|
2001
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$56K
|
+$4.33K
|
+174
|
+8%
|
|
|
2002
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$55K
|
-$14.5K
|
-582
|
-20%
|
|
|
2003
|
Barrett Asset Management
New York
|
$55K
|
–
|
–
|
–
|
|
|
2004
|
Ruggie Capital Group
Tavares,
Florida
|
$54K
|
+$448
|
+18
|
+0.8%
|
|
|
2005
|
Private Ocean
San Rafael,
California
|
$53K
|
-$6.45K
|
-259
|
-10%
|
|
|
2006
|
Cowen and Company
New York
|
$51K
|
-$464K
|
-18,629
|
-90%
|
|
|
2007
|
Smith Group Asset Management
Dallas,
Texas
|
$50K
|
+$1.25K
|
+50
|
+2%
|
|
|
2008
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$49.7K
|
+$51.4K
|
+2,063
|
New
|
|
|
2009
|
NWK Group
San Francisco,
California
|
$48K
|
–
|
–
|
–
|
|
|
2010
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$48K
|
+$299
|
+12
|
+0.6%
|
|
|
2011
|
Creative Financial Designs
Kokomo,
Indiana
|
$47K
|
-$272K
|
-10,908
|
-85%
|
|
|
2012
|
Larson Financial Group
St Louis,
Missouri
|
$45K
|
-$26.6K
|
-1,070
|
-37%
|
|
|
2013
|
SRH Advisors
Salina,
Kansas
|
$45K
|
–
|
–
|
–
|
|
|
2014
|
Firestone Capital Management
Coral Gables,
Florida
|
$43K
|
–
|
–
|
–
|
|
|
2015
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$42K
|
+$43.5K
|
+1,746
|
New
|
|
|
2016
|
Credential Qtrade Securities
Vancouver,
|
$40.6K
|
–
|
–
|
–
|
|
|
2017
|
First Financial Corp
Terre Haute,
Indiana
|
$40K
|
-$15.5K
|
-623
|
-27%
|
|
|
2018
|
Front Row Advisors
Tiburon,
California
|
$40K
|
+$10.4K
|
+418
|
+43%
|
|
|
2019
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$39K
|
-$30.5K
|
-1,224
|
-43%
|
|
|
2020
|
Center for Financial Planning
Southfied,
Michigan
|
$39K
|
+$12K
|
+480
|
+42%
|
|
|
2021
|
First Personal Financial Services
Charlotte,
North Carolina
|
$36K
|
–
|
–
|
–
|
|
|
2022
|
Catalyst Private Wealth
San Mateo,
California
|
$36K
|
+$37.3K
|
+1,500
|
New
|
|
|
2023
|
Provident Wealth Management
Brentwood,
Tennessee
|
$35K
|
+$36.3K
|
+1,457
|
New
|
|
|
2024
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$34K
|
–
|
–
|
–
|
|
|
2025
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$34K
|
+$25
|
+1
|
+0.1%
|
|
