|
2001
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$307K
|
-$117K
|
-585
|
-28%
|
|
|
2002
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$307K
|
–
|
–
|
–
|
|
|
2003
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$307K
|
+$19.4K
|
+97
|
+7%
|
|
|
2004
|
Mirador Capital Partners
Pleasanton,
California
|
$307K
|
-$293K
|
-1,466
|
-49%
|
|
|
2005
|
AWM Capital
Phoenix,
Arizona
|
$304K
|
-$22.2K
|
-111
|
-7%
|
|
|
2006
|
Stewart & Patten Company
Lafayette,
California
|
$304K
|
–
|
–
|
–
|
|
|
2007
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$303K
|
+$297K
|
+1,485
|
New
|
|
|
2008
|
Diligent Investors
Redlands,
California
|
$302K
|
-$1K
|
-5
|
-0.3%
|
|
|
2009
|
Watchman Group
Plano,
Texas
|
$301K
|
+$6.21K
|
+31
|
+2%
|
|
|
2010
|
Coppell Advisory Solutions
Coppell,
Texas
|
$300K
|
-$12.6K
|
-63
|
-4%
|
|
|
2011
|
Coppell Advisory Solutions Corp
Coppell,
Texas
|
$300K
|
-$12.6K
|
-63
|
-4%
|
|
|
2012
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$300K
|
+$26.6K
|
+133
|
+10%
|
|
|
2013
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$300K
|
-$21.8K
|
-109
|
-7%
|
|
|
2014
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$300K
|
–
|
–
|
–
|
|
|
2015
|
Pasadena Private Wealth
Pasadena,
California
|
$299K
|
+$1.2K
|
+6
|
+0.4%
|
|
|
2016
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$298K
|
-$22.2K
|
-111
|
-7%
|
|
|
2017
|
Ellsworth Advisors
Hudson,
Ohio
|
$298K
|
+$55.5K
|
+277
|
+23%
|
|
|
2018
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$298K
|
+$35.4K
|
+177
|
+14%
|
|
|
2019
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$297K
|
+$291K
|
+1,455
|
New
|
|
|
2020
|
Triumph Capital Management
Denver,
Colorado
|
$296K
|
+$291K
|
+1,452
|
New
|
|
|
2021
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$296K
|
+$4.6K
|
+23
|
+2%
|
|
|
2022
|
Jefferies Financial Group
New York
|
$295K
|
+$289K
|
+1,446
|
New
|
|
|
2023
|
RCS Financial Planning
Annapolis,
Maryland
|
$294K
|
-$57.3K
|
-286
|
-17%
|
|
|
2024
|
Coombe, Bender & Co
Ellenville,
New York
|
$293K
|
+$96.3K
|
+481
|
+50%
|
|
|
2025
|
Nova R Wealth
Overland Park,
Kansas
|
$293K
|
+$3.6K
|
+18
|
+1%
|
|
