|
2001
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$287K
|
+$272K
|
+2,296
|
New
|
|
|
2002
|
Kalos Management
Alpharetta,
Georgia
|
$283K
|
+$66.4K
|
+560
|
+32%
|
|
|
2003
|
C Partners Holding
Zurich,
Switzerland
|
$283K
|
+$268K
|
+2,264
|
New
|
|
|
2004
|
Wallington Asset Management
Indianapolis,
Indiana
|
$281K
|
-$2.37K
|
-20
|
-0.9%
|
|
|
2005
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$280K
|
–
|
–
|
–
|
|
|
2006
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$279K
|
-$113K
|
-950
|
-30%
|
|
|
2007
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$279K
|
+$265K
|
+2,231
|
New
|
|
|
2008
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$278K
|
–
|
–
|
–
|
|
|
2009
|
Quadrature Capital
London,
United Kingdom
|
$278K
|
+$263K
|
+2,217
|
New
|
|
|
2010
|
Hendershot Investments
Centreville,
Virginia
|
$277K
|
-$21.9K
|
-185
|
-8%
|
|
|
2011
|
MV Capital Management
Bethesda,
Maryland
|
$277K
|
-$2.37K
|
-20
|
-0.9%
|
|
|
2012
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$276K
|
+$261K
|
+2,201
|
New
|
|
|
2013
|
Confluence Wealth Management
Portland,
Oregon
|
$272K
|
-$16.2K
|
-137
|
-6%
|
|
|
2014
|
Klingman & Associates
New York
|
$271K
|
–
|
–
|
–
|
|
|
2015
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$270K
|
–
|
–
|
–
|
|
|
2016
|
Diker Management
New York
|
$270K
|
–
|
–
|
–
|
|
|
2017
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$269K
|
–
|
–
|
–
|
|
|
2018
|
Affiance Financial
St. Louis Park,
Minnesota
|
$269K
|
+$21.3K
|
+180
|
+9%
|
|
|
2019
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$268K
|
-$752K
|
-6,341
|
-75%
|
|
|
2020
|
Bender Robert & Associates
Pasadena,
California
|
$268K
|
-$5.93K
|
-50
|
-2%
|
|
|
2021
|
Proficio Capital Partners
Newton,
Massachusetts
|
$267K
|
+$4.27K
|
+36
|
+2%
|
|
|
2022
|
Trilogy Capital
Irvine,
California
|
$267K
|
+$253K
|
+2,130
|
New
|
|
|
2023
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$266K
|
–
|
–
|
–
|
|
|
2024
|
Seizert Capital Partners
Birmingham,
Michigan
|
$265K
|
+$22.2K
|
+187
|
+10%
|
|
|
2025
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$265K
|
+$247K
|
+2,080
|
New
|
|
