|
2001
|
Congress Wealth Management
Boston,
Massachusetts
|
$465K
|
-$915K
|
-22,694
|
-67%
|
|
|
2002
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$464K
|
-$766
|
-19
|
-0.2%
|
|
|
2003
|
Asahi Life Asset Management
Tokyo,
Japan
|
$463K
|
-$346K
|
-8,580
|
-44%
|
|
|
2004
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$462K
|
-$5.28K
|
-131
|
-1%
|
|
|
2005
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$461K
|
+$38.7K
|
+959
|
+10%
|
|
|
2006
|
OneFund LLC
Saint Petersburg,
Florida
|
$461K
|
-$8.59K
|
-213
|
-2%
|
|
|
2007
|
Bigelow Investment Advisors
Portland,
Maine
|
$461K
|
-$161K
|
-3,993
|
-27%
|
|
|
2008
|
Augustine Asset Management
Jacksonville,
Florida
|
$461K
|
-$10.5K
|
-260
|
-2%
|
|
|
2009
|
Boyar Asset Management
New York
|
$459K
|
+$26.4K
|
+655
|
+6%
|
|
|
2010
|
One Wealth Advisors
San Francisco,
California
|
$459K
|
-$3.35K
|
-83
|
-0.8%
|
|
|
2011
|
Baxter Bros Inc
Riverside,
Connecticut
|
$458K
|
-$11.9K
|
-296
|
-3%
|
|
|
2012
|
BCS Wealth Management
Johnson City,
Tennessee
|
$457K
|
+$21.6K
|
+536
|
+5%
|
|
|
2013
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$456K
|
-$3.83K
|
-95
|
-0.9%
|
|
|
2014
|
Steward Partners Investment Solutions
Portland,
Oregon
|
$455K
|
-$29.2K
|
-725
|
-6%
|
|
|
2015
|
QVR
San Francisco,
California
|
$454K
|
+$437K
|
+10,830
|
New
|
|
|
2016
|
|
$454K
|
-$2.78K
|
-69
|
-0.6%
|
|
|
2017
|
Sittner & Nelson
Eugene,
Oregon
|
$454K
|
-$201K
|
-4,974
|
-32%
|
|
|
2018
|
Drive Wealth Management
Lehi,
Utah
|
$453K
|
-$9.12K
|
-226
|
-2%
|
|
|
2019
|
Investment House LLC
Redondo Beach,
California
|
$452K
|
-$20.2K
|
-500
|
-4%
|
|
|
2020
|
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
|
$452K
|
+$2.98K
|
+74
|
+0.7%
|
|
|
2021
|
Oldfather Financial Services
Kearney,
Nebraska
|
$452K
|
–
|
–
|
–
|
|
|
2022
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$450K
|
-$212K
|
-5,245
|
-33%
|
|
|
2023
|
Fidelity International
Hamilton,
Bermuda
|
$450K
|
+$94.3K
|
+2,337
|
+28%
|
|
|
2024
|
ViaWealth
Leawood,
Kansas
|
$450K
|
-$463K
|
-11,480
|
-52%
|
|
|
2025
|
NFP Retirement Inc
Aliso Viejo,
California
|
$450K
|
+$14.3K
|
+355
|
+3%
|
|
