|
2001
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$83.9K
|
-$145K
|
-378
|
-66%
|
|
|
2002
|
Nalls Sherbakoff Group
Knoxville,
Tennessee
|
$83.4K
|
-$57.4K
|
-150
|
-38%
|
|
|
2003
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$81K
|
+$76.5K
|
+200
|
New
|
|
|
2004
|
Resources Management Corp
West Hartford,
Connecticut
|
$81K
|
-$1.99M
|
-5,215
|
-96%
|
|
|
2005
|
Highlander Capital Management
Short Hills,
New Jersey
|
$81K
|
–
|
–
|
–
|
|
|
2006
|
Tucker Asset Management
Littleton,
Colorado
|
$79.8K
|
-$17.2K
|
-45
|
-19%
|
|
|
2007
|
State of Wyoming
Cheyenne,
Wyoming
|
$79.8K
|
+$75.3K
|
+197
|
New
|
|
|
2008
|
One River Asset Management
Stamford,
Connecticut
|
$78.3K
|
-$3.82K
|
-10
|
-5%
|
|
|
2009
|
Oakmont Corp
Los Angeles,
California
|
$78.2K
|
-$19.1K
|
-50
|
-21%
|
|
|
2010
|
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
|
$78K
|
–
|
–
|
–
|
|
|
2011
|
WFA of San Diego
San Diego,
California
|
$77K
|
+$72.7K
|
+190
|
New
|
|
|
2012
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$76.6K
|
-$5.35K
|
-14
|
-7%
|
|
|
2013
|
Evermay Wealth Management
Arlington,
Virginia
|
$76.2K
|
–
|
–
|
–
|
|
|
2014
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$75.9K
|
-$68.1K
|
-178
|
-49%
|
|
|
2015
|
Abound Wealth Management
Franklin,
Tennessee
|
$73.8K
|
+$6.12K
|
+16
|
+10%
|
|
|
2016
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$72K
|
-$12.2K
|
-32
|
-15%
|
|
|
2017
|
Antonetti Capital Management
Naples,
Florida
|
$70.9K
|
–
|
–
|
–
|
|
|
2018
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$70.1K
|
–
|
–
|
–
|
|
|
2019
|
Twin Tree Management
Dallas,
Texas
|
$68.5K
|
+$64.6K
|
+169
|
New
|
|
|
2020
|
Vestor Capital
Chicago,
Illinois
|
$67K
|
+$63.5K
|
+166
|
New
|
|
|
2021
|
Austin Private Wealth
Austin,
Texas
|
$65.6K
|
+$61.9K
|
+162
|
New
|
|
|
2022
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$64.9K
|
–
|
–
|
–
|
|
|
2023
|
Avion Wealth
The Woodlands,
Texas
|
$64K
|
+$17.6K
|
+46
|
+40%
|
|
|
2024
|
West Financial Advisors
Des Moines,
Iowa
|
$63.6K
|
+$52.4K
|
+137
|
+685%
|
|
|
2025
|
Chelsea Counsel Company
Los Angeles,
California
|
$61K
|
–
|
–
|
–
|
|
