|
2001
|
Financial Management Professionals
Austin,
Texas
|
$16K
|
-$203K
|
-1,846
|
-93%
|
|
|
2002
|
Daiwa Securities Group
Tokyo,
Japan
|
$16K
|
+$2.19K
|
+20
|
+16%
|
|
|
2003
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$14.9K
|
+$14.5K
|
+132
|
New
|
|
|
2004
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$14.2K
|
–
|
–
|
–
|
|
|
2005
|
Safe Harbor Fiduciary
Pensacola,
Florida
|
$13.5K
|
+$13.2K
|
+120
|
New
|
|
|
2006
|
Arvest Investments
Lowell,
Arkansas
|
$12.6K
|
–
|
–
|
–
|
|
|
2007
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$12K
|
–
|
–
|
–
|
|
|
2008
|
LGT Financial Advisors
Dallas,
Texas
|
$11.6K
|
+$1.1K
|
+10
|
+11%
|
|
|
2009
|
Halpern Financial
Ashburn,
Virginia
|
$11.3K
|
+$3.07K
|
+28
|
+38%
|
|
|
2010
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$10.4K
|
-$15.4K
|
-140
|
-60%
|
|
|
2011
|
VanEck Associates
New York
|
$10K
|
-$1.98K
|
-18
|
-17%
|
|
|
2012
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$9.77K
|
+$1.54K
|
+14
|
+19%
|
|
|
2013
|
Financial Network Wealth Advisors
Murray,
Utah
|
$9.48K
|
–
|
–
|
–
|
|
|
2014
|
Wolff Wiese Magana
Carslbad,
California
|
$9.26K
|
–
|
–
|
–
|
|
|
2015
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$9.18K
|
–
|
–
|
–
|
|
|
2016
|
Element Wealth
Ridgeland,
Mississippi
|
$8.58K
|
–
|
–
|
–
|
|
|
2017
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$8.13K
|
+$7.9K
|
+72
|
New
|
|
|
2018
|
FPC Investment Advisory
Petaluma,
California
|
$7.16K
|
–
|
–
|
–
|
|
|
2019
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$6.77K
|
–
|
–
|
–
|
|
|
2020
|
American Capital Advisory
Ketchum,
Idaho
|
$5.87K
|
–
|
–
|
–
|
|
|
2021
|
DecisionPoint Financial
Mesa,
Arizona
|
$5.64K
|
–
|
–
|
–
|
|
|
2022
|
Dunhill Financial
London,
United Kingdom
|
$5.38K
|
–
|
–
|
–
|
|
|
2023
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$4.97K
|
-$439
|
-4
|
-8%
|
|
|
2024
|
Signature Resources Capital Management
Newport Beach,
California
|
$4.97K
|
–
|
–
|
–
|
|
|
2025
|
POM Investment Strategies
Raleigh,
North Carolina
|
$4.51K
|
+$4.39K
|
+40
|
New
|
|
