|
2001
|
Register Financial Advisors
Atlanta,
Georgia
|
$576万
|
+$12.2万
|
+393
|
+2%
|
|
|
2002
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$575万
|
+$10.9万
|
+352
|
+2%
|
|
|
2003
|
Firetrail Investments
Sydney, NSW,
Australia
|
$575万
|
-$15.5万
|
-500
|
-3%
|
|
|
2004
|
Biltmore Family Office
Charlotte,
North Carolina
|
$575万
|
-$24.3万
|
-783
|
-4%
|
|
|
2005
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$575万
|
+$6.99万
|
+225
|
+1%
|
|
|
2006
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$574万
|
+$7.52万
|
+242
|
+1%
|
|
|
2007
|
Brookmont Capital Management
Dallas,
Texas
|
$573万
|
+$1.18万
|
+38
|
+0.2%
|
|
|
2008
|
Accredited Investors
Edina,
Minnesota
|
$573万
|
-$94.4万
|
-3,039
|
-15%
|
|
|
2009
|
Hudson Value Partners
Palm Beach,
Florida
|
$573万
|
+$43.9万
|
+1,413
|
+9%
|
|
|
2010
|
Investment Partners
New Philadelphia,
Ohio
|
$572万
|
+$6.15万
|
+198
|
+1%
|
|
|
2011
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$571万
|
+$84.3万
|
+2,716
|
+18%
|
|
|
2012
|
|
$571万
|
+$487万
|
+15,696
|
+904%
|
|
|
2013
|
Triasima Portfolio Management
Montreal,
Quebec, Canada
|
$570万
|
-$104万
|
-3,342
|
-16%
|
|
|
2014
|
HF Advisory Group
Annapolis,
Maryland
|
$569万
|
-$23.2万
|
-746
|
-4%
|
|
|
2015
|
Aries Wealth Management
Portland,
Maine
|
$569万
|
-$7,764
|
-25
|
-0.1%
|
|
|
2016
|
Brasada Capital Management
Houston,
Texas
|
$568万
|
+$27.2万
|
+875
|
+5%
|
|
|
2017
|
Wealth Alliance
Mellville,
New York
|
$568万
|
+$40.8万
|
+1,315
|
+8%
|
|
|
2018
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$566万
|
+$2.14万
|
+69
|
+0.4%
|
|
|
2019
|
Smith, Moore & Co
Clayton,
Missouri
|
$566万
|
+$3.29万
|
+106
|
+0.6%
|
|
|
2020
|
WealthPLAN Partners
Omaha,
Nebraska
|
$566万
|
-$52.3万
|
-1,683
|
-9%
|
|
|
2021
|
Center for Financial Planning
Southfied,
Michigan
|
$565万
|
-$2.55万
|
-82
|
-0.5%
|
|
|
2022
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$565万
|
-$23.3万
|
-749
|
-4%
|
|
|
2023
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$564万
|
+$63.5万
|
+2,045
|
+13%
|
|
|
2024
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$563万
|
-$9,006
|
-29
|
-0.2%
|
|
|
2025
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$563万
|
-$38.7万
|
-1,246
|
-7%
|
|
