|
2001
|
Park National Corp
Newark,
Ohio
|
$242K
|
-$189K
|
-1,428
|
-45%
|
|
|
2002
|
Olistico Wealth
Tulsa,
Oklahoma
|
$240K
|
-$23.8K
|
-180
|
-10%
|
|
|
2003
|
Neville Rodie & Shaw
New York
|
$240K
|
–
|
–
|
–
|
|
|
2004
|
Telos Capital Management
San Diego,
California
|
$240K
|
+$5.83K
|
+44
|
+3%
|
|
|
2005
|
Franklin Street Advisors
Chapel Hill,
North Carolina
|
$240K
|
-$42.4K
|
-320
|
-16%
|
|
|
2006
|
Thomasville National Bank
Thomasville,
Georgia
|
$237K
|
-$172K
|
-1,300
|
-44%
|
|
|
2007
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$236K
|
+$265
|
+2
|
+0.1%
|
|
|
2008
|
|
$236K
|
+$6.62K
|
+50
|
+3%
|
|
|
2009
|
Tull Financial Group
Chesapeake,
Virginia
|
$236K
|
+$265
|
+2
|
+0.1%
|
|
|
2010
|
Davidson Trust Company
Seattle,
Washington
|
$236K
|
–
|
–
|
–
|
|
|
2011
|
Financial Management Network
Mission Viejo,
California
|
$234K
|
–
|
–
|
–
|
|
|
2012
|
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
|
$233K
|
+$219K
|
+1,654
|
New
|
|
|
2013
|
Bank of Stockton
Stockton,
California
|
$233K
|
+$265
|
+2
|
+0.1%
|
|
|
2014
|
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
|
$231K
|
–
|
–
|
–
|
|
|
2015
|
Bell Bank
Fargo,
North Dakota
|
$231K
|
-$177K
|
-1,338
|
-45%
|
|
|
2016
|
Members Wealth
Media,
Pennsylvania
|
$230K
|
+$214K
|
+1,618
|
New
|
|
|
2017
|
QTR Family Wealth
Lake Mary,
Florida
|
$230K
|
–
|
–
|
–
|
|
|
2018
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$229K
|
–
|
–
|
–
|
|
|
2019
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$228K
|
-$530
|
-4
|
-0.2%
|
|
|
2020
|
FMB Wealth Management
Westlake Village,
California
|
$228K
|
–
|
–
|
–
|
|
|
2021
|
Jim Saulnier & Associates
Fort Collins,
Colorado
|
$228K
|
–
|
–
|
–
|
|
|
2022
|
Veracity Capital
Atlanta,
Georgia
|
$227K
|
+$265
|
+2
|
+0.1%
|
|
|
2023
|
Napa Wealth Management
Napa,
California
|
$227K
|
+$213K
|
+1,612
|
New
|
|
|
2024
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$227K
|
–
|
–
|
–
|
|
|
2025
|
Gould Asset Management
Claremont,
California
|
$227K
|
+$213K
|
+1,608
|
New
|
|
