|
2001
|
Raffa Wealth Management
Washington,
District of Columbia
|
$265K
|
+$32K
|
+400
|
+13%
|
|
|
2002
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$264K
|
+$271K
|
+3,384
|
New
|
|
|
2003
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$262K
|
+$269K
|
+3,360
|
New
|
|
|
2004
|
Highland Private Wealth Management
Bellevue,
Washington
|
$259K
|
+$266K
|
+3,324
|
New
|
|
|
2005
|
Shikiar Asset Management
New York
|
$258K
|
–
|
–
|
–
|
|
|
2006
|
|
$254K
|
–
|
–
|
–
|
|
|
2007
|
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
|
$252K
|
+$640
|
+8
|
+0.2%
|
|
|
2008
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$251K
|
–
|
–
|
–
|
|
|
2009
|
ClariVest Asset Management
San Diego,
California
|
$251K
|
+$18.9K
|
+236
|
+8%
|
|
|
2010
|
TD Capital Management
Memphis,
Tennessee
|
$251K
|
+$28.3K
|
+354
|
+12%
|
|
|
2011
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$250K
|
-$9.31M
|
-116,500
|
-97%
|
|
|
2012
|
NewEdge Advisors
New Orleans,
Louisiana
|
$250K
|
-$91K
|
-1,139
|
-26%
|
|
|
2013
|
Cutler Capital Management
Worcester,
Massachusetts
|
$250K
|
–
|
–
|
–
|
|
|
2014
|
Palouse Capital Management
Spokane,
Washington
|
$250K
|
–
|
–
|
–
|
|
|
2015
|
Biltmore Wealth Management
Tempe,
Arizona
|
$249K
|
-$7.59K
|
-95
|
-3%
|
|
|
2016
|
Occidental Asset Management
Burlingame,
California
|
$249K
|
–
|
–
|
–
|
|
|
2017
|
Sitrin Capital Management
Century City,
California
|
$248K
|
+$263K
|
+3,294
|
New
|
|
|
2018
|
Planning Alternatives
Birmingham,
Michigan
|
$247K
|
+$254K
|
+3,174
|
New
|
|
|
2019
|
Winch Advisory Services
Appleton,
Wisconsin
|
$246K
|
-$95.3K
|
-1,192
|
-27%
|
|
|
2020
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$246K
|
+$80
|
+1
|
+0%
|
|
|
2021
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$245K
|
-$16.9K
|
-212
|
-6%
|
|
|
2022
|
Pure Financial Advisors
San Diego,
California
|
$244K
|
-$36.5K
|
-457
|
-13%
|
|
|
2023
|
Hamlin Capital Management
New York
|
$243K
|
–
|
–
|
–
|
|
|
2024
|
Verition Fund Management
Greenwich,
Connecticut
|
$237K
|
+$243K
|
+3,040
|
New
|
|
|
2025
|
Valmark Advisers
Akron,
Ohio
|
$236K
|
-$11.6K
|
-145
|
-5%
|
|
