|
2001
|
Avise Financial Cooperative
Los Angeles,
California
|
$733K
|
+$707K
|
+2,411
|
New
|
|
|
2002
|
Curi RMB Capital
Chicago,
Illinois
|
$733K
|
-$101K
|
-345
|
-13%
|
|
|
2003
|
KRS Capital Management
Bloomfield,
Michigan
|
$729K
|
+$20.5K
|
+70
|
+3%
|
|
|
2004
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$726K
|
-$365K
|
-1,244
|
-34%
|
|
|
2005
|
Private Trust Company
Cleveland,
Ohio
|
$726K
|
-$138K
|
-469
|
-16%
|
|
|
2006
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
$725K
|
–
|
–
|
–
|
|
|
2007
|
Schubert & Co
Mckinney,
Texas
|
$722K
|
+$8.8K
|
+30
|
+1%
|
|
|
2008
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$721K
|
+$253K
|
+861
|
+57%
|
|
|
2009
|
Synergy Asset Management
Vancouver,
Washington
|
$721K
|
-$38.7K
|
-132
|
-5%
|
|
|
2010
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$721K
|
+$96.2K
|
+328
|
+16%
|
|
|
2011
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$720K
|
+$130K
|
+442
|
+23%
|
|
|
2012
|
MOR Wealth Management
Philadelphia,
Pennsylvania
|
$719K
|
+$694K
|
+2,366
|
New
|
|
|
2013
|
Activest Wealth Management
Aventure,
Florida
|
$718K
|
+$288K
|
+983
|
+71%
|
|
|
2014
|
Physician Wealth Advisors
Midvale,
Utah
|
$718K
|
+$66.9K
|
+228
|
+11%
|
|
|
2015
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
$717K
|
+$692K
|
+2,358
|
New
|
|
|
2016
|
GFS Advisors
Houston,
Texas
|
$716K
|
+$100K
|
+341
|
+17%
|
|
|
2017
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$715K
|
-$38.4K
|
-131
|
-6%
|
|
|
2018
|
Intrua Financial
Houston,
Texas
|
$713K
|
-$6.75K
|
-23
|
-1%
|
|
|
2019
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$711K
|
–
|
–
|
–
|
|
|
2020
|
Fairtree Asset Management
Bellville, Cape Town,
South Africa
|
$711K
|
+$375K
|
+1,277
|
+120%
|
|
|
2021
|
Chesapeake Asset Management
New York
|
$706K
|
+$523K
|
+1,782
|
+329%
|
|
|
2022
|
Vega Investment Solutions
Paris,
France
|
$706K
|
+$681K
|
+2,322
|
New
|
|
|
2023
|
Williams & Novak
Westlake Village,
California
|
$705K
|
+$160K
|
+547
|
+31%
|
|
|
2024
|
NCP Inc
La Quinta,
California
|
$705K
|
+$20.2K
|
+69
|
+3%
|
|
|
2025
|
AAF Wealth Management
Westborough,
Massachusetts
|
$704K
|
+$1.76K
|
+6
|
+0.3%
|
|
