|
2001
|
Empirical Wealth Management
Seattle,
Washington
|
$430K
|
+$46.1K
|
+1,303
|
+13%
|
|
|
2002
|
Capital City Trust
Tallahassee,
Florida
|
$430K
|
-$755K
|
-21,346
|
-65%
|
|
|
2003
|
Glassman Wealth Services
Vienna,
Virginia
|
$429K
|
+$2.83K
|
+80
|
+0.7%
|
|
|
2004
|
Monte Financial Group
Guilford,
Connecticut
|
$429K
|
-$4.6M
|
-130,071
|
-92%
|
|
|
2005
|
Peak Financial Management
Wellesley,
Massachusetts
|
$428K
|
+$402K
|
+11,350
|
New
|
|
|
2006
|
Mattern Wealth Management
Lawrence,
Kansas
|
$428K
|
+$67.2K
|
+1,900
|
+20%
|
|
|
2007
|
Clearstead Trust
Portland,
Maine
|
$426K
|
-$5.66K
|
-160
|
-1%
|
|
|
2008
|
Cable Hill Partners
Portland,
Oregon
|
$426K
|
-$29K
|
-819
|
-7%
|
|
|
2009
|
Investment House LLC
Redondo Beach,
California
|
$425K
|
+$1.77K
|
+50
|
+0.4%
|
|
|
2010
|
Wulff, Hansen & Co
San Rafael,
California
|
$424K
|
-$51.3K
|
-1,450
|
-11%
|
|
|
2011
|
Augustine Asset Management
Jacksonville,
Florida
|
$424K
|
-$171K
|
-4,847
|
-30%
|
|
|
2012
|
Baxter Bros Inc
Riverside,
Connecticut
|
$423K
|
-$531
|
-15
|
-0.1%
|
|
|
2013
|
Prentice Wealth Management
Rochester,
New York
|
$422K
|
+$6.05K
|
+171
|
+2%
|
|
|
2014
|
Alta Advisers
London,
United Kingdom
|
$422K
|
–
|
–
|
–
|
|
|
2015
|
Pinion Investment Advisors
Wichita,
Kansas
|
$422K
|
-$3.75K
|
-106
|
-0.9%
|
|
|
2016
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$420K
|
+$77.2K
|
+2,182
|
+24%
|
|
|
2017
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$420K
|
+$139K
|
+3,925
|
+54%
|
|
|
2018
|
Apriem Advisors
Irvine,
California
|
$420K
|
-$2.02K
|
-57
|
-0.5%
|
|
|
2019
|
J.P. Marvel Investment Advisors
Boston,
Massachusetts
|
$419K
|
–
|
–
|
–
|
|
|
2020
|
OneFund LLC
Saint Petersburg,
Florida
|
$419K
|
+$393K
|
+11,118
|
New
|
|
|
2021
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$418K
|
-$61.4K
|
-1,734
|
-14%
|
|
|
2022
|
CEDRUS
Littleton,
Colorado
|
$417K
|
+$29.4K
|
+832
|
+8%
|
|
|
2023
|
Fayez Sarofim & Co
Houston,
Texas
|
$417K
|
–
|
–
|
–
|
|
|
2024
|
Lokken Investment Group
Lewes,
Delaware
|
$417K
|
-$566K
|
-16,002
|
-59%
|
|
|
2025
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$417K
|
-$3.54K
|
-100
|
-0.9%
|
|
