|
2001
|
Members Trust
Tampa,
Florida
|
$1.47M
|
+$1.52M
|
+10,423
|
New
|
|
|
2002
|
Summit Wealth Partners
Orlando,
Florida
|
$1.46M
|
+$6.7K
|
+46
|
+0.4%
|
|
|
2003
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$1.46M
|
-$136K
|
-934
|
-8%
|
|
|
2004
|
Highland Private Wealth Management
Bellevue,
Washington
|
$1.46M
|
+$85.3K
|
+585
|
+6%
|
|
|
2005
|
WealthShield Partners
Cary,
North Carolina
|
$1.46M
|
+$1.07M
|
+7,334
|
+241%
|
|
|
2006
|
Townsend Asset Management
Raleigh,
North Carolina
|
$1.46M
|
+$1.02K
|
+7
|
+0.1%
|
|
|
2007
|
SignalPoint Asset Management
Springfield,
Missouri
|
$1.45M
|
+$136K
|
+930
|
+10%
|
|
|
2008
|
Hoertkorn Richard Charles
|
$1.45M
|
–
|
–
|
–
|
|
|
2009
|
Affiance Financial
St. Louis Park,
Minnesota
|
$1.45M
|
+$20.8K
|
+143
|
+1%
|
|
|
2010
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$1.45M
|
+$29.1K
|
+200
|
+2%
|
|
|
2011
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$1.45M
|
-$420K
|
-2,881
|
-22%
|
|
|
2012
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$1.45M
|
+$150K
|
+1,029
|
+11%
|
|
|
2013
|
Column Capital Advisors
Indianapolis,
Indiana
|
$1.44M
|
-$28.7K
|
-197
|
-2%
|
|
|
2014
|
GQG Partners
Ft. Lauderdale,
Florida
|
$1.44M
|
+$1.49M
|
+10,207
|
New
|
|
|
2015
|
WealthStone
Columbus,
Ohio
|
$1.43M
|
+$1.48M
|
+10,187
|
New
|
|
|
2016
|
Aurora Investment Managers
Naples,
Florida
|
$1.43M
|
-$177K
|
-1,212
|
-11%
|
|
|
2017
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$1.43M
|
+$82K
|
+563
|
+6%
|
|
|
2018
|
Focused Wealth Management
Newburgh,
New York
|
$1.43M
|
+$461K
|
+3,166
|
+45%
|
|
|
2019
|
Choreo LLC
Rockford,
Illinois
|
$1.43M
|
+$99.1K
|
+680
|
+7%
|
|
|
2020
|
Bay Colony Advisors
Concord,
Massachusetts
|
$1.42M
|
+$2.92K
|
+20
|
+0.2%
|
|
|
2021
|
Private Portfolio Partners
Paramus,
New Jersey
|
$1.42M
|
-$59.2K
|
-406
|
-4%
|
|
|
2022
|
Vigilant Capital Management
Portland,
Maine
|
$1.42M
|
+$242K
|
+1,661
|
+20%
|
|
|
2023
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$1.41M
|
-$32.5K
|
-223
|
-2%
|
|
|
2024
|
Golden State Wealth Management
Santa Ana,
California
|
$1.41M
|
+$1.04M
|
+7,145
|
+249%
|
|
|
2025
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$1.41M
|
-$9.18K
|
-63
|
-0.6%
|
|
