|
2001
|
Avalon Trust
Santa Fe,
New Mexico
|
$13.1K
|
–
|
–
|
–
|
|
|
2002
|
DB Fitzpatrick & Co
Boise,
Idaho
|
$12.7K
|
–
|
–
|
–
|
|
|
2003
|
Kilter Group
Rhinebeck,
New York
|
$12.1K
|
+$107
|
+1
|
+0.8%
|
|
|
2004
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$11.9K
|
-$1.93K
|
-18
|
-13%
|
|
|
2005
|
Miller Global Investments
Dallas,
Texas
|
$11.4K
|
–
|
–
|
–
|
|
|
2006
|
SIMA Wealth Partners
North Chesterfield,
Virginia
|
$11K
|
–
|
–
|
–
|
|
|
2007
|
Kimelman & Baird
New York
|
$10K
|
–
|
–
|
–
|
|
|
2008
|
Strive Financial Group
Carmel,
Indiana
|
$10K
|
–
|
–
|
–
|
|
|
2009
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$9.84K
|
–
|
–
|
–
|
|
|
2010
|
McMillan Office
St. Clair Shores,
Michigan
|
$9.84K
|
–
|
–
|
–
|
|
|
2011
|
Nvest Wealth Strategies
Powell,
Ohio
|
$9.84K
|
–
|
–
|
–
|
|
|
2012
|
Magnolia Wealth Management
Dothan,
Alabama
|
$9.84K
|
+$10.7K
|
+100
|
New
|
|
|
2013
|
Protective Life
Birmingham,
Alabama
|
$9.84K
|
+$10.7K
|
+100
|
New
|
|
|
2014
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$9.84K
|
+$10.7K
|
+100
|
New
|
|
|
2015
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$9.73K
|
+$107
|
+1
|
+1%
|
|
|
2016
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$9.25K
|
-$315K
|
-2,936
|
-97%
|
|
|
2017
|
Matthew Hamilton Rosenberg
|
$8.85K
|
-$86.1K
|
-803
|
-90%
|
|
|
2018
|
Private Wealth Management Group
Princeton,
New Jersey
|
$8.36K
|
+$429
|
+4
|
+5%
|
|
|
2019
|
Intentional Wealth Strategies
Colorado Springs,
Colorado
|
$8.26K
|
+$9.01K
|
+84
|
New
|
|
|
2020
|
YANKCOM Partnership
Yankton,
South Dakota
|
$8.17K
|
–
|
–
|
–
|
|
|
2021
|
E Fund Management (HK)
Central,
Hong Kong
|
$8.17K
|
+$8.37K
|
+78
|
+1,560%
|
|
|
2022
|
Hughes Financial Services
Herndon,
Virginia
|
$7.97K
|
+$1.72K
|
+16
|
+25%
|
|
|
2023
|
Arlington Trust
Birmingham,
Alabama
|
$7.77K
|
+$8.47K
|
+79
|
New
|
|
|
2024
|
Bell Investment Advisors
Oakland,
California
|
$7.38K
|
-$5.36K
|
-50
|
-40%
|
|
|
2025
|
Olistico Wealth
Tulsa,
Oklahoma
|
$7.38K
|
–
|
–
|
–
|
|
