|
2001
|
Global Financial Private Client
Sarasota,
Florida
|
$94.7K
|
+$86.6K
|
+393
|
New
|
|
|
2002
|
Aft Forsyth & Sober
Valrico,
Florida
|
$94K
|
+$86K
|
+390
|
New
|
|
|
2003
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$92K
|
+$83.8K
|
+380
|
New
|
|
|
2004
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$89.6K
|
+$88.6K
|
+402
|
New
|
|
|
2005
|
Glassman Wealth Services
Vienna,
Virginia
|
$89K
|
+$3.09K
|
+14
|
+4%
|
|
|
2006
|
Lipe & Dalton
Syracuse,
New York
|
$87K
|
-$1.32K
|
-6
|
-2%
|
|
|
2007
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$85K
|
+$6.39K
|
+29
|
+9%
|
|
|
2008
|
Pendal Group
Sydney,
Australia
|
$82K
|
+$74.9K
|
+340
|
New
|
|
|
2009
|
Wealth Quarterback
Toms River,
New Jersey
|
$79.2K
|
+$4.96M
|
+22,519
|
New
|
|
|
2010
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$79K
|
-$39.7K
|
-180
|
-36%
|
|
|
2011
|
|
$79K
|
+$64.8K
|
+294
|
+865%
|
|
|
2012
|
Creative Financial Designs
Kokomo,
Indiana
|
$75K
|
-$2.08M
|
-9,454
|
-97%
|
|
|
2013
|
Lenox Wealth Advisors
New York
|
$73K
|
+$12.8K
|
+58
|
+24%
|
|
|
2014
|
Simon Quick Advisors
Morristown,
New Jersey
|
$73K
|
+$67K
|
+304
|
New
|
|
|
2015
|
Knuff & Co
Foster City,
California
|
$72K
|
–
|
–
|
–
|
|
|
2016
|
Filbrandt Wealth Management
Middleton,
Wisconsin
|
$72K
|
+$66.1K
|
+300
|
New
|
|
|
2017
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$69K
|
–
|
–
|
–
|
|
|
2018
|
Columbia Asset Management
Ann Arbor,
Michigan
|
$68.4K
|
+$98.3K
|
+446
|
+2%
|
|
|
2019
|
EARNEST Partners
Atlanta,
Georgia
|
$67K
|
-$5.73K
|
-26
|
-8%
|
|
|
2020
|
West Bancorporation
West Des Moines,
Iowa
|
$67K
|
+$60.8K
|
+276
|
New
|
|
|
2021
|
Jackson Square Capital
San Francisco,
California
|
$67K
|
+$61.3K
|
+278
|
New
|
|
|
2022
|
Disciplined Investments
Tulsa,
Oklahoma
|
$66K
|
+$60.4K
|
+274
|
New
|
|
|
2023
|
Clearstead Trust
Portland,
Maine
|
$65K
|
–
|
–
|
–
|
|
|
2024
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$63K
|
–
|
–
|
–
|
|
|
2025
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$61K
|
+$220
|
+1
|
+0.4%
|
|
