|
2001
|
Park Square Financial Group
Roswell,
Georgia
|
$1.65M
|
-$461K
|
-926
|
-24%
|
|
|
2002
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$1.64M
|
-$87.5K
|
-176
|
-6%
|
|
|
2003
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$1.64M
|
-$17.9K
|
-36
|
-1%
|
|
|
2004
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$1.63M
|
+$213K
|
+428
|
+17%
|
|
|
2005
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$1.63M
|
-$109K
|
-220
|
-7%
|
|
|
2006
|
Nishkama Capital LLC
Dorado,
Puerto Rico
|
$1.62M
|
+$1.46M
|
+2,945
|
New
|
|
|
2007
|
Howland Capital Management
Boston,
Massachusetts
|
$1.62M
|
-$43.8K
|
-88
|
-3%
|
|
|
2008
|
Global Financial Private Client
Sarasota,
Florida
|
$1.62M
|
-$37.8K
|
-76
|
-3%
|
|
|
2009
|
OneAscent Financial Services
Birmingham,
Alabama
|
$1.62M
|
+$318K
|
+639
|
+28%
|
|
|
2010
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$1.61M
|
+$1.21M
|
+2,430
|
+502%
|
|
|
2011
|
Strata Wealth Advisors
Dallas,
Texas
|
$1.59M
|
+$732K
|
+1,471
|
+104%
|
|
|
2012
|
Silvia McColl Wealth Management
San Diego,
California
|
$1.59M
|
+$37.3K
|
+75
|
+3%
|
|
|
2013
|
Evernest Financial Advisors
Carmel,
Indiana
|
$1.58M
|
+$3.98K
|
+8
|
+0.3%
|
|
|
2014
|
Wimmer Associates 1
Pasadena,
California
|
$1.58M
|
–
|
–
|
–
|
|
|
2015
|
Mizuho Markets Americas
New York
|
$1.57M
|
-$1.59M
|
-3,200
|
-53%
|
|
|
2016
|
Quantum Private Wealth
Tampa,
Florida
|
$1.57M
|
-$91K
|
-183
|
-6%
|
|
|
2017
|
Great Lakes Advisors
Chicago,
Illinois
|
$1.57M
|
-$849K
|
-1,707
|
-37%
|
|
|
2018
|
Tortoise Investment Management
White Plains,
New York
|
$1.57M
|
+$12.4K
|
+25
|
+0.9%
|
|
|
2019
|
GatePass Capital
Independence,
Ohio
|
$1.56M
|
-$215K
|
-433
|
-13%
|
|
|
2020
|
Core Wealth Partners
Santa Rosa,
California
|
$1.56M
|
+$145K
|
+292
|
+11%
|
|
|
2021
|
HRC Wealth Management
Moscow,
Idaho
|
$1.56M
|
+$64.2K
|
+129
|
+5%
|
|
|
2022
|
Grantvest Financial Group
Matawan,
New Jersey
|
$1.56M
|
+$70.1K
|
+141
|
+5%
|
|
|
2023
|
GM Advisory Group
Melville,
New York
|
$1.56M
|
+$135K
|
+271
|
+11%
|
|
|
2024
|
Klingman & Associates
New York
|
$1.56M
|
-$14.4K
|
-29
|
-1%
|
|
|
2025
|
Gilbert & Cook
West Des Moines,
Iowa
|
$1.55M
|
+$55.2K
|
+111
|
+4%
|
|
