|
2001
|
Fortem Financial Group
Palm Desert,
California
|
$1.87M
|
-$824K
|
-5,582
|
-32%
|
|
|
2002
|
Rock Creek Group
Washington,
District of Columbia
|
$1.87M
|
-$44.6K
|
-302
|
-2%
|
|
|
2003
|
Jennison Associates
New York
|
$1.87M
|
+$1.75M
|
+11,855
|
New
|
|
|
2004
|
|
$1.86M
|
–
|
–
|
–
|
|
|
2005
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$1.86M
|
+$86.3K
|
+585
|
+5%
|
|
|
2006
|
Insight Advisors
Newtown,
Pennsylvania
|
$1.86M
|
+$1.75M
|
+11,827
|
New
|
|
|
2007
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$1.85M
|
-$71K
|
-481
|
-4%
|
|
|
2008
|
St. Johns Investment Management
Jacksonville,
Florida
|
$1.85M
|
-$13.4K
|
-91
|
-0.8%
|
|
|
2009
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$1.85M
|
+$4.28K
|
+29
|
+0.2%
|
|
|
2010
|
Clarus Group
Houston,
Texas
|
$1.85M
|
+$1.64M
|
+11,082
|
New
|
|
|
2011
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$1.84M
|
+$87.8K
|
+595
|
+5%
|
|
|
2012
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.84M
|
+$271K
|
+1,837
|
+19%
|
|
|
2013
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$1.83M
|
-$295K
|
-1,998
|
-15%
|
|
|
2014
|
Bogart Wealth LLC
Mclean,
Virginia
|
$1.83M
|
+$119K
|
+807
|
+7%
|
|
|
2015
|
CAMG Solamere Management
Charlotte,
North Carolina
|
$1.83M
|
-$2.69M
|
-18,201
|
-61%
|
|
|
2016
|
Private Capital Group
West Hartford,
Connecticut
|
$1.83M
|
-$31.9K
|
-216
|
-2%
|
|
|
2017
|
Albion Financial Group
Salt Lake City,
Utah
|
$1.83M
|
+$82.6K
|
+560
|
+5%
|
|
|
2018
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$1.82M
|
+$53K
|
+359
|
+3%
|
|
|
2019
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$1.82M
|
+$104K
|
+707
|
+7%
|
|
|
2020
|
ICW Investment Advisors
Scottsdale,
Arizona
|
$1.82M
|
+$16.8K
|
+114
|
+1%
|
|
|
2021
|
Red Spruce Capital
Berwyn,
Pennsylvania
|
$1.81M
|
+$193K
|
+1,308
|
+13%
|
|
|
2022
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$1.81M
|
+$1.7M
|
+11,506
|
New
|
|
|
2023
|
CFM Wealth Partners
Austin,
Texas
|
$1.81M
|
+$451K
|
+3,053
|
+36%
|
|
|
2024
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$1.81M
|
-$14.5K
|
-98
|
-0.8%
|
|
|
2025
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$1.81M
|
-$29.5K
|
-200
|
-2%
|
|
