|
2001
|
KHP Capital
Tulsa,
Oklahoma
|
$184K
|
–
|
–
|
–
|
|
|
2002
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$176K
|
-$209K
|
-2,042
|
-55%
|
|
|
2003
|
LifePlan Financial Group
Dayton,
Ohio
|
$173K
|
+$2.35K
|
+23
|
+1%
|
|
|
2004
|
ClearBridge LLC (Maryland)
Baltimore,
Maryland
|
$173K
|
+$20.6K
|
+201
|
+14%
|
|
|
2005
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$171K
|
-$120K
|
-1,173
|
-42%
|
|
|
2006
|
Bogart Wealth LLC
Mclean,
Virginia
|
$170K
|
+$17.6K
|
+172
|
+12%
|
|
|
2007
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$170K
|
+$102K
|
+1,000
|
+161%
|
|
|
2008
|
Creative Financial Designs
Kokomo,
Indiana
|
$169K
|
-$21K
|
-205
|
-11%
|
|
|
2009
|
Gemmer Asset Management
Walnut Creek,
California
|
$169K
|
–
|
–
|
–
|
|
|
2010
|
Laurion Capital Management
New York
|
$167K
|
-$1.87M
|
-18,310
|
-92%
|
|
|
2011
|
Ashburton (Jersey)
St Helier,
Jersey
|
$166K
|
+$51.1K
|
+500
|
+46%
|
|
|
2012
|
ArchPoint Investors
Coral Gables,
Florida
|
$165K
|
–
|
–
|
–
|
|
|
2013
|
Pin Oak Investment Advisors
Houston,
Texas
|
$157K
|
–
|
–
|
–
|
|
|
2014
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$156K
|
-$28.1K
|
-275
|
-16%
|
|
|
2015
|
|
$144K
|
-$9.19M
|
-89,842
|
-98%
|
|
|
2016
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$144K
|
-$14.8K
|
-145
|
-10%
|
|
|
2017
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$143K
|
+$111K
|
+1,089
|
+396%
|
|
|
2018
|
Arax Advisory Partners
Denver,
Colorado
|
$141K
|
+$51K
|
+499
|
+58%
|
|
|
2019
|
Bay Colony Advisors
Concord,
Massachusetts
|
$140K
|
+$136K
|
+1,332
|
New
|
|
|
2020
|
Northstar Capital Management
New York
|
$139K
|
-$17.9K
|
-175
|
-12%
|
|
|
2021
|
Bruderman Asset Management
Locust Valley,
New York
|
$135K
|
+$14.2K
|
+139
|
+12%
|
|
|
2022
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$131K
|
–
|
–
|
–
|
|
|
2023
|
IMS Capital Management
Portland,
Oregon
|
$129K
|
-$663K
|
-6,487
|
-84%
|
|
|
2024
|
Nicholas Company
Milwaukee,
Wisconsin
|
$125K
|
+$123K
|
+1,200
|
New
|
|
|
2025
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$123K
|
+$2.86K
|
+28
|
+2%
|
|
