|
2001
|
Evanson Asset Management
Carmel,
California
|
$845K
|
-$125K
|
-417
|
-13%
|
|
|
2002
|
IMS Capital Management
Portland,
Oregon
|
$844K
|
-$15K
|
-50
|
-2%
|
|
|
2003
|
Howard Capital Management Group
Los Angeles,
California
|
$843K
|
-$7.48K
|
-25
|
-0.9%
|
|
|
2004
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$840K
|
+$93.6K
|
+313
|
+13%
|
|
|
2005
|
Purkiss Capital Advisors
Ridgefield,
Connecticut
|
$839K
|
-$136K
|
-454
|
-14%
|
|
|
2006
|
Arrien Investments
Boise,
Idaho
|
$836K
|
+$4.19K
|
+14
|
+0.5%
|
|
|
2007
|
Quadcap Wealth Management
Frisco,
Texas
|
$836K
|
-$2.69K
|
-9
|
-0.3%
|
|
|
2008
|
SOA Wealth Advisors
New York
|
$836K
|
+$1.98M
|
+6,629
|
+246%
|
|
|
2009
|
Old North State Trust
Greensboro,
North Carolina
|
$832K
|
–
|
–
|
–
|
|
|
2010
|
Keebeck Wealth Management
Chicago,
Illinois
|
$827K
|
+$12K
|
+40
|
+2%
|
|
|
2011
|
Portfolio Design Labs
Encino,
California
|
$825K
|
-$520K
|
-1,737
|
-40%
|
|
|
2012
|
Live Oak Investment Partners
Austin,
Texas
|
$824K
|
+$789K
|
+2,638
|
New
|
|
|
2013
|
Granite Harbor Advisors
Houston,
Texas
|
$823K
|
+$31.1K
|
+104
|
+4%
|
|
|
2014
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$822K
|
+$57.1K
|
+191
|
+8%
|
|
|
2015
|
|
$818K
|
+$419K
|
+1,400
|
+115%
|
|
|
2016
|
Quotient Wealth Partners
Dallas,
Texas
|
$817K
|
+$77.2K
|
+258
|
+11%
|
|
|
2017
|
Ignite Planners
San Clemente,
California
|
$817K
|
+$71.2K
|
+238
|
+10%
|
|
|
2018
|
PCG Asset Management
Gladstone,
New Jersey
|
$816K
|
+$7.48K
|
+25
|
+1%
|
|
|
2019
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$816K
|
+$72.7K
|
+243
|
+10%
|
|
|
2020
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$816K
|
+$13.8K
|
+46
|
+2%
|
|
|
2021
|
Advisors Preferred
Rockville,
Maryland
|
$815K
|
+$778K
|
+2,600
|
New
|
|
|
2022
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$815K
|
–
|
–
|
–
|
|
|
2023
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$815K
|
-$117K
|
-391
|
-13%
|
|
|
2024
|
IAM Advisory
Easton,
Pennsylvania
|
$815K
|
+$4.79K
|
+16
|
+0.6%
|
|
|
2025
|
Horizon Wealth Management
La Grange,
Illinois
|
$814K
|
-$3.59K
|
-12
|
-0.5%
|
|
