|
2001
|
Omnia Family Wealth
Aventura,
Florida
|
$228K
|
+$7.35K
|
+70
|
+3%
|
|
|
2002
|
JSF Financial
Los Angeles,
California
|
$227K
|
-$10.6K
|
-101
|
-5%
|
|
|
2003
|
CKW Financial Group
Honolulu,
Hawaii
|
$227K
|
+$210K
|
+2,000
|
+2,500%
|
|
|
2004
|
RWQ Financial Management Services
Naples,
Florida
|
$224K
|
-$189K
|
-1,800
|
-47%
|
|
|
2005
|
Whitney & Co
Rochester,
New York
|
$224K
|
+$10.5K
|
+100
|
+5%
|
|
|
2006
|
Gries Financial
Cleveland,
Ohio
|
$224K
|
+$213K
|
+2,027
|
New
|
|
|
2007
|
Better Money Decisions
Santa Fe,
New Mexico
|
$224K
|
+$215K
|
+2,046
|
New
|
|
|
2008
|
Investment Partners
New Philadelphia,
Ohio
|
$224K
|
+$215K
|
+2,051
|
New
|
|
|
2009
|
Nadler Financial Group
Deerfield,
Illinois
|
$223K
|
-$20.4K
|
-194
|
-9%
|
|
|
2010
|
Modera Wealth Management
Westwood,
New Jersey
|
$222K
|
-$135K
|
-1,288
|
-39%
|
|
|
2011
|
First Interstate Bancsystem
Billings,
Montana
|
$222K
|
+$214K
|
+2,034
|
New
|
|
|
2012
|
Strategic Blueprint
Atlanta,
Georgia
|
$222K
|
+$214K
|
+2,034
|
New
|
|
|
2013
|
Hobart Private Capital
Charlotte,
North Carolina
|
$221K
|
+$9.35K
|
+89
|
+5%
|
|
|
2014
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$221K
|
–
|
–
|
–
|
|
|
2015
|
Detalus Advisors
St. Louis,
Missouri
|
$221K
|
+$213K
|
+2,025
|
New
|
|
|
2016
|
UBP Investment Advisors
Geneva,
Switzerland
|
$220K
|
–
|
–
|
–
|
|
|
2017
|
Foster Group
West Des Moines,
Iowa
|
$220K
|
+$211K
|
+2,011
|
New
|
|
|
2018
|
AR Asset Management
West Hollywood,
California
|
$219K
|
–
|
–
|
–
|
|
|
2019
|
Seven Post Investment Office
San Francisco,
California
|
$219K
|
–
|
–
|
–
|
|
|
2020
|
Veritas Asset Management
London,
United Kingdom
|
$219K
|
–
|
–
|
–
|
|
|
2021
|
Ascension Capital Advisors
Houston,
Texas
|
$219K
|
+$210K
|
+2,000
|
New
|
|
|
2022
|
Susquehanna International Group (Ireland)
Dublin,
Ireland
|
$219K
|
+$210K
|
+2,001
|
New
|
|
|
2023
|
tru Independence
Portland,
Oregon
|
$218K
|
-$8.4K
|
-80
|
-4%
|
|
|
2024
|
EPG Wealth Management
Atlanta,
Georgia
|
$218K
|
+$525
|
+5
|
+0.3%
|
|
|
2025
|
Triton Wealth Management
Sun City,
Arizona
|
$218K
|
+$206K
|
+1,961
|
New
|
|
