|
2001
|
OMC Financial Services
Dewitt,
New York
|
$572K
|
-$381K
|
-3,538
|
-38%
|
|
|
2002
|
Drive Wealth Management
Lehi,
Utah
|
$571K
|
-$25.7K
|
-239
|
-4%
|
|
|
2003
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$570K
|
+$618K
|
+5,741
|
New
|
|
|
2004
|
Athena Investment Management
Orinda,
California
|
$570K
|
–
|
–
|
–
|
|
|
2005
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$569K
|
-$4.31K
|
-40
|
-0.7%
|
|
|
2006
|
Prentice Wealth Management
Rochester,
New York
|
$569K
|
-$9.15K
|
-85
|
-1%
|
|
|
2007
|
Quadcap Wealth Management
Frisco,
Texas
|
$568K
|
-$35.7K
|
-332
|
-5%
|
|
|
2008
|
Callan Capital
La Jolla,
California
|
$564K
|
+$4.31K
|
+40
|
+0.7%
|
|
|
2009
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$563K
|
-$22.2K
|
-206
|
-4%
|
|
|
2010
|
Cromwell Holdings
Jackson,
Wyoming
|
$562K
|
+$610K
|
+5,663
|
New
|
|
|
2011
|
Mason & Associates (California)
Los Angeles,
California
|
$562K
|
-$51.8K
|
-481
|
-8%
|
|
|
2012
|
Pacific Center for Financial Services
San Ramon,
California
|
$561K
|
-$2.91K
|
-27
|
-0.5%
|
|
|
2013
|
Great Lakes Retirement
Sandusky,
Ohio
|
$560K
|
+$67K
|
+622
|
+12%
|
|
|
2014
|
Probity Advisors
Dallas,
Texas
|
$560K
|
-$6.46K
|
-60
|
-1%
|
|
|
2015
|
Wellington Shields Capital Management
New York
|
$559K
|
+$51.9K
|
+482
|
+9%
|
|
|
2016
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$557K
|
-$14.6K
|
-136
|
-2%
|
|
|
2017
|
Tiemann Investment Advisors
Menlo Park,
California
|
$557K
|
-$3.77K
|
-35
|
-0.6%
|
|
|
2018
|
LSV Asset Management
Chicago,
Illinois
|
$556K
|
–
|
–
|
–
|
|
|
2019
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$555K
|
-$95.5K
|
-887
|
-14%
|
|
|
2020
|
Kirtland Hills Capital Management
Bratenahl,
Ohio
|
$553K
|
+$10K
|
+93
|
+2%
|
|
|
2021
|
ProVise Management Group
Clearwater,
Florida
|
$550K
|
-$8.5K
|
-79
|
-1%
|
|
|
2022
|
WP Advisors
San Francisco,
California
|
$550K
|
+$33.5K
|
+311
|
+6%
|
|
|
2023
|
Klingman & Associates
New York
|
$549K
|
+$181K
|
+1,679
|
+44%
|
|
|
2024
|
Crawford Investment Counsel
Atlanta,
Georgia
|
$549K
|
-$126K
|
-1,167
|
-17%
|
|
|
2025
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$548K
|
–
|
–
|
–
|
|
