|
2001
|
Focused Wealth Management
Newburgh,
New York
|
$119K
|
+$66.7K
|
+161
|
+126%
|
|
|
2002
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$119K
|
–
|
–
|
–
|
|
|
2003
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$119K
|
–
|
–
|
–
|
|
|
2004
|
Machina Capital
Paris,
France
|
$113K
|
+$113K
|
+274
|
New
|
|
|
2005
|
Stephens Consulting
Flint,
Michigan
|
$109K
|
–
|
–
|
–
|
|
|
2006
|
TFC Financial Management
Boston,
Massachusetts
|
$109K
|
–
|
–
|
–
|
|
|
2007
|
PFG Private Wealth Management
Lutz,
Florida
|
$107K
|
+$3.73K
|
+9
|
+4%
|
|
|
2008
|
MUFG Securities EMEA
London,
United Kingdom
|
$105K
|
-$16.6K
|
-40
|
-14%
|
|
|
2009
|
Financial Management Professionals
Austin,
Texas
|
$102K
|
+$76.2K
|
+184
|
+297%
|
|
|
2010
|
Oakmont Corp
Los Angeles,
California
|
$100K
|
–
|
–
|
–
|
|
|
2011
|
Lee Financial
Dallas,
Texas
|
$100K
|
-$2.07K
|
-5
|
-2%
|
|
|
2012
|
GeoWealth Management
Chicago,
Illinois
|
$100K
|
-$161K
|
-388
|
-62%
|
|
|
2013
|
Tucker Asset Management
Littleton,
Colorado
|
$99.9K
|
+$29K
|
+70
|
+41%
|
|
|
2014
|
Concord Wealth Partners
Abingdon,
Virginia
|
$99.9K
|
+$83.6K
|
+202
|
+505%
|
|
|
2015
|
Financial Perspectives
Minneapolis,
Minnesota
|
$99.5K
|
–
|
–
|
–
|
|
|
2016
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$94.9K
|
+$414
|
+1
|
+0.4%
|
|
|
2017
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$91K
|
–
|
–
|
–
|
|
|
2018
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$89.2K
|
–
|
–
|
–
|
|
|
2019
|
Gradient Investments
Arden Hills,
Minnesota
|
$87.5K
|
-$9.94K
|
-24
|
-10%
|
|
|
2020
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$86K
|
+$414
|
+1
|
+0.5%
|
|
|
2021
|
Tradewinds Capital Management
Bellingham,
Washington
|
$85.7K
|
-$15.3K
|
-37
|
-15%
|
|
|
2022
|
Ruedi Wealth Management
Champaign,
Illinois
|
$85.5K
|
+$85.7K
|
+207
|
New
|
|
|
2023
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$83.8K
|
-$828
|
-2
|
-1%
|
|
|
2024
|
Highlander Capital Management
Short Hills,
New Jersey
|
$83K
|
–
|
–
|
–
|
|
|
2025
|
LSV Asset Management
Chicago,
Illinois
|
$83K
|
–
|
–
|
–
|
|
