|
2001
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$144K
|
+$705K
|
+2,842
|
New
|
|
|
2002
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$142K
|
–
|
–
|
–
|
|
|
2003
|
Pacific Center for Financial Services
San Ramon,
California
|
$142K
|
–
|
–
|
–
|
|
|
2004
|
Mendota Financial Group
Madison,
Wisconsin
|
$142K
|
+$138K
|
+557
|
New
|
|
|
2005
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$141K
|
+$24.8K
|
+100
|
+22%
|
|
|
2006
|
WealthCollab
Bellevue,
Washington
|
$139K
|
–
|
–
|
–
|
|
|
2007
|
Hantz Financial Services
Southfield,
Michigan
|
$136K
|
-$51.1K
|
-206
|
-28%
|
|
|
2008
|
Orion Capital Management
Coronado,
California
|
$131K
|
+$88.5K
|
+357
|
+226%
|
|
|
2009
|
Townsend Asset Management
Raleigh,
North Carolina
|
$127K
|
-$13.4K
|
-54
|
-10%
|
|
|
2010
|
Woodside Wealth Management
Framingham,
Massachusetts
|
$126K
|
–
|
–
|
–
|
|
|
2011
|
Morling Financial Advisors
Fremont,
California
|
$123K
|
-$100K
|
-404
|
-45%
|
|
|
2012
|
Crews Bank & Trust
Wauchula,
Florida
|
$123K
|
-$6.2K
|
-25
|
-5%
|
|
|
2013
|
Private Wealth Management Group
Princeton,
New Jersey
|
$122K
|
–
|
–
|
–
|
|
|
2014
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$118K
|
+$248
|
+1
|
+0.2%
|
|
|
2015
|
Seneschal Advisors
Tacoma,
Washington
|
$116K
|
+$113K
|
+456
|
New
|
|
|
2016
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$115K
|
–
|
–
|
–
|
|
|
2017
|
American Capital Advisory
Ketchum,
Idaho
|
$115K
|
+$35.7K
|
+144
|
+47%
|
|
|
2018
|
Conquis Financial
Milbrae,
California
|
$111K
|
-$2.98K
|
-12
|
-3%
|
|
|
2019
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$108K
|
+$248
|
+1
|
+0.2%
|
|
|
2020
|
Gables Capital Management
Miami,
Florida
|
$108K
|
–
|
–
|
–
|
|
|
2021
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$105K
|
-$22.1K
|
-89
|
-18%
|
|
|
2022
|
Red Lighthouse Investment Management
New York
|
$105K
|
-$30.3K
|
-122
|
-23%
|
|
|
2023
|
Sunbelt Securities
Houston,
Texas
|
$104K
|
-$140K
|
-566
|
-58%
|
|
|
2024
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$104K
|
+$101K
|
+407
|
New
|
|
|
2025
|
Founders Capital Management (Texas)
Houston,
Texas
|
$103K
|
-$10.2K
|
-41
|
-9%
|
|
