|
2001
|
Gray Wealth Management
Bangor,
Maine
|
$1.66M
|
+$115K
|
+373
|
+7%
|
|
|
2002
|
HeadInvest LLC
Portland,
Maine
|
$1.65M
|
-$4.93K
|
-16
|
-0.3%
|
|
|
2003
|
CPA Asset Management
West Palm Beach,
Florida
|
$1.64M
|
–
|
–
|
–
|
|
|
2004
|
Voya Financial Advisors
Windsor,
Connecticut
|
$1.64M
|
-$424K
|
-1,377
|
-20%
|
|
|
2005
|
Consolidated Capital Management
Burbank,
California
|
$1.64M
|
–
|
–
|
–
|
|
|
2006
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$1.64M
|
–
|
–
|
–
|
|
|
2007
|
Conway Capital Management
Burbank,
California
|
$1.63M
|
+$26.2K
|
+85
|
+2%
|
|
|
2008
|
Hixon Zuercher
Findlay,
Ohio
|
$1.62M
|
-$34.5K
|
-112
|
-2%
|
|
|
2009
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$1.62M
|
+$59.8K
|
+194
|
+4%
|
|
|
2010
|
Spouting Rock Asset Management
Bryn Mawr,
Pennsylvania
|
$1.62M
|
+$193K
|
+626
|
+14%
|
|
|
2011
|
Brown Miller Wealth Management
Mclean,
Virginia
|
$1.62M
|
–
|
–
|
–
|
|
|
2012
|
Vaughan David Investments
Peoria,
Illinois
|
$1.62M
|
–
|
–
|
–
|
|
|
2013
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$1.61M
|
+$57.3K
|
+186
|
+4%
|
|
|
2014
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$1.61M
|
+$218K
|
+706
|
+16%
|
|
|
2015
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$1.61M
|
–
|
–
|
–
|
|
|
2016
|
Auxano Advisors
Bellevue,
Washington
|
$1.61M
|
+$90K
|
+292
|
+6%
|
|
|
2017
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$1.6M
|
+$43.5K
|
+141
|
+3%
|
|
|
2018
|
North Star Asset Management
Neenah,
Wisconsin
|
$1.6M
|
–
|
–
|
–
|
|
|
2019
|
Stewart & Patten Company
Lafayette,
California
|
$1.6M
|
+$20K
|
+65
|
+1%
|
|
|
2020
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$1.59M
|
+$1.59M
|
+5,144
|
New
|
|
|
2021
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.59M
|
+$211K
|
+685
|
+15%
|
|
|
2022
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$1.59M
|
+$43.5K
|
+141
|
+3%
|
|
|
2023
|
Encompass Wealth Advisors
Portland,
Oregon
|
$1.59M
|
+$9.24K
|
+30
|
+0.6%
|
|
|
2024
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$1.58M
|
+$64.7K
|
+210
|
+4%
|
|
|
2025
|
Citadel Advisors
Miami,
Florida
|
$1.58M
|
-$247M
|
-802,099
|
-99%
|
|
