|
2001
|
Moser Wealth Advisors
Bellevue,
Washington
|
$124K
|
–
|
–
|
–
|
|
|
2002
|
Simon Quick Advisors
Morristown,
New Jersey
|
$123K
|
+$28K
|
+60
|
+30%
|
|
|
2003
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$120K
|
–
|
–
|
–
|
|
|
2004
|
Accel Wealth Management
Waverly,
Iowa
|
$117K
|
–
|
–
|
–
|
|
|
2005
|
MCF Advisors
Covington,
Kentucky
|
$113K
|
+$111K
|
+238
|
New
|
|
|
2006
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$112K
|
+$2.81K
|
+6
|
+3%
|
|
|
2007
|
EARNEST Partners
Atlanta,
Georgia
|
$109K
|
–
|
–
|
–
|
|
|
2008
|
Baystate Wealth Management
Boston,
Massachusetts
|
$108K
|
-$1.4K
|
-3
|
-1%
|
|
|
2009
|
First National Bank of South Miami
South Miami,
Florida
|
$108K
|
+$20.6K
|
+44
|
+24%
|
|
|
2010
|
Blume Capital Management
Berkeley,
California
|
$107K
|
–
|
–
|
–
|
|
|
2011
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$106K
|
-$935
|
-2
|
-0.9%
|
|
|
2012
|
Cedar Wealth Management
Walnut Creek,
California
|
$105K
|
+$103K
|
+221
|
New
|
|
|
2013
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$104K
|
–
|
–
|
–
|
|
|
2014
|
City Holding Co
Charleston,
West Virginia
|
$102K
|
–
|
–
|
–
|
|
|
2015
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$100K
|
–
|
–
|
–
|
|
|
2016
|
Friess Associates
Greenville,
Delaware
|
$98K
|
-$25.8M
|
-55,227
|
-100%
|
|
|
2017
|
Arlington Partners
Birmingham,
Alabama
|
$98K
|
–
|
–
|
–
|
|
|
2018
|
Private Ocean
San Rafael,
California
|
$98K
|
–
|
–
|
–
|
|
|
2019
|
CKW Financial Group
Honolulu,
Hawaii
|
$95K
|
–
|
–
|
–
|
|
|
2020
|
Enterprise Trust & Investment
Los Gatos,
California
|
$95K
|
–
|
–
|
–
|
|
|
2021
|
M&R Capital Management
Summit,
New Jersey
|
$95K
|
–
|
–
|
–
|
|
|
2022
|
TFC Financial Management
Boston,
Massachusetts
|
$92K
|
–
|
–
|
–
|
|
|
2023
|
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
|
$90.3K
|
–
|
–
|
–
|
|
|
2024
|
Liberty Wealth Management
Oakland,
California
|
$88K
|
–
|
–
|
–
|
|
|
2025
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$87K
|
-$50.9K
|
-109
|
-37%
|
|
