|
2001
|
Jamison Private Wealth Management
Milton,
Georgia
|
$77.1K
|
+$79.1K
|
+251
|
New
|
|
|
2002
|
Westside Investment Management
Santa Monica,
California
|
$75.2K
|
–
|
–
|
–
|
|
|
2003
|
Moser Wealth Advisors
Bellevue,
Washington
|
$74.9K
|
–
|
–
|
–
|
|
|
2004
|
PFG Private Wealth Management
Lutz,
Florida
|
$74.6K
|
-$60.5K
|
-192
|
-44%
|
|
|
2005
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$73.7K
|
–
|
–
|
–
|
|
|
2006
|
TFO Wealth Partners
Maumee,
Ohio
|
$71.9K
|
+$1.57K
|
+5
|
+2%
|
|
|
2007
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$71.6K
|
-$315
|
-1
|
-0.4%
|
|
|
2008
|
Lipe & Dalton
Syracuse,
New York
|
$71K
|
–
|
–
|
–
|
|
|
2009
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$68.2K
|
+$7.88K
|
+25
|
+13%
|
|
|
2010
|
Baystate Wealth Management
Boston,
Massachusetts
|
$66.9K
|
-$10.4K
|
-33
|
-13%
|
|
|
2011
|
VisionPoint Advisory Group
Dallas,
Texas
|
$64.2K
|
+$45.4K
|
+144
|
+222%
|
|
|
2012
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$63.6K
|
–
|
–
|
–
|
|
|
2013
|
EARNEST Partners
Atlanta,
Georgia
|
$63.3K
|
–
|
–
|
–
|
|
|
2014
|
Bell Investment Advisors
Oakland,
California
|
$63K
|
+$16.1K
|
+51
|
+33%
|
|
|
2015
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$62.5K
|
+$64K
|
+203
|
New
|
|
|
2016
|
Park Circle Company
Baltimore,
Maryland
|
$61.4K
|
–
|
–
|
–
|
|
|
2017
|
Horizon Bancorp
Michigan City,
Indiana
|
$60K
|
-$159K
|
-506
|
-72%
|
|
|
2018
|
Salomon & Ludwin
Richmond,
Virginia
|
$59K
|
+$60.5K
|
+192
|
New
|
|
|
2019
|
Knuff & Co
Foster City,
California
|
$58.4K
|
–
|
–
|
–
|
|
|
2020
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$58.4K
|
+$12.3K
|
+39
|
+26%
|
|
|
2021
|
Sutton Wealth Advisors
Tampa,
Florida
|
$57.7K
|
+$13.9K
|
+44
|
+31%
|
|
|
2022
|
City State Bank
Norwalk,
Iowa
|
$57K
|
–
|
–
|
–
|
|
|
2023
|
Abound Wealth Management
Franklin,
Tennessee
|
$56K
|
-$1.57K
|
-5
|
-3%
|
|
|
2024
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$51K
|
+$15.1K
|
+48
|
+40%
|
|
|
2025
|
Robbins Farley
Bedford,
New Hampshire
|
$50.7K
|
-$1.57K
|
-5
|
-3%
|
|
