|
2001
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$85.9K
|
+$11K
|
+8
|
+14%
|
|
|
2002
|
Key Financial Inc
West Chester,
Pennsylvania
|
$85.9K
|
+$37K
|
+27
|
+71%
|
|
|
2003
|
Prosperity Bancshares
Houston,
Texas
|
$84.5K
|
–
|
–
|
–
|
|
|
2004
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$83.2K
|
–
|
–
|
–
|
|
|
2005
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$83.2K
|
+$86.3K
|
+63
|
New
|
|
|
2006
|
Truvestments Capital
Sarasota,
Florida
|
$81.9K
|
+$75.4K
|
+55
|
+786%
|
|
|
2007
|
J. Stern & Co
London,
United Kingdom
|
$81.9K
|
+$85K
|
+62
|
New
|
|
|
2008
|
Silver Grove Financial Group
Orchard Park,
New York
|
$80.6K
|
+$83.6K
|
+61
|
New
|
|
|
2009
|
West Branch Capital
Amherst,
Massachusetts
|
$79.3K
|
-$19.2K
|
-14
|
-19%
|
|
|
2010
|
Financial Avengers
Oakland,
California
|
$79.3K
|
–
|
–
|
–
|
|
|
2011
|
Pingora Partners
Wilson,
Wyoming
|
$79.3K
|
–
|
–
|
–
|
|
|
2012
|
Albion Financial Group
Salt Lake City,
Utah
|
$79.3K
|
+$19.2K
|
+14
|
+30%
|
|
|
2013
|
Evelyn Partners Investment Management Services
London,
|
$77.9K
|
–
|
–
|
–
|
|
|
2014
|
City Holding Co
Charleston,
West Virginia
|
$77.9K
|
–
|
–
|
–
|
|
|
2015
|
Kimelman & Baird
New York
|
$72.6K
|
–
|
–
|
–
|
|
|
2016
|
Tradewinds Capital Management
Bellingham,
Washington
|
$71.3K
|
–
|
–
|
–
|
|
|
2017
|
Rachor Investment Advisory Services
Linden,
Michigan
|
$70.6K
|
–
|
–
|
–
|
|
|
2018
|
SJS Investment Consulting
Sylvania,
Ohio
|
$70K
|
+$12.3K
|
+9
|
+20%
|
|
|
2019
|
Arlington Trust
Birmingham,
Alabama
|
$70K
|
+$72.6K
|
+53
|
New
|
|
|
2020
|
Fairscale Capital
Nashua,
New Hampshire
|
$68.7K
|
–
|
–
|
–
|
|
|
2021
|
Triumph Capital Management
Denver,
Colorado
|
$67.8K
|
+$27.4K
|
+20
|
+65%
|
|
|
2022
|
TD Capital Management
Memphis,
Tennessee
|
$67.5K
|
–
|
–
|
–
|
|
|
2023
|
Ankerstar Wealth
Leander,
Texas
|
$66K
|
-$65.8K
|
-48
|
-49%
|
|
|
2024
|
Wellington Group
Indianapolis,
Indiana
|
$64.7K
|
-$48K
|
-35
|
-42%
|
|
|
2025
|
Wolff Wiese Magana
Carslbad,
California
|
$64.7K
|
+$45.2K
|
+33
|
+206%
|
|
