025
|
Pacific Sage Partners
Edmonds,
Washington
|
$340K
|
+$7.77K
|
+230
|
+2%
|
|
