|
2001
|
Venturi Wealth Management
Austin,
Texas
|
$2.06M
|
+$24.1K
|
+68
|
+1%
|
|
|
2002
|
Investment Partners
New Philadelphia,
Ohio
|
$2.06M
|
+$537K
|
+1,515
|
+35%
|
|
|
2003
|
Three Seasons Wealth
Salt Lake City,
Utah
|
$2.06M
|
+$2.09M
|
+5,880
|
New
|
|
|
2004
|
Bassett Hargrove Investment Counsel
Greenville,
Delaware
|
$2.06M
|
-$27.7K
|
-78
|
-1%
|
|
|
2005
|
Linscomb Wealth
Houston,
Texas
|
$2.06M
|
-$144K
|
-406
|
-6%
|
|
|
2006
|
Palumbo Wealth Management
Great Neck,
New York
|
$2.05M
|
+$355
|
+1
|
+0%
|
|
|
2007
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$2.05M
|
-$151K
|
-425
|
-7%
|
|
|
2008
|
Simplex Trading
Chicago,
Illinois
|
$2.04M
|
-$9.67M
|
-27,254
|
-82%
|
|
|
2009
|
WealthShield Partners
Cary,
North Carolina
|
$2.04M
|
+$39.7K
|
+112
|
+2%
|
|
|
2010
|
Weiss Multi-Strategy Advisers
New York
|
$2.04M
|
–
|
–
|
–
|
|
|
2011
|
Hantz Financial Services
Southfield,
Michigan
|
$2.04M
|
+$120K
|
+337
|
+6%
|
|
|
2012
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$2.04M
|
-$554K
|
-1,561
|
-21%
|
|
|
2013
|
Symphony Financial
Houston,
Texas
|
$2.04M
|
+$423K
|
+1,193
|
+26%
|
|
|
2014
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$2.04M
|
+$2.06M
|
+5,813
|
New
|
|
|
2015
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$2.03M
|
-$70.2K
|
-198
|
-3%
|
|
|
2016
|
Bourgeon Capital Management
Darien,
Connecticut
|
$2.03M
|
–
|
–
|
–
|
|
|
2017
|
Spreng Capital Management
Bucyrus,
Ohio
|
$2.03M
|
+$129K
|
+363
|
+7%
|
|
|
2018
|
ViaWealth
Leawood,
Kansas
|
$2.02M
|
–
|
–
|
–
|
|
|
2019
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$2.02M
|
+$80.2K
|
+226
|
+4%
|
|
|
2020
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$2.02M
|
+$1.06K
|
+3
|
+0.1%
|
|
|
2021
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$2.02M
|
+$17.7K
|
+50
|
+0.9%
|
|
|
2022
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$2.01M
|
–
|
–
|
–
|
|
|
2023
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$2.01M
|
+$19.9K
|
+56
|
+1%
|
|
|
2024
|
Breakwater Capital Group
Paramus,
New Jersey
|
$2.01M
|
+$152K
|
+429
|
+8%
|
|
|
2025
|
Romano Brothers & Co
Evanston,
Illinois
|
$2.01M
|
–
|
–
|
–
|
|
