|
2001
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$2.98M
|
+$31.6K
|
+49
|
+1%
|
|
|
2002
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$2.97M
|
-$482K
|
-748
|
-14%
|
|
|
2003
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$2.97M
|
-$96K
|
-149
|
-3%
|
|
|
2004
|
Advisor OS
Chicago,
Illinois
|
$2.97M
|
+$71.5K
|
+111
|
+3%
|
|
|
2005
|
Mainstream Capital Management
Los Angeles,
California
|
$2.97M
|
-$54.1K
|
-84
|
-2%
|
|
|
2006
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$2.96M
|
-$5.15K
|
-8
|
-0.2%
|
|
|
2007
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$2.95M
|
+$11.6K
|
+18
|
+0.4%
|
|
|
2008
|
Beck Mack & Oliver
New York
|
$2.95M
|
–
|
–
|
–
|
|
|
2009
|
Polymer Capital Management (HK)
Hong Kong
|
$2.94M
|
–
|
–
|
–
|
|
|
2010
|
Panoramic Investment Advisors
Denver,
Colorado
|
$2.93M
|
+$32.2K
|
+50
|
+1%
|
|
|
2011
|
Angeles Wealth Management
Santa Monica,
California
|
$2.91M
|
+$616K
|
+956
|
+28%
|
|
|
2012
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$2.91M
|
-$61.2K
|
-95
|
-2%
|
|
|
2013
|
Retirement Investment Advisors
Oklahoma City,
Oklahoma
|
$2.91M
|
+$2.8M
|
+4,348
|
New
|
|
|
2014
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$2.9M
|
-$61.8K
|
-96
|
-2%
|
|
|
2015
|
Community Trust & Investment
Versailles,
Kentucky
|
$2.89M
|
+$639K
|
+992
|
+30%
|
|
|
2016
|
Park Capital Management
Madison,
Wisconsin
|
$2.88M
|
-$124K
|
-193
|
-4%
|
|
|
2017
|
Inspire Advisors
Meridian,
Idaho
|
$2.88M
|
+$259K
|
+402
|
+10%
|
|
|
2018
|
CapWealth Advisors
Franklin,
Tennessee
|
$2.87M
|
-$9.66K
|
-15
|
-0.3%
|
|
|
2019
|
United Capital Management of KS
Salina,
Kansas
|
$2.87M
|
-$94K
|
-146
|
-3%
|
|
|
2020
|
Archford Capital Strategies
Swansea,
Illinois
|
$2.86M
|
-$644
|
-1
|
-0%
|
|
|
2021
|
Silvia McColl Wealth Management
San Diego,
California
|
$2.86M
|
–
|
–
|
–
|
|
|
2022
|
Optivise Advisory Services
Franklin,
Tennessee
|
$2.86M
|
-$3.79M
|
-5,883
|
-58%
|
|
|
2023
|
TD Asset Management
Toronto,
Ontario, Canada
|
$2.85M
|
-$160K
|
-249
|
-6%
|
|
|
2024
|
Wealth Effects
Boston,
Massachusetts
|
$2.85M
|
+$3.22K
|
+5
|
+0.1%
|
|
|
2025
|
Key Financial Inc
West Chester,
Pennsylvania
|
$2.85M
|
+$231K
|
+359
|
+9%
|
|
