|
2001
|
Gerber LLC
Columbus,
Ohio
|
$609K
|
–
|
–
|
–
|
|
|
2002
|
CSS LLC
Chicago,
Illinois
|
$607K
|
+$637K
|
+2,984
|
New
|
|
|
2003
|
Evolution Wealth Advisors
Aventura,
Florida
|
$607K
|
+$168K
|
+789
|
+36%
|
|
|
2004
|
DGS Capital Management
Jersey City,
New Jersey
|
$606K
|
+$385K
|
+1,804
|
+154%
|
|
|
2005
|
Ground Swell Capital
Folly Beach,
South Carolina
|
$604K
|
+$207K
|
+971
|
+49%
|
|
|
2006
|
Capital Markets Trading (UK)
London,
United Kingdom
|
$604K
|
+$634K
|
+2,971
|
New
|
|
|
2007
|
Waterway Wealth Management
The Woodlands,
Texas
|
$603K
|
-$319K
|
-1,495
|
-34%
|
|
|
2008
|
Hilltop National Bank
Casper,
Wyoming
|
$599K
|
+$10.5K
|
+49
|
+2%
|
|
|
2009
|
Ervin Investment Management
Seattle,
Washington
|
$598K
|
+$628K
|
+2,941
|
New
|
|
|
2010
|
Birch Financial Group
Keene,
New Hampshire
|
$597K
|
+$165K
|
+772
|
+36%
|
|
|
2011
|
|
$597K
|
+$187K
|
+878
|
+43%
|
|
|
2012
|
Stonebridge Financial Group (Missouri)
St. Louis,
Missouri
|
$595K
|
-$17.9K
|
-84
|
-3%
|
|
|
2013
|
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
|
$593K
|
-$67K
|
-314
|
-10%
|
|
|
2014
|
MJP Associates
Farmington,
Connecticut
|
$592K
|
-$1.92K
|
-9
|
-0.3%
|
|
|
2015
|
Aspire Growth Partners
Miromar Lakes,
Florida
|
$591K
|
+$26.5K
|
+124
|
+4%
|
|
|
2016
|
Owen LaRue
Elizabethtown,
Kentucky
|
$591K
|
-$2.39M
|
-11,190
|
-79%
|
|
|
2017
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$591K
|
+$35.4K
|
+166
|
+6%
|
|
|
2018
|
Everett Harris & Co
Los Angeles,
California
|
$591K
|
+$21.4K
|
+100
|
+4%
|
|
|
2019
|
Clarity Wealth Advisors
San Jose,
California
|
$590K
|
-$641
|
-3
|
-0.1%
|
|
|
2020
|
Opes Wealth Management
Menlo Park,
California
|
$589K
|
-$12.8K
|
-60
|
-2%
|
|
|
2021
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$589K
|
-$8.54K
|
-40
|
-1%
|
|
|
2022
|
State of Wyoming
Cheyenne,
Wyoming
|
$588K
|
-$290K
|
-1,359
|
-32%
|
|
|
2023
|
Natural Investments
Windsor,
California
|
$588K
|
+$11.7K
|
+55
|
+2%
|
|
|
2024
|
Richards, Merrill & Peterson
Spokane,
Washington
|
$584K
|
+$169K
|
+792
|
+38%
|
|
|
2025
|
Impact Partnership Wealth
Marietta,
Georgia
|
$584K
|
-$80.9K
|
-379
|
-12%
|
|
