|
2001
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$364K
|
+$1.01K
|
+4
|
+0.3%
|
|
|
2002
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$364K
|
+$20.2K
|
+80
|
+6%
|
|
|
2003
|
|
$363K
|
-$37.9K
|
-150
|
-10%
|
|
|
2004
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$363K
|
-$13.4K
|
-53
|
-4%
|
|
|
2005
|
Ballast Advisors
Woodbury,
Minnesota
|
$362K
|
–
|
–
|
–
|
|
|
2006
|
Focused Wealth Management
Newburgh,
New York
|
$361K
|
–
|
–
|
–
|
|
|
2007
|
Sage Rhino Capital
Menlo Park,
California
|
$361K
|
–
|
–
|
–
|
|
|
2008
|
Leo Brokerage
Hurst,
Texas
|
$361K
|
+$333K
|
+1,318
|
New
|
|
|
2009
|
Wolverine Trading
Chicago,
Illinois
|
$358K
|
-$5.06M
|
-20,049
|
-94%
|
|
|
2010
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$358K
|
-$30K
|
-119
|
-8%
|
|
|
2011
|
First Personal Financial Services
Charlotte,
North Carolina
|
$358K
|
-$18.9K
|
-75
|
-5%
|
|
|
2012
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$357K
|
–
|
–
|
–
|
|
|
2013
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$357K
|
-$80.3K
|
-318
|
-20%
|
|
|
2014
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$357K
|
-$54K
|
-214
|
-14%
|
|
|
2015
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$357K
|
-$9.6K
|
-38
|
-3%
|
|
|
2016
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$356K
|
+$33.1K
|
+131
|
+11%
|
|
|
2017
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$355K
|
–
|
–
|
–
|
|
|
2018
|
ProVise Management Group
Clearwater,
Florida
|
$353K
|
+$5.81K
|
+23
|
+2%
|
|
|
2019
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$353K
|
+$15.4K
|
+61
|
+4%
|
|
|
2020
|
RGT Wealth Advisors
Dallas,
Texas
|
$352K
|
+$311K
|
+1,230
|
+2,121%
|
|
|
2021
|
Austin Private Wealth
Austin,
Texas
|
$351K
|
-$14.9K
|
-59
|
-4%
|
|
|
2022
|
Oak Asset Management
Westlake Village,
California
|
$350K
|
–
|
–
|
–
|
|
|
2023
|
Trust Investment Advisors
Indianapolis,
Indiana
|
$350K
|
+$323K
|
+1,280
|
New
|
|
|
2024
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$349K
|
–
|
–
|
–
|
|
|
2025
|
Pin Oak Investment Advisors
Houston,
Texas
|
$349K
|
–
|
–
|
–
|
|
