|
2001
|
Abacus Planning Group
Columbia,
South Carolina
|
$1.08M
|
+$1.08M
|
+7,721
|
New
|
|
|
2002
|
Continuum Advisory
Eagle,
Idaho
|
$1.08M
|
+$45.8K
|
+329
|
+4%
|
|
|
2003
|
Treasurer of the State of North Carolina
Raleigh,
North Carolina
|
$1.08M
|
+$1.07M
|
+7,702
|
New
|
|
|
2004
|
Rational Advisors
Huntington,
New York
|
$1.07M
|
+$409K
|
+2,938
|
+62%
|
|
|
2005
|
SSI Investment Management
Los Angeles,
California
|
$1.07M
|
-$133K
|
-954
|
-11%
|
|
|
2006
|
American Asset Management
Boca Raton,
Florida
|
$1.07M
|
+$5.01K
|
+36
|
+0.5%
|
|
|
2007
|
Nottingham Advisors
Amherst,
New York
|
$1.07M
|
-$134K
|
-962
|
-11%
|
|
|
2008
|
Icon Wealth Partners
Houston,
Texas
|
$1.07M
|
+$1.06M
|
+7,637
|
New
|
|
|
2009
|
CAZ Investments
Houston,
Texas
|
$1.06M
|
–
|
–
|
–
|
|
|
2010
|
Orca Investment Management
Roseburg,
Oregon
|
$1.06M
|
+$27.9K
|
+200
|
+3%
|
|
|
2011
|
SFMG Wealth Advisors
Plano,
Texas
|
$1.06M
|
+$113K
|
+808
|
+12%
|
|
|
2012
|
Karp Capital Management
Sausalito,
California
|
$1.05M
|
+$66.2K
|
+475
|
+7%
|
|
|
2013
|
Freedom Day Solutions
Houston,
Texas
|
$1.05M
|
+$1.05M
|
+7,529
|
New
|
|
|
2014
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$1.05M
|
+$1.05M
|
+7,515
|
New
|
|
|
2015
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$1.05M
|
+$836
|
+6
|
+0.1%
|
|
|
2016
|
Hudock Inc
Williamsport,
Pennsylvania
|
$1.05M
|
+$150K
|
+1,076
|
+17%
|
|
|
2017
|
Timber Hill
Greenwich,
Connecticut
|
$1.04M
|
+$1.04M
|
+7,479
|
New
|
|
|
2018
|
Sonata Capital Group
Seattle,
Washington
|
$1.04M
|
–
|
–
|
–
|
|
|
2019
|
Highland Private Wealth Management
Bellevue,
Washington
|
$1.03M
|
-$37.5K
|
-269
|
-4%
|
|
|
2020
|
Rock Point Advisors
Burlington,
Vermont
|
$1.03M
|
+$57.9K
|
+416
|
+6%
|
|
|
2021
|
Mork Capital Management
Healdsburg,
California
|
$1.03M
|
–
|
–
|
–
|
|
|
2022
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$1.03M
|
-$1.93M
|
-13,877
|
-65%
|
|
|
2023
|
GSB Wealth Management
Guilford,
Connecticut
|
$1.03M
|
+$1.53K
|
+11
|
+0.1%
|
|
|
2024
|
Arlington Partners
Birmingham,
Alabama
|
$1.03M
|
+$1.02M
|
+7,355
|
New
|
|
|
2025
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$1.03M
|
+$1.02M
|
+7,335
|
New
|
|
