|
2001
|
Grand Jean Capital Management
San Francisco,
California
|
$232K
|
+$202K
|
+1,500
|
New
|
|
|
2002
|
PDS Planning
Dublin,
Ohio
|
$232K
|
+$202K
|
+1,502
|
New
|
|
|
2003
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$232K
|
+$203K
|
+1,507
|
New
|
|
|
2004
|
Montis Financial
Waltham,
Massachusetts
|
$231K
|
-$35.7K
|
-265
|
-15%
|
|
|
2005
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$231K
|
-$12.2K
|
-91
|
-6%
|
|
|
2006
|
Rovin Capital
Mesa,
Arizona
|
$231K
|
+$201K
|
+1,496
|
New
|
|
|
2007
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$229K
|
+$199K
|
+1,480
|
New
|
|
|
2008
|
Palumbo Wealth Management
Great Neck,
New York
|
$228K
|
-$72K
|
-535
|
-27%
|
|
|
2009
|
Johanson Financial Advisors
Campbell,
California
|
$228K
|
+$190K
|
+1,411
|
New
|
|
|
2010
|
Archford Capital Strategies
Swansea,
Illinois
|
$228K
|
+$199K
|
+1,476
|
New
|
|
|
2011
|
Colonial River Investments
Midlothian,
Virginia
|
$228K
|
+$199K
|
+1,479
|
New
|
|
|
2012
|
New World Advisors
Hingham,
Massachusetts
|
$228K
|
+$199K
|
+1,479
|
New
|
|
|
2013
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$227K
|
–
|
–
|
–
|
|
|
2014
|
DFPG Investments
Sandy,
Utah
|
$226K
|
-$24.4K
|
-181
|
-11%
|
|
|
2015
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$226K
|
-$8.07K
|
-60
|
-4%
|
|
|
2016
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$225K
|
-$634K
|
-4,711
|
-76%
|
|
|
2017
|
Maryland Capital Management
Towson,
Maryland
|
$225K
|
+$196K
|
+1,454
|
New
|
|
|
2018
|
Sunflower Bank
Dallas,
Texas
|
$224K
|
+$195K
|
+1,452
|
New
|
|
|
2019
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$223K
|
+$194K
|
+1,444
|
New
|
|
|
2020
|
Essex Investment Management
Boston,
Massachusetts
|
$223K
|
-$955K
|
-7,095
|
-83%
|
|
|
2021
|
BTR Capital Management
Oakland,
California
|
$223K
|
-$16.1K
|
-120
|
-8%
|
|
|
2022
|
Bickling Financial Services
Lexington,
Massachusetts
|
$223K
|
+$194K
|
+1,441
|
New
|
|
|
2023
|
Altavista Wealth Management
Asheville,
North Carolina
|
$223K
|
+$194K
|
+1,444
|
New
|
|
|
2024
|
Hilton Capital Management
Garden City,
New York
|
$222K
|
-$187K
|
-1,388
|
-49%
|
|
|
2025
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$222K
|
+$135
|
+1
|
+0.1%
|
|
