|
2001
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$202K
|
-$62.6K
|
-1,293
|
-24%
|
|
|
2002
|
M. Kraus & Co
Shelburne,
Vermont
|
$202K
|
+$194K
|
+4,007
|
New
|
|
|
2003
|
Engineers Gate Manager
New York
|
$201K
|
+$194K
|
+4,000
|
New
|
|
|
2004
|
Financial Advantage
Columbia,
Maryland
|
$201K
|
+$194K
|
+4,006
|
New
|
|
|
2005
|
Meitav Investment House
Bene-Beraq,
Israel
|
$200K
|
-$15.9K
|
-329
|
-8%
|
|
|
2006
|
Kabarec Financial Advisors
Palatine,
Illinois
|
$200K
|
+$193K
|
+3,982
|
New
|
|
|
2007
|
Front Barnett Associates
Chicago,
Illinois
|
$200K
|
+$193K
|
+3,983
|
New
|
|
|
2008
|
Acropolis Investment Management
St. Louis,
Missouri
|
$190K
|
+$145
|
+3
|
+0.1%
|
|
|
2009
|
Proficio Capital Partners
Newton,
Massachusetts
|
$190K
|
+$33.4K
|
+690
|
+22%
|
|
|
2010
|
Regal Wealth Group
Seal Beach,
California
|
$189K
|
-$8.76K
|
-181
|
-5%
|
|
|
2011
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$187K
|
+$3.19K
|
+66
|
+0.3%
|
|
|
2012
|
IMA Advisory Services
Denver,
Colorado
|
$187K
|
+$180K
|
+3,710
|
New
|
|
|
2013
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$182K
|
+$184K
|
+3,796
|
New
|
|
|
2014
|
Portfolio Strategies
Monsey,
New York
|
$179K
|
–
|
–
|
–
|
|
|
2015
|
Pin Oak Investment Advisors
Houston,
Texas
|
$178K
|
-$6.63K
|
-137
|
-4%
|
|
|
2016
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$178K
|
+$726
|
+15
|
+0.4%
|
|
|
2017
|
|
$176K
|
–
|
–
|
–
|
|
|
2018
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$176K
|
+$27K
|
+557
|
+19%
|
|
|
2019
|
WealthShield Partners
Cary,
North Carolina
|
$174K
|
+$1.35M
|
+27,929
|
New
|
|
|
2020
|
Strategic Wealth Partners
Independence,
Ohio
|
$171K
|
-$378K
|
-7,806
|
-70%
|
|
|
2021
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$171K
|
-$38.7K
|
-800
|
-19%
|
|
|
2022
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$171K
|
–
|
–
|
–
|
|
|
2023
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$170K
|
-$19.2K
|
-397
|
-11%
|
|
|
2024
|
|
$169K
|
–
|
–
|
–
|
|
|
2025
|
Hilton Capital Management
Garden City,
New York
|
$166K
|
+$160K
|
+3,305
|
New
|
|
