|
2001
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$42K
|
+$45.6K
|
+1,020
|
New
|
|
|
2002
|
Matthew Hamilton Rosenberg
|
$41.8K
|
-$73.7K
|
-1,646
|
-62%
|
|
|
2003
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$41.5K
|
-$3.3M
|
-73,659
|
-99%
|
|
|
2004
|
Front Row Advisors
Tiburon,
California
|
$39.4K
|
-$14.5K
|
-325
|
-26%
|
|
|
2005
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$38.8K
|
+$41.8K
|
+934
|
New
|
|
|
2006
|
Pacifica Partners
Surrey,
Canada
|
$38.6K
|
-$2.8M
|
-62,672
|
-98%
|
|
|
2007
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$38.6K
|
-$3.13K
|
-70
|
-7%
|
|
|
2008
|
Chesapeake Asset Management
New York
|
$38.1K
|
–
|
–
|
–
|
|
|
2009
|
Accent Capital Management
Centerville,
Ohio
|
$37.4K
|
–
|
–
|
–
|
|
|
2010
|
Wolff Wiese Magana
Carslbad,
California
|
$37.2K
|
-$4.34K
|
-97
|
-10%
|
|
|
2011
|
Studio Investment Management
Chicago,
Illinois
|
$37K
|
–
|
–
|
–
|
|
|
2012
|
Robbins Farley
Bedford,
New Hampshire
|
$37K
|
-$6.35K
|
-142
|
-14%
|
|
|
2013
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$36K
|
–
|
–
|
–
|
|
|
2014
|
CKW Financial Group
Honolulu,
Hawaii
|
$35K
|
–
|
–
|
–
|
|
|
2015
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$35K
|
–
|
–
|
–
|
|
|
2016
|
SJS Investment Consulting
Sylvania,
Ohio
|
$34.5K
|
-$984
|
-22
|
-3%
|
|
|
2017
|
Fairman Group
Chesterbrook,
Pennsylvania
|
$34K
|
–
|
–
|
–
|
|
|
2018
|
Clear Point Advisors
Melville,
New York
|
$32.8K
|
+$45
|
+1
|
+0.1%
|
|
|
2019
|
LGT Financial Advisors
Dallas,
Texas
|
$31.5K
|
+$10.2K
|
+227
|
+43%
|
|
|
2020
|
GW&K Investment Management
Boston,
Massachusetts
|
$30K
|
-$8.1K
|
-181
|
-20%
|
|
|
2021
|
BFSG LLC
Irvine,
California
|
$29.9K
|
-$17.9K
|
-400
|
-36%
|
|
|
2022
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$29.7K
|
–
|
–
|
–
|
|
|
2023
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$29.7K
|
-$2.24K
|
-50
|
-7%
|
|
|
2024
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$29.1K
|
–
|
–
|
–
|
|
|
2025
|
Canton Hathaway
Providence,
Rhode Island
|
$29K
|
–
|
–
|
–
|
|
