|
2001
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$275K
|
-$92.5K
|
-1,001
|
-27%
|
|
|
2002
|
Grand Central Investment Group
Tampa,
Florida
|
$275K
|
–
|
–
|
–
|
|
|
2003
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$275K
|
+$1.29K
|
+14
|
+0.5%
|
|
|
2004
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$275K
|
+$246K
|
+2,662
|
New
|
|
|
2005
|
Wedge Capital Management
Charlotte,
North Carolina
|
$274K
|
-$1.66K
|
-18
|
-0.7%
|
|
|
2006
|
Magnus Financial Group
New York
|
$271K
|
+$8.69K
|
+94
|
+4%
|
|
|
2007
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$269K
|
–
|
–
|
–
|
|
|
2008
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$269K
|
–
|
–
|
–
|
|
|
2009
|
West Paces Advisors
Atlanta,
Georgia
|
$268K
|
+$55.3K
|
+598
|
+30%
|
|
|
2010
|
Powell Investment Advisors
Miami,
Florida
|
$268K
|
–
|
–
|
–
|
|
|
2011
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$268K
|
+$92
|
+1
|
+0%
|
|
|
2012
|
McLean Asset Management
Tysons,
Virginia
|
$267K
|
-$1.57K
|
-17
|
-0.7%
|
|
|
2013
|
Bangor Savings Bank
Bangor,
Maine
|
$266K
|
-$51.7K
|
-560
|
-18%
|
|
|
2014
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$266K
|
-$6.38K
|
-69
|
-3%
|
|
|
2015
|
Warther Private Wealth
Akron,
Ohio
|
$266K
|
+$236K
|
+2,557
|
New
|
|
|
2016
|
Capital Market Strategies
Palm Beach Gardens,
Florida
|
$266K
|
+$238K
|
+2,577
|
New
|
|
|
2017
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$265K
|
+$99.2K
|
+1,073
|
+72%
|
|
|
2018
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$265K
|
+$233K
|
+2,519
|
New
|
|
|
2019
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$264K
|
+$8.5K
|
+92
|
+4%
|
|
|
2020
|
WealthBridge Capital Management
Westerville,
Ohio
|
$263K
|
-$55.4K
|
-600
|
-19%
|
|
|
2021
|
Meridiem Investment Management
London,
United Kingdom
|
$263K
|
–
|
–
|
–
|
|
|
2022
|
Sage Investment Advisers
Wappingers Falls,
New York
|
$263K
|
+$235K
|
+2,545
|
New
|
|
|
2023
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$263K
|
+$235K
|
+2,547
|
New
|
|
|
2024
|
Eagle Bay Advisors
New York
|
$262K
|
-$132K
|
-1,428
|
-36%
|
|
|
2025
|
The Family Firm
Bethesda,
Maryland
|
$262K
|
+$1.02K
|
+11
|
+0.4%
|
|
