|
2001
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$477K
|
+$828
|
+8
|
+0.2%
|
|
|
2002
|
Nova R Wealth
Overland Park,
Kansas
|
$475K
|
-$15.2K
|
-147
|
-3%
|
|
|
2003
|
Farther Finance Advisors
San Francisco,
California
|
$474K
|
+$447K
|
+4,320
|
New
|
|
|
2004
|
|
$474K
|
–
|
–
|
–
|
|
|
2005
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$473K
|
-$1.35K
|
-13
|
-0.3%
|
|
|
2006
|
Horan Securities
Cincinnati,
United States
|
$472K
|
-$2.17K
|
-21
|
-0.5%
|
|
|
2007
|
Archford Capital Strategies
Swansea,
Illinois
|
$469K
|
-$29K
|
-280
|
-6%
|
|
|
2008
|
Henshaw Capital
Woburn,
Massachusetts
|
$468K
|
-$125K
|
-1,204
|
-22%
|
|
|
2009
|
Gemmer Asset Management
Walnut Creek,
California
|
$468K
|
-$5.28K
|
-51
|
-1%
|
|
|
2010
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$467K
|
-$311
|
-3
|
-0.1%
|
|
|
2011
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$466K
|
+$439K
|
+4,241
|
New
|
|
|
2012
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$465K
|
-$445K
|
-4,300
|
-50%
|
|
|
2013
|
Astoria Portfolio Advisors
New York
|
$464K
|
+$49.4K
|
+477
|
+13%
|
|
|
2014
|
Cooper/Haims Advisors
Victor,
New York
|
$463K
|
-$2.59K
|
-25
|
-0.6%
|
|
|
2015
|
M&G Investment Management
London,
United Kingdom
|
$460K
|
-$5.07M
|
-48,920
|
-92%
|
|
|
2016
|
Vance Wealth
Santa Clarita,
California
|
$459K
|
–
|
–
|
–
|
|
|
2017
|
Optimum Investment Advisors
Chicago,
Illinois
|
$458K
|
-$49.2K
|
-475
|
-10%
|
|
|
2018
|
Lawson Kroeker Investment Management
Omaha,
Nebraska
|
$458K
|
–
|
–
|
–
|
|
|
2019
|
Forza Wealth Management
Sarasota,
Florida
|
$458K
|
+$432K
|
+4,169
|
New
|
|
|
2020
|
Opal Wealth Advisors
Jericho,
New York
|
$457K
|
+$5.28K
|
+51
|
+1%
|
|
|
2021
|
Congress Park Capital
Saratoga Springs,
New York
|
$457K
|
–
|
–
|
–
|
|
|
2022
|
Ergawealth Advisors
Oak Brook,
Illinois
|
$455K
|
+$429K
|
+4,144
|
New
|
|
|
2023
|
Probity Advisors
Dallas,
Texas
|
$455K
|
-$10K
|
-97
|
-2%
|
|
|
2024
|
Bridge Creek Capital Management
West Barnstable,
Massachusetts
|
$454K
|
+$2.59K
|
+25
|
+0.6%
|
|
|
2025
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$454K
|
+$193K
|
+1,865
|
+82%
|
|
