|
2001
|
Caitlin John
Brighton,
Michigan
|
$53.1K
|
-$803
|
-8
|
-1%
|
|
|
2002
|
Steph & Co
Marinette,
Wisconsin
|
$51.5K
|
–
|
–
|
–
|
|
|
2003
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$48.2K
|
+$48.5K
|
+483
|
New
|
|
|
2004
|
ESL Trust Services
Rochester,
New York
|
$43.9K
|
-$28.1K
|
-280
|
-39%
|
|
|
2005
|
Wellington Group
Indianapolis,
Indiana
|
$43.3K
|
+$43.5K
|
+434
|
New
|
|
|
2006
|
Glassman Wealth Services
Vienna,
Virginia
|
$42K
|
+$39.9K
|
+398
|
+1,730%
|
|
|
2007
|
one8zero8 LLC
Greensboro,
North Carolina
|
$41K
|
–
|
–
|
–
|
|
|
2008
|
Chesapeake Asset Management
New York
|
$40.4K
|
+$7.02K
|
+70
|
+21%
|
|
|
2009
|
Covestor
London,
United Kingdom
|
$40K
|
+$3.11K
|
+31
|
+8%
|
|
|
2010
|
Fortitude Family Office
Scottsdale,
Arizona
|
$38.9K
|
+$39K
|
+389
|
New
|
|
|
2011
|
Collier Financial
Denver,
Colorado
|
$38.1K
|
+$6.82K
|
+68
|
+22%
|
|
|
2012
|
Garner Asset Management Corp
Plano,
Texas
|
$38K
|
+$38.1K
|
+380
|
New
|
|
|
2013
|
First Community Trust
Dubuque,
Iowa
|
$37.6K
|
+$31.2K
|
+311
|
+478%
|
|
|
2014
|
Concord Wealth Partners
Abingdon,
Virginia
|
$36.7K
|
-$702
|
-7
|
-2%
|
|
|
2015
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$36.2K
|
+$4.92K
|
+49
|
+16%
|
|
|
2016
|
GAMMA Investing
Foster City,
California
|
$36.2K
|
-$16.3K
|
-162
|
-31%
|
|
|
2017
|
Richardson Financial Services
Medway,
Massachusetts
|
$33.2K
|
+$33.3K
|
+332
|
New
|
|
|
2018
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$33.1K
|
+$14.6K
|
+145
|
+78%
|
|
|
2019
|
Copia Wealth Management
Bend,
Oregon
|
$33.1K
|
–
|
–
|
–
|
|
|
2020
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$33K
|
–
|
–
|
–
|
|
|
2021
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$32.5K
|
-$9.03K
|
-90
|
-22%
|
|
|
2022
|
Consultiva Wealth Management
San Juan,
Puerto Rico
|
$31.7K
|
–
|
–
|
–
|
|
|
2023
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$31.5K
|
–
|
–
|
–
|
|
|
2024
|
Bear Mountain Capital
Seattle,
Washington
|
$31.2K
|
+$201
|
+2
|
+0.6%
|
|
|
2025
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$31.2K
|
-$44.8K
|
-446
|
-59%
|
|
