|
2001
|
Knuff & Co
Foster City,
California
|
$652K
|
–
|
–
|
–
|
|
|
2002
|
Payne Capital
Lake Oswego,
Oregon
|
$652K
|
–
|
–
|
–
|
|
|
2003
|
Sovereign Financial Group
Stamford,
Connecticut
|
$650K
|
+$5.82K
|
+17
|
+1%
|
|
|
2004
|
Gibraltar Capital Management
Tulsa,
Oklahoma
|
$649K
|
+$342
|
+1
|
+0.1%
|
|
|
2005
|
Verition Fund Management
Greenwich,
Connecticut
|
$648K
|
-$943K
|
-2,755
|
-61%
|
|
|
2006
|
Leonteq Securities AG
Zurich,
Switzerland
|
$648K
|
+$107K
|
+314
|
+21%
|
|
|
2007
|
Iams Wealth Management
Omaha,
Nebraska
|
$648K
|
+$87.3K
|
+255
|
+17%
|
|
|
2008
|
Precedent Wealth Partners
Houston,
Texas
|
$647K
|
-$2.18M
|
-6,358
|
-78%
|
|
|
2009
|
Code Waechter
Tampa,
Florida
|
$647K
|
-$123K
|
-360
|
-17%
|
|
|
2010
|
Cornerstone Planning
Charlotte,
North Carolina
|
$646K
|
-$1.8M
|
-5,270
|
-75%
|
|
|
2011
|
Landmark Wealth Management (New York)
Melville,
New York
|
$645K
|
–
|
–
|
–
|
|
|
2012
|
Arcataur Capital Management
Milwaukee,
Wisconsin
|
$644K
|
+$8.56K
|
+25
|
+1%
|
|
|
2013
|
Diligent Investors
Redlands,
California
|
$643K
|
+$2.4K
|
+7
|
+0.4%
|
|
|
2014
|
WrapManager Inc
Mill Valley,
California
|
$643K
|
-$16.4K
|
-48
|
-3%
|
|
|
2015
|
Adkins Seale Capital Management
Shreveport,
Louisiana
|
$640K
|
–
|
–
|
–
|
|
|
2016
|
Wealth Quarterback
Toms River,
New Jersey
|
$638K
|
-$46.2K
|
-135
|
-7%
|
|
|
2017
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$638K
|
+$119K
|
+349
|
+25%
|
|
|
2018
|
Oxford Asset Management
Oxford,
United Kingdom
|
$637K
|
+$389K
|
+1,137
|
+183%
|
|
|
2019
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$634K
|
+$342
|
+1
|
+0.1%
|
|
|
2020
|
Inscription Capital
Houston,
Texas
|
$633K
|
+$119K
|
+349
|
+25%
|
|
|
2021
|
Sky Investment Group
Hartford,
Connecticut
|
$633K
|
-$1.37K
|
-4
|
-0.2%
|
|
|
2022
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$631K
|
-$6.16K
|
-18
|
-1%
|
|
|
2023
|
Fruth Investment Management
Houston,
Texas
|
$630K
|
–
|
–
|
–
|
|
|
2024
|
Junk Investment Group
Hunt Valley,
Maryland
|
$628K
|
+$1.71K
|
+5
|
+0.3%
|
|
|
2025
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$628K
|
-$5.82K
|
-17
|
-1%
|
|
