|
2001
|
Investmark Advisory Group
Shelton,
Connecticut
|
$337K
|
-$6.44K
|
-115
|
-2%
|
|
|
2002
|
Cogent Private Wealth
Orlando,
Florida
|
$337K
|
+$112K
|
+1,998
|
+47%
|
|
|
2003
|
Private Capital Management (Florida)
Naples,
Florida
|
$336K
|
+$58.8K
|
+1,050
|
+20%
|
|
|
2004
|
Cynosure Group
Salt Lake City,
Utah
|
$336K
|
–
|
–
|
–
|
|
|
2005
|
Hippocratic Financial Advisors
Westlake Village,
California
|
$336K
|
+$136K
|
+2,419
|
+64%
|
|
|
2006
|
Hansen & Associates Financial Group
Roseville,
California
|
$336K
|
-$1.33M
|
-23,774
|
-79%
|
|
|
2007
|
Neumann Capital Management
Foster City,
California
|
$335K
|
-$5.6K
|
-100
|
-2%
|
|
|
2008
|
Montgomery Investment Management
Rockville,
Maryland
|
$335K
|
–
|
–
|
–
|
|
|
2009
|
Bourgeon Capital Management
Darien,
Connecticut
|
$335K
|
+$347K
|
+6,198
|
New
|
|
|
2010
|
SG Americas Securities
New York
|
$335K
|
+$347K
|
+6,191
|
New
|
|
|
2011
|
Forum Private Client Group
Fishers,
Indiana
|
$335K
|
–
|
–
|
–
|
|
|
2012
|
Perennial Investment Advisors
Los Angeles,
California
|
$335K
|
+$42.7K
|
+762
|
+14%
|
|
|
2013
|
Asset Allocation Strategies
Farmington,
Michigan
|
$334K
|
-$2.75M
|
-49,019
|
-89%
|
|
|
2014
|
Laurel Oak Wealth Management
Marlton,
New Jersey
|
$334K
|
-$11.9K
|
-212
|
-3%
|
|
|
2015
|
Cottage Street Advisors
Marion,
Massachusetts
|
$334K
|
–
|
–
|
–
|
|
|
2016
|
Segment Wealth Management
Houston,
Texas
|
$333K
|
+$345K
|
+6,160
|
New
|
|
|
2017
|
TFB Advisors
Overland Park,
Kansas
|
$333K
|
-$179K
|
-3,200
|
-34%
|
|
|
2018
|
Broadleaf Partners
Hudson,
Ohio
|
$331K
|
-$19.1K
|
-341
|
-5%
|
|
|
2019
|
Quotient Wealth Partners
Dallas,
Texas
|
$331K
|
-$3.47K
|
-62
|
-1%
|
|
|
2020
|
Anchor Investment Management
Columbia,
South Carolina
|
$331K
|
+$7.56K
|
+135
|
+2%
|
|
|
2021
|
Spinnaker Investment Group
Newport Beach,
California
|
$331K
|
-$85.2K
|
-1,521
|
-20%
|
|
|
2022
|
Patten & Patten
Chattanooga,
Tennessee
|
$331K
|
–
|
–
|
–
|
|
|
2023
|
Elser Financial Planning
Indianapolis,
Indiana
|
$329K
|
-$48.8K
|
-871
|
-12%
|
|
|
2024
|
Canal Capital Management
Richmond,
Virginia
|
$329K
|
+$341K
|
+6,084
|
New
|
|
|
2025
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$328K
|
–
|
–
|
–
|
|
