|
2001
|
Richard W. Paul & Associates
Novi,
Michigan
|
$4.21K
|
–
|
–
|
–
|
|
|
2002
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$4.21K
|
+$3.82K
|
+26
|
New
|
|
|
2003
|
Copeland Capital Management
Conshohocken,
Pennsylvania
|
$4.21K
|
+$3.82K
|
+26
|
New
|
|
|
2004
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$3.74K
|
+$3.38K
|
+23
|
New
|
|
|
2005
|
Highline Wealth Partners
Sherman Oaks,
California
|
$3.57K
|
–
|
–
|
–
|
|
|
2006
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$3.24K
|
+$2.94K
|
+20
|
New
|
|
|
2007
|
Albion Financial Group
Salt Lake City,
Utah
|
$3.08K
|
–
|
–
|
–
|
|
|
2008
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$3.08K
|
–
|
–
|
–
|
|
|
2009
|
Global Financial Private Client
Sarasota,
Florida
|
$2.75K
|
–
|
–
|
–
|
|
|
2010
|
Perritt Capital Management
Chicago,
Illinois
|
$2.6K
|
–
|
–
|
–
|
|
|
2011
|
True Wealth Design
Akron,
Ohio
|
$2.11K
|
–
|
–
|
–
|
|
|
2012
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$1.95K
|
–
|
–
|
–
|
|
|
2013
|
Aspect Partners
Fairfax,
Virginia
|
$1.95K
|
+$1.76K
|
+12
|
New
|
|
|
2014
|
Berkshire Capital Holdings
San Jose,
California
|
$1.62K
|
–
|
–
|
–
|
|
|
2015
|
Life Planning Partners
Jacksonville,
Florida
|
$1.62K
|
+$1.47K
|
+10
|
New
|
|
|
2016
|
TFO Wealth Partners
Maumee,
Ohio
|
$1.46K
|
-$2.2K
|
-15
|
-63%
|
|
|
2017
|
DecisionPoint Financial
Mesa,
Arizona
|
$1.46K
|
+$1.32K
|
+9
|
New
|
|
|
2018
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$1.27K
|
-$99K
|
-674
|
-98%
|
|
|
2019
|
Perkins Coie Trust Company
Seattle,
Washington
|
$1.13K
|
-$1.18K
|
-8
|
-53%
|
|
|
2020
|
|
$972
|
-$123K
|
-840
|
-99%
|
|
|
2021
|
Capstone Investment Advisors
New York
|
$972
|
–
|
–
|
–
|
|
|
2022
|
Investors Research Corp
Atlanta,
Georgia
|
$972
|
–
|
–
|
–
|
|
|
2023
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$810
|
–
|
–
|
–
|
|
|
2024
|
Iron Horse Wealth Management
Johston,
Iowa
|
$810
|
–
|
–
|
–
|
|
|
2025
|
WestEnd Advisors
Charlotte,
North Carolina
|
$810
|
–
|
–
|
–
|
|
