|
2001
|
Summit Financial Strategies
Columbus,
Ohio
|
$266K
|
+$52K
|
+1,655
|
+26%
|
|
|
2002
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$265K
|
-$22.6K
|
-720
|
-8%
|
|
|
2003
|
Telos Capital Management
San Diego,
California
|
$264K
|
-$133K
|
-4,245
|
-35%
|
|
|
2004
|
RFP Financial Group
Atlanta,
Georgia
|
$264K
|
+$207K
|
+6,594
|
+503%
|
|
|
2005
|
Centerpoint Advisors
Needham,
Massachusetts
|
$264K
|
-$9.42K
|
-300
|
-4%
|
|
|
2006
|
Day & Ennis
Macon,
Georgia
|
$264K
|
+$10.9K
|
+347
|
+5%
|
|
|
2007
|
Straight Path Wealth Management
Jenison,
Michigan
|
$263K
|
-$6.28K
|
-200
|
-2%
|
|
|
2008
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$261K
|
-$4.71K
|
-150
|
-2%
|
|
|
2009
|
Pring Turner Capital Group
Alamo,
California
|
$260K
|
-$6.25K
|
-199
|
-2%
|
|
|
2010
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$260K
|
-$17.2K
|
-549
|
-7%
|
|
|
2011
|
Garrison Asset Management
Fayetteville,
Arkansas
|
$260K
|
-$21.3K
|
-678
|
-8%
|
|
|
2012
|
Members Trust
Tampa,
Florida
|
$259K
|
-$190K
|
-6,039
|
-44%
|
|
|
2013
|
Concord Wealth Partners
Abingdon,
Virginia
|
$259K
|
-$1.04K
|
-33
|
-0.4%
|
|
|
2014
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$258K
|
+$12.1K
|
+386
|
+5%
|
|
|
2015
|
Landaas & Company
Milwaukee,
Wisconsin
|
$258K
|
+$3.17K
|
+101
|
+1%
|
|
|
2016
|
Summit Securities Group
New York
|
$258K
|
+$242K
|
+7,702
|
New
|
|
|
2017
|
Hoya Capital Real Estate
Rowayton,
Connecticut
|
$258K
|
–
|
–
|
–
|
|
|
2018
|
WealthShield Partners
Cary,
North Carolina
|
$258K
|
+$63
|
+2
|
+0%
|
|
|
2019
|
AXQ Capital
Jersey City,
New Jersey
|
$257K
|
+$242K
|
+7,700
|
New
|
|
|
2020
|
Provence Wealth Management Group
Irvine,
California
|
$257K
|
-$21K
|
-670
|
-8%
|
|
|
2021
|
Great Diamond Partners
Portland,
Maine
|
$257K
|
+$7.06K
|
+225
|
+3%
|
|
|
2022
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$257K
|
-$28.9K
|
-921
|
-11%
|
|
|
2023
|
Leuthold Group
Minneapolis,
Minnesota
|
$257K
|
–
|
–
|
–
|
|
|
2024
|
WealthSpring Partners
Long Beach,
California
|
$256K
|
+$126
|
+4
|
+0.1%
|
|
|
2025
|
GM Advisory Group
Melville,
New York
|
$255K
|
+$13.7K
|
+435
|
+6%
|
|
