|
2001
|
Ramirez Asset Management
New York
|
$985K
|
-$782K
|
-6,310
|
-46%
|
|
|
2002
|
Trek Financial
Scottsdale,
Arizona
|
$983K
|
+$172K
|
+1,390
|
+23%
|
|
|
2003
|
New Republic Capital
Charlotte,
North Carolina
|
$982K
|
+$38.4K
|
+310
|
+4%
|
|
|
2004
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$979K
|
-$332K
|
-2,680
|
-27%
|
|
|
2005
|
Capital Market Strategies
Palm Beach Gardens,
Florida
|
$979K
|
–
|
–
|
–
|
|
|
2006
|
Stableford Capital II
Scottsdale,
Arizona
|
$978K
|
-$135K
|
-1,090
|
-13%
|
|
|
2007
|
Verum Partners
Charlotte,
North Carolina
|
$978K
|
+$32.2K
|
+260
|
+4%
|
|
|
2008
|
Wedge Capital Management
Charlotte,
North Carolina
|
$976K
|
-$7.43K
|
-60
|
-0.8%
|
|
|
2009
|
Shelton Wealth Management
Fort Worth,
Texas
|
$975K
|
-$66.9K
|
-540
|
-7%
|
|
|
2010
|
Tudor Investment Corp
Stamford,
Connecticut
|
$973K
|
-$4.64M
|
-37,470
|
-84%
|
|
|
2011
|
Source Financial Advisors
New York
|
$969K
|
-$7.43K
|
-60
|
-0.8%
|
|
|
2012
|
SPC Financial Inc
Rockville,
Maryland
|
$969K
|
+$33.5K
|
+270
|
+4%
|
|
|
2013
|
Arax Advisory Partners
Denver,
Colorado
|
$968K
|
-$394K
|
-3,180
|
-30%
|
|
|
2014
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$961K
|
+$192K
|
+1,550
|
+27%
|
|
|
2015
|
Savvy Advisors Inc
New York
|
$960K
|
+$603K
|
+4,870
|
+205%
|
|
|
2016
|
Autumn Glory Partners
Dallas,
Texas
|
$960K
|
–
|
–
|
–
|
|
|
2017
|
Schnieders Capital Management
Pasadena,
California
|
$957K
|
+$138K
|
+1,110
|
+18%
|
|
|
2018
|
Lantern Wealth Advisors
Melville,
New York
|
$954K
|
-$140K
|
-1,130
|
-14%
|
|
|
2019
|
HCR Wealth Advisors
Los Angeles,
California
|
$949K
|
+$536K
|
+4,330
|
+154%
|
|
|
2020
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$946K
|
+$62K
|
+500
|
+8%
|
|
|
2021
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$945K
|
-$113K
|
-910
|
-11%
|
|
|
2022
|
Voya Financial Advisors
Windsor,
Connecticut
|
$944K
|
+$120K
|
+970
|
+16%
|
|
|
2023
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$941K
|
-$4.78M
|
-38,580
|
-84%
|
|
|
2024
|
Woodward Diversified Capital
Bakersfield,
California
|
$938K
|
+$34.7K
|
+280
|
+4%
|
|
|
2025
|
Gould Asset Management
Claremont,
California
|
$938K
|
–
|
–
|
–
|
|
