|
2001
|
TAP Consulting
Kirkwood,
Missouri
|
$94K
|
+$91.2K
|
+453
|
New
|
|
|
2002
|
Front Row Advisors
Tiburon,
California
|
$93K
|
-$2.42K
|
-12
|
-3%
|
|
|
2003
|
AllSquare Wealth Management
Albany,
New York
|
$93K
|
–
|
–
|
–
|
|
|
2004
|
First National Bank of South Miami
South Miami,
Florida
|
$90K
|
+$86K
|
+427
|
+5,338%
|
|
|
2005
|
SOA Wealth Advisors
New York
|
$89K
|
+$403
|
+2
|
+0.5%
|
|
|
2006
|
Rock Creek Group
Washington,
District of Columbia
|
$88K
|
-$6.85K
|
-34
|
-7%
|
|
|
2007
|
Old North State Trust
Greensboro,
North Carolina
|
$83K
|
–
|
–
|
–
|
|
|
2008
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$83K
|
–
|
–
|
–
|
|
|
2009
|
Covestor
London,
United Kingdom
|
$83K
|
+$80.9K
|
+402
|
New
|
|
|
2010
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$82K
|
–
|
–
|
–
|
|
|
2011
|
Prudent Man Advisors
Naperville,
Illinois
|
$81K
|
–
|
–
|
–
|
|
|
2012
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$78K
|
–
|
–
|
–
|
|
|
2013
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$78K
|
+$44.7K
|
+222
|
+145%
|
|
|
2014
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$76K
|
+$201
|
+1
|
+0.3%
|
|
|
2015
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$75.5K
|
+$73.5K
|
+365
|
New
|
|
|
2016
|
First Eagle Investment Management
New York
|
$74K
|
+$72.5K
|
+360
|
New
|
|
|
2017
|
First Personal Financial Services
Charlotte,
North Carolina
|
$73K
|
-$141K
|
-700
|
-66%
|
|
|
2018
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$72.4K
|
–
|
–
|
–
|
|
|
2019
|
Column Capital Advisors
Indianapolis,
Indiana
|
$72K
|
+$22.4K
|
+111
|
+46%
|
|
|
2020
|
Equitec Proprietary Markets
Chicago,
Illinois
|
$72K
|
+$69.9K
|
+347
|
New
|
|
|
2021
|
AHL Investment Management
Winter Park,
Florida
|
$72K
|
+$70.5K
|
+350
|
New
|
|
|
2022
|
Outfitter Financial
Brunswick,
Maine
|
$72K
|
+$70.5K
|
+350
|
New
|
|
|
2023
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$71.5K
|
-$31K
|
-154
|
-31%
|
|
|
2024
|
Duncker Streett & Co
St. Louis,
Missouri
|
$71K
|
–
|
–
|
–
|
|
|
2025
|
Centerpoint Advisors
Needham,
Massachusetts
|
$70K
|
–
|
–
|
–
|
|
