|
2001
|
LifePro Asset Management
San Diego,
California
|
$373K
|
+$378K
|
+1,740
|
New
|
|
|
2002
|
Cowen and Company
New York
|
$372K
|
-$10.2M
|
-46,953
|
-96%
|
|
|
2003
|
BCS Wealth Management
Johnson City,
Tennessee
|
$372K
|
–
|
–
|
–
|
|
|
2004
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$372K
|
+$377K
|
+1,733
|
New
|
|
|
2005
|
Latitude Advisors
Vero Beach,
Florida
|
$372K
|
+$377K
|
+1,733
|
New
|
|
|
2006
|
XR Securities
Chicago,
Illinois
|
$370K
|
-$550K
|
-2,530
|
-59%
|
|
|
2007
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$370K
|
–
|
–
|
–
|
|
|
2008
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$369K
|
-$25.7K
|
-118
|
-6%
|
|
|
2009
|
Versant Capital Management
Phoenix,
Arizona
|
$368K
|
-$47.6K
|
-219
|
-11%
|
|
|
2010
|
GM Advisory Group
Melville,
New York
|
$367K
|
+$40.2K
|
+185
|
+12%
|
|
|
2011
|
|
$365K
|
-$298K
|
-1,371
|
-45%
|
|
|
2012
|
YorkBridge Wealth Partners
New York
|
$365K
|
-$12.2K
|
-56
|
-3%
|
|
|
2013
|
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
$365K
|
+$370K
|
+1,700
|
New
|
|
|
2014
|
Sand Hill Global Advisors
Palo Alto,
California
|
$364K
|
-$11.3K
|
-52
|
-3%
|
|
|
2015
|
Port Capital
Chicago,
Illinois
|
$364K
|
+$5.87K
|
+27
|
+2%
|
|
|
2016
|
9258 Wealth Management
Blue Ash,
Ohio
|
$362K
|
-$14.8K
|
-68
|
-4%
|
|
|
2017
|
Financial Insights
Tacoma,
Washington
|
$362K
|
+$1.96K
|
+9
|
+0.5%
|
|
|
2018
|
One Capital Management
Westlake Village,
California
|
$362K
|
+$8.48K
|
+39
|
+2%
|
|
|
2019
|
Estabrook Capital Management
New York
|
$361K
|
–
|
–
|
–
|
|
|
2020
|
West Coast Financial
Santa Barbara,
California
|
$361K
|
-$4.35K
|
-20
|
-1%
|
|
|
2021
|
Matthew Hamilton Rosenberg
|
$361K
|
+$7.39K
|
+34
|
+2%
|
|
|
2022
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$359K
|
–
|
–
|
–
|
|
|
2023
|
Omnia Family Wealth
Aventura,
Florida
|
$356K
|
–
|
–
|
–
|
|
|
2024
|
WealthOne
Albany,
New York
|
$355K
|
+$1.09K
|
+5
|
+0.3%
|
|
|
2025
|
Summit Financial Strategies
Columbus,
Ohio
|
$355K
|
+$34.8K
|
+160
|
+11%
|
|
