|
2001
|
United Financial Planning Group
Hauppauge,
New York
|
$21.9K
|
–
|
–
|
–
|
|
|
2002
|
Highline Wealth Partners
Sherman Oaks,
California
|
$20.9K
|
+$2.68K
|
+14
|
+16%
|
|
|
2003
|
United Community Bank
Greenville,
South Carolina
|
$20.5K
|
+$10.1K
|
+53
|
+108%
|
|
|
2004
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$20.4K
|
–
|
–
|
–
|
|
|
2005
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$20.3K
|
-$14.5K
|
-76
|
-43%
|
|
|
2006
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$20.1K
|
-$67K
|
-350
|
-78%
|
|
|
2007
|
Paladin Partners
Hartland,
Wisconsin
|
$20.1K
|
–
|
–
|
–
|
|
|
2008
|
Byrne Asset Management
Kingston,
New Jersey
|
$20.1K
|
+$574
|
+3
|
+3%
|
|
|
2009
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$20.1K
|
+$19.1K
|
+100
|
New
|
|
|
2010
|
Stance Capital
Boston,
Massachusetts
|
$20.1K
|
+$19.1K
|
+100
|
New
|
|
|
2011
|
Boreal Capital Management
Miami,
Florida
|
$19.5K
|
–
|
–
|
–
|
|
|
2012
|
First Financial Corp
Terre Haute,
Indiana
|
$19.5K
|
–
|
–
|
–
|
|
|
2013
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$19.3K
|
–
|
–
|
–
|
|
|
2014
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$18.9K
|
-$956
|
-5
|
-5%
|
|
|
2015
|
Gables Capital Management
Miami,
Florida
|
$18.1K
|
–
|
–
|
–
|
|
|
2016
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$17.9K
|
+$6.7K
|
+35
|
+65%
|
|
|
2017
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$16.3K
|
–
|
–
|
–
|
|
|
2018
|
Miller Global Investments
Dallas,
Texas
|
$15.8K
|
–
|
–
|
–
|
|
|
2019
|
Hilton Head Capital Partners
Hilton Head Island,
South Carolina
|
$15.2K
|
–
|
–
|
–
|
|
|
2020
|
TFC Financial Management
Boston,
Massachusetts
|
$15.2K
|
+$1.91K
|
+10
|
+15%
|
|
|
2021
|
GS Investments
Minneapolis,
Minnesota
|
$15K
|
–
|
–
|
–
|
|
|
2022
|
Sawyer Falduto Asset Management
Elmhurst,
Illinois
|
$15K
|
–
|
–
|
–
|
|
|
2023
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$15K
|
+$4.97K
|
+26
|
+53%
|
|
|
2024
|
DecisionPoint Financial
Mesa,
Arizona
|
$14.7K
|
+$765
|
+4
|
+6%
|
|
|
2025
|
JDM Financial Group
Austin,
Texas
|
$14.4K
|
–
|
–
|
–
|
|
