|
2001
|
EPIQ Partners
Minneapolis,
Minnesota
|
$320K
|
–
|
–
|
–
|
|
|
2002
|
United Bank (Virginia)
Vienna,
Virginia
|
$320K
|
–
|
–
|
–
|
|
|
2003
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$319K
|
+$15.1K
|
+210
|
+6%
|
|
|
2004
|
Citizens Business Bank
Ontario,
California
|
$319K
|
+$46.5K
|
+645
|
+19%
|
|
|
2005
|
First Pacific Financial
Vancouver,
Washington
|
$319K
|
-$4.76K
|
-66
|
-2%
|
|
|
2006
|
10Elms LLP
Tulsa,
Oklahoma
|
$318K
|
+$19.5K
|
+270
|
+7%
|
|
|
2007
|
Buck Wealth Strategies
Denver,
Colorado
|
$318K
|
+$50.5K
|
+701
|
+21%
|
|
|
2008
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$318K
|
+$1.44K
|
+20
|
+0.5%
|
|
|
2009
|
Towerpoint Wealth
Sacramento,
California
|
$316K
|
–
|
–
|
–
|
|
|
2010
|
|
$316K
|
-$19.8M
|
-275,110
|
-99%
|
|
|
2011
|
Bell Investment Advisors
Oakland,
California
|
$316K
|
+$83.6K
|
+1,159
|
+42%
|
|
|
2012
|
Financial Management Network
Mission Viejo,
California
|
$315K
|
+$272K
|
+3,770
|
New
|
|
|
2013
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$314K
|
+$6.2K
|
+86
|
+2%
|
|
|
2014
|
Camden National Bank
Camden,
Maine
|
$314K
|
-$8.44K
|
-117
|
-3%
|
|
|
2015
|
Paradigm Capital Management (Nevada)
Reno,
Nevada
|
$314K
|
–
|
–
|
–
|
|
|
2016
|
First Financial Group
Raleigh,
North Carolina
|
$313K
|
-$50.3K
|
-697
|
-15%
|
|
|
2017
|
Wealth Management Partners
Tucson,
Arizona
|
$313K
|
+$9.23K
|
+128
|
+3%
|
|
|
2018
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$313K
|
-$8.94K
|
-124
|
-3%
|
|
|
2019
|
Vicus Capital
State College,
Pennsylvania
|
$312K
|
+$1.08K
|
+15
|
+0.4%
|
|
|
2020
|
Cozad Asset Management
Champaign,
Illinois
|
$311K
|
+$52.4K
|
+727
|
+23%
|
|
|
2021
|
Fedenia Advisers
Madison,
Wisconsin
|
$311K
|
-$937
|
-13
|
-0.3%
|
|
|
2022
|
TCI Wealth Advisors
Tucson,
Arizona
|
$311K
|
-$4.62K
|
-64
|
-2%
|
|
|
2023
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$310K
|
+$4.4K
|
+61
|
+2%
|
|
|
2024
|
Cooper Capital Advisors
Encinitas,
California
|
$310K
|
–
|
–
|
–
|
|
|
2025
|
Sunpointe
St. Louis,
Missouri
|
$310K
|
+$12.8K
|
+178
|
+5%
|
|
