|
2001
|
Avion Wealth
The Woodlands,
Texas
|
$37K
|
+$5.09K
|
+40
|
+14%
|
|
|
2002
|
Sittner & Nelson
Eugene,
Oregon
|
$36.4K
|
+$20.9K
|
+164
|
+80%
|
|
|
2003
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$36K
|
–
|
–
|
–
|
|
|
2004
|
Front Row Advisors
Tiburon,
California
|
$35.2K
|
–
|
–
|
–
|
|
|
2005
|
Sachetta
Lynnfield,
Massachusetts
|
$34.7K
|
-$59.1K
|
-464
|
-61%
|
|
|
2006
|
Hollencrest Capital Management
Newport Beach,
California
|
$33.8K
|
-$415K
|
-3,256
|
-92%
|
|
|
2007
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$33.8K
|
+$12.7K
|
+100
|
+53%
|
|
|
2008
|
Frazier Financial Advisors
Columbus,
Ohio
|
$33.3K
|
–
|
–
|
–
|
|
|
2009
|
True Wealth Design
Akron,
Ohio
|
$33.3K
|
–
|
–
|
–
|
|
|
2010
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$32.3K
|
–
|
–
|
–
|
|
|
2011
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$32.3K
|
–
|
–
|
–
|
|
|
2012
|
Copos Capital
Luxembourg,
|
$32.3K
|
+$35.1K
|
+276
|
New
|
|
|
2013
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$31.9K
|
-$1.53K
|
-12
|
-4%
|
|
|
2014
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$31.1K
|
–
|
–
|
–
|
|
|
2015
|
Fortitude Family Office
Scottsdale,
Arizona
|
$30.5K
|
-$2.04K
|
-16
|
-6%
|
|
|
2016
|
Copia Wealth Management
Bend,
Oregon
|
$29.5K
|
+$7.13K
|
+56
|
+29%
|
|
|
2017
|
RiverPark Advisors
New York
|
$29.5K
|
+$15.8K
|
+124
|
+97%
|
|
|
2018
|
Strategic Advocates
Logan,
Utah
|
$29K
|
–
|
–
|
–
|
|
|
2019
|
Strive Financial Group
Carmel,
Indiana
|
$28.7K
|
+$31.1K
|
+244
|
New
|
|
|
2020
|
TD Capital Management
Memphis,
Tennessee
|
$28.6K
|
–
|
–
|
–
|
|
|
2021
|
Concord Wealth Partners
Abingdon,
Virginia
|
$28.4K
|
+$31.1K
|
+244
|
New
|
|
|
2022
|
Corsicana & Co
Corsicana,
Texas
|
$28.1K
|
-$10.2K
|
-80
|
-25%
|
|
|
2023
|
GHP Investment Advisors
Denver,
Colorado
|
$26.8K
|
+$15.3K
|
+120
|
+111%
|
|
|
2024
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$26.3K
|
–
|
–
|
–
|
|
|
2025
|
Gordian Capital (Singapore)
Singapore
|
$26.3K
|
+$20.4K
|
+160
|
+250%
|
|
