|
2001
|
NFP Retirement Inc
Aliso Viejo,
California
|
$402K
|
+$57.2K
|
+419
|
+14%
|
|
|
2002
|
ProVise Management Group
Clearwater,
Florida
|
$401K
|
–
|
–
|
–
|
|
|
2003
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$401K
|
+$63.4K
|
+465
|
+16%
|
|
|
2004
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$401K
|
-$579K
|
-4,244
|
-55%
|
|
|
2005
|
Wellington Shields Capital Management
New York
|
$401K
|
-$466K
|
-3,414
|
-50%
|
|
|
2006
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$400K
|
-$102K
|
-750
|
-18%
|
|
|
2007
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$400K
|
-$128K
|
-941
|
-22%
|
|
|
2008
|
Affinity Capital Advisors
Berkeley,
California
|
$400K
|
-$298K
|
-2,188
|
-42%
|
|
|
2009
|
|
$399K
|
-$141K
|
-1,030
|
-23%
|
|
|
2010
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$399K
|
-$25.1K
|
-184
|
-5%
|
|
|
2011
|
Kimelman & Baird
New York
|
$398K
|
+$128K
|
+939
|
+38%
|
|
|
2012
|
Avalon Capital Management
Port Of Redwood City,
California
|
$396K
|
–
|
–
|
–
|
|
|
2013
|
Variant Private Wealth
Tysons,
Virginia
|
$396K
|
-$1.09K
|
-8
|
-0.2%
|
|
|
2014
|
Limestone Investment Advisors
New York
|
$396K
|
-$187K
|
-1,370
|
-29%
|
|
|
2015
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$393K
|
+$4.64K
|
+34
|
+1%
|
|
|
2016
|
Choate Investment Advisors
Boston,
Massachusetts
|
$393K
|
+$16.4K
|
+120
|
+4%
|
|
|
2017
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$392K
|
+$104K
|
+759
|
+29%
|
|
|
2018
|
Jag Capital Management
St Louis,
Missouri
|
$392K
|
–
|
–
|
–
|
|
|
2019
|
3Chopt Investment Partners
Richmond,
Virginia
|
$392K
|
+$85.7K
|
+628
|
+23%
|
|
|
2020
|
Terril Brothers
St. Louis,
Missouri
|
$392K
|
–
|
–
|
–
|
|
|
2021
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$392K
|
-$2.83M
|
-20,733
|
-86%
|
|
|
2022
|
Cascade Investment Group
Colorado Springs,
Colorado
|
$391K
|
–
|
–
|
–
|
|
|
2023
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$391K
|
+$40.5K
|
+297
|
+10%
|
|
|
2024
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$390K
|
–
|
–
|
–
|
|
|
2025
|
Canal Capital Management
Richmond,
Virginia
|
$390K
|
-$143K
|
-1,050
|
-24%
|
|
