|
2001
|
Journey Strategic Wealth
Summit,
New Jersey
|
$239K
|
-$177K
|
-814
|
-40%
|
|
|
2002
|
YANKCOM Partnership
Yankton,
South Dakota
|
$239K
|
+$217
|
+1
|
+0.1%
|
|
|
2003
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$239K
|
-$8.3M
|
-38,250
|
-97%
|
|
|
2004
|
City State Bank
Norwalk,
Iowa
|
$237K
|
-$8.68K
|
-40
|
-3%
|
|
|
2005
|
Nestegg Advisors
Hauppauge,
New York
|
$237K
|
+$651
|
+3
|
+0.3%
|
|
|
2006
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$236K
|
–
|
–
|
–
|
|
|
2007
|
Atlas Legacy Advisors
Los Angeles,
California
|
$236K
|
+$25.6K
|
+118
|
+11%
|
|
|
2008
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$236K
|
-$1.83M
|
-8,422
|
-88%
|
|
|
2009
|
Schroder Investment Management Group
London,
United Kingdom
|
$235K
|
-$56.7M
|
-261,441
|
-100%
|
|
|
2010
|
Wealth Advisors of Tampa Bay
Tampa,
Florida
|
$234K
|
+$1.74K
|
+8
|
+0.7%
|
|
|
2011
|
Lincoln Capital
Lincoln,
Nebraska
|
$234K
|
–
|
–
|
–
|
|
|
2012
|
Forum Private Client Group
Fishers,
Indiana
|
$234K
|
-$4.12K
|
-19
|
-2%
|
|
|
2013
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$232K
|
-$2.17K
|
-10
|
-0.9%
|
|
|
2014
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
$232K
|
-$1.95K
|
-9
|
-0.8%
|
|
|
2015
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$231K
|
–
|
–
|
–
|
|
|
2016
|
Wealthcare Capital Management
Richmond,
Virginia
|
$230K
|
-$492K
|
-2,267
|
-66%
|
|
|
2017
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$230K
|
-$30.8K
|
-142
|
-11%
|
|
|
2018
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$229K
|
–
|
–
|
–
|
|
|
2019
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$229K
|
-$446K
|
-2,055
|
-64%
|
|
|
2020
|
Jag Capital Management
St Louis,
Missouri
|
$228K
|
-$13K
|
-60
|
-5%
|
|
|
2021
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$228K
|
–
|
–
|
–
|
|
|
2022
|
Prosperity Financial Group
San Ramon,
California
|
$228K
|
+$217
|
+1
|
+0.1%
|
|
|
2023
|
Mediolanum International Funds
Dublin 1,
Ireland
|
$228K
|
–
|
–
|
–
|
|
|
2024
|
Flynn Zito Capital Management
Garden City,
New York
|
$228K
|
+$248K
|
+1,143
|
New
|
|
|
2025
|
Maven Securities
St Helier,
Jersey
|
$228K
|
-$2.29M
|
-10,566
|
-90%
|
|
