|
2001
|
TCI Wealth Advisors
Tucson,
Arizona
|
$632K
|
+$21.5K
|
+1,140
|
+3%
|
|
|
2002
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$628K
|
-$34.5K
|
-1,830
|
-4%
|
|
|
2003
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$627K
|
+$176K
|
+9,330
|
+29%
|
|
|
2004
|
Highlander Capital Management
Short Hills,
New Jersey
|
$624K
|
–
|
–
|
–
|
|
|
2005
|
McDonough Capital Management
Orlando,
Florida
|
$624K
|
+$133K
|
+7,040
|
+21%
|
|
|
2006
|
Evolution Wealth Advisors
Aventura,
Florida
|
$623K
|
+$3.77K
|
+200
|
+0.5%
|
|
|
2007
|
Curtis Advisory Group
Santa Barbara,
California
|
$622K
|
-$4.72K
|
-250
|
-0.6%
|
|
|
2008
|
Crew Capital Management
Cincinnati,
Ohio
|
$620K
|
-$25.7K
|
-1,360
|
-3%
|
|
|
2009
|
Oakwell Private Wealth Management
Austin,
Texas
|
$620K
|
+$28.5K
|
+1,510
|
+4%
|
|
|
2010
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$619K
|
+$32.5K
|
+1,720
|
+4%
|
|
|
2011
|
Goodman Advisory Group
Needham,
Massachusetts
|
$617K
|
-$711K
|
-37,690
|
-48%
|
|
|
2012
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$616K
|
-$10.8K
|
-570
|
-1%
|
|
|
2013
|
Private Capital Group
West Hartford,
Connecticut
|
$614K
|
-$630K
|
-33,380
|
-45%
|
|
|
2014
|
Stokes Family Office
New Orleans,
Louisiana
|
$614K
|
+$5.1K
|
+270
|
+0.7%
|
|
|
2015
|
Fayez Sarofim & Co
Houston,
Texas
|
$614K
|
+$563K
|
+29,850
|
+280%
|
|
|
2016
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$613K
|
-$68.9K
|
-3,650
|
-8%
|
|
|
2017
|
Bartlett & Co
Cincinnati,
Ohio
|
$613K
|
+$32.7K
|
+1,730
|
+4%
|
|
|
2018
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$613K
|
+$32.7K
|
+1,730
|
+4%
|
|
|
2019
|
First Capital Advisors Group
Little Silver,
New Jersey
|
$612K
|
+$762K
|
+40,380
|
New
|
|
|
2020
|
Cornercap Investment Counsel
Atlanta,
Georgia
|
$610K
|
-$18.3K
|
-970
|
-2%
|
|
|
2021
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$608K
|
-$6.79K
|
-360
|
-0.9%
|
|
|
2022
|
Sassicaia Capital Advisers
Jericho,
New York
|
$606K
|
-$295K
|
-15,610
|
-28%
|
|
|
2023
|
Rollins Financial
Atlanta,
Georgia
|
$606K
|
-$17.9K
|
-950
|
-2%
|
|
|
2024
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$606K
|
+$45.1K
|
+2,390
|
+6%
|
|
|
2025
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$606K
|
+$234K
|
+12,420
|
+45%
|
|
