|
2001
|
Gunn & Company Investment Management
Jacksonville,
Florida
|
$306K
|
-$9.98M
|
-88,299
|
-97%
|
|
|
2002
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$305K
|
+$15K
|
+133
|
+5%
|
|
|
2003
|
Ashton Thomas Securities
Rochester,
New York
|
$305K
|
+$188K
|
+1,665
|
+177%
|
|
|
2004
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$304K
|
+$678
|
+6
|
+0.2%
|
|
|
2005
|
Investment Partners
New Philadelphia,
Ohio
|
$304K
|
+$113
|
+1
|
+0%
|
|
|
2006
|
GM Advisory Group
Melville,
New York
|
$304K
|
+$1.02K
|
+9
|
+0.3%
|
|
|
2007
|
CWA Asset Management Group
Naples,
Florida
|
$303K
|
+$293K
|
+2,592
|
New
|
|
|
2008
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$302K
|
-$7.46K
|
-66
|
-2%
|
|
|
2009
|
Sanders Morris Harris
Houston,
Texas
|
$302K
|
–
|
–
|
–
|
|
|
2010
|
Paulson Wealth Management
Wheaton,
Illinois
|
$301K
|
-$197K
|
-1,740
|
-40%
|
|
|
2011
|
Stephen J. Garry & Associates
Garden City,
New York
|
$300K
|
-$22.6K
|
-200
|
-7%
|
|
|
2012
|
Code Waechter
Tampa,
Florida
|
$300K
|
+$289K
|
+2,562
|
New
|
|
|
2013
|
Upper Left Wealth Management
Tampa,
Florida
|
$299K
|
-$5.76K
|
-51
|
-2%
|
|
|
2014
|
|
$299K
|
+$289K
|
+2,555
|
New
|
|
|
2015
|
Quartz Partners
Saratoga Springs,
New York
|
$298K
|
+$288K
|
+2,550
|
New
|
|
|
2016
|
Kaydan Wealth Management
Fenton,
Michigan
|
$298K
|
+$3.95K
|
+35
|
+1%
|
|
|
2017
|
Sand Hill Global Advisors
Palo Alto,
California
|
$296K
|
–
|
–
|
–
|
|
|
2018
|
Clearview Wealth Advisors
Salem,
Oregon
|
$296K
|
-$113
|
-1
|
-0%
|
|
|
2019
|
Strategic Financial Concepts
San Antonio,
Texas
|
$295K
|
-$110K
|
-974
|
-28%
|
|
|
2020
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$295K
|
+$88.5K
|
+783
|
+45%
|
|
|
2021
|
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
|
$295K
|
+$678
|
+6
|
+0.2%
|
|
|
2022
|
Clayton Financial Group
St. Louis,
Missouri
|
$294K
|
+$284K
|
+2,517
|
New
|
|
|
2023
|
Iconiq Capital
San Francisco,
California
|
$294K
|
+$1.24K
|
+11
|
+0.4%
|
|
|
2024
|
Trust Company of the South
Greensboro,
North Carolina
|
$293K
|
+$339
|
+3
|
+0.1%
|
|
|
2025
|
Wallace Advisory Group
Lafayette,
California
|
$292K
|
–
|
–
|
–
|
|
