|
2001
|
Heron Financial Group
New York
|
$254K
|
+$43.6K
|
+482
|
+21%
|
|
|
2002
|
Founders Financial Securities
Towson,
Maryland
|
$254K
|
+$241K
|
+2,672
|
New
|
|
|
2003
|
Royal Harbor Partners
Houston,
Texas
|
$253K
|
–
|
–
|
–
|
|
|
2004
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$253K
|
+$813
|
+9
|
+0.3%
|
|
|
2005
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$251K
|
+$129K
|
+1,430
|
+108%
|
|
|
2006
|
Atlas Private Wealth Management
Albany,
New York
|
$249K
|
–
|
–
|
–
|
|
|
2007
|
Allen Capital Group
Grand Island,
Nebraska
|
$248K
|
–
|
–
|
–
|
|
|
2008
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$247K
|
-$21.2K
|
-235
|
-8%
|
|
|
2009
|
Congress Park Capital
Saratoga Springs,
New York
|
$244K
|
-$108K
|
-1,200
|
-31%
|
|
|
2010
|
Capital Insight Partners
Scottsdale,
Arizona
|
$243K
|
+$240K
|
+2,658
|
New
|
|
|
2011
|
Parkside Advisors
Berkeley,
California
|
$242K
|
-$11.3K
|
-125
|
-5%
|
|
|
2012
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$241K
|
+$90
|
+1
|
+0%
|
|
|
2013
|
Oldfather Financial Services
Kearney,
Nebraska
|
$241K
|
+$362
|
+4
|
+0.2%
|
|
|
2014
|
Summit X LLC
Chesterfield,
Missouri
|
$241K
|
+$239K
|
+2,639
|
New
|
|
|
2015
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$240K
|
-$1.39M
|
-15,409
|
-85%
|
|
|
2016
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$240K
|
+$237K
|
+2,620
|
New
|
|
|
2017
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$239K
|
-$11K
|
-122
|
-4%
|
|
|
2018
|
GSB Wealth Management
Guilford,
Connecticut
|
$239K
|
–
|
–
|
–
|
|
|
2019
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$239K
|
–
|
–
|
–
|
|
|
2020
|
Madison Wealth Management
Cincinnati,
Ohio
|
$239K
|
+$236K
|
+2,612
|
New
|
|
|
2021
|
Summit Asset Management
Memphis,
Tennessee
|
$238K
|
-$1.99K
|
-22
|
-0.8%
|
|
|
2022
|
Lindbrook Capital
Calabasas,
California
|
$238K
|
+$3.07K
|
+34
|
+1%
|
|
|
2023
|
Westwood Management Corporation
Chicago,
Illinois
|
$238K
|
+$235K
|
+2,600
|
New
|
|
|
2024
|
Gemmer Asset Management
Walnut Creek,
California
|
$237K
|
+$271
|
+3
|
+0.1%
|
|
|
2025
|
|
$236K
|
–
|
–
|
–
|
|
