|
2001
|
Private Ocean
San Rafael,
California
|
$61.5K
|
-$14K
|
-280
|
-20%
|
|
|
2002
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$61.4K
|
+$2.51K
|
+50
|
+5%
|
|
|
2003
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$60.5K
|
+$4.51K
|
+90
|
+9%
|
|
|
2004
|
Red Tortoise LLC
Atlanta,
Georgia
|
$56.5K
|
+$50.6K
|
+1,010
|
New
|
|
|
2005
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$56K
|
–
|
–
|
–
|
|
|
2006
|
LSV Asset Management
Chicago,
Illinois
|
$56K
|
–
|
–
|
–
|
|
|
2007
|
HBC Financial Services
Seattle,
Washington
|
$56K
|
+$5.01K
|
+100
|
+11%
|
|
|
2008
|
McIlrath & Eck
Arlington,
Washington
|
$55.9K
|
-$25.1K
|
-500
|
-33%
|
|
|
2009
|
Park Circle Company
Baltimore,
Maryland
|
$55.9K
|
–
|
–
|
–
|
|
|
2010
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$55.9K
|
+$50.1K
|
+1,000
|
New
|
|
|
2011
|
Bell Investment Advisors
Oakland,
California
|
$55.4K
|
-$21.6K
|
-430
|
-30%
|
|
|
2012
|
Turim 21 Investimentos
Rio De Janeiro,
Brazil
|
$52.6K
|
–
|
–
|
–
|
|
|
2013
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$51.4K
|
–
|
–
|
–
|
|
|
2014
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$50.3K
|
+$45.1K
|
+900
|
New
|
|
|
2015
|
First Community Trust
Dubuque,
Iowa
|
$50K
|
+$12K
|
+240
|
+37%
|
|
|
2016
|
Tacita Capital
Toronto,
Ontario, Canada
|
$48K
|
–
|
–
|
–
|
|
|
2017
|
Parallax Volatility Advisers
San Francisco,
California
|
$47.5K
|
–
|
–
|
–
|
|
|
2018
|
City Holding Co
Charleston,
West Virginia
|
$47.5K
|
–
|
–
|
–
|
|
|
2019
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$45.3K
|
-$501
|
-10
|
-1%
|
|
|
2020
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$45.3K
|
+$38.6K
|
+770
|
+1,925%
|
|
|
2021
|
Freedom Wealth Alliance
Brookfield,
Wisconsin
|
$45.3K
|
+$40.6K
|
+810
|
New
|
|
|
2022
|
Annapolis Financial Services
Annapolis,
Maryland
|
$44.2K
|
-$3.51K
|
-70
|
-8%
|
|
|
2023
|
Win Advisors
Palm Beach Gardens,
Florida
|
$42.5K
|
+$4.01K
|
+80
|
+12%
|
|
|
2024
|
Osterweis Capital Management
San Francisco,
California
|
$41.9K
|
+$30.1K
|
+600
|
+400%
|
|
|
2025
|
Norwood Financial
Honesdale,
Pennsylvania
|
$41.9K
|
–
|
–
|
–
|
|
