|
2001
|
Osterweis Capital Management
San Francisco,
California
|
$165K
|
+$163K
|
+1,385
|
+13,850%
|
|
|
2002
|
Traub Capital Management
Needham,
Massachusetts
|
$164K
|
+$164K
|
+1,394
|
New
|
|
|
2003
|
Wealth Preservation Advisors
Chattanooga,
Tennessee
|
$163K
|
+$4.72K
|
+40
|
+3%
|
|
|
2004
|
Center for Financial Planning
Southfied,
Michigan
|
$162K
|
–
|
–
|
–
|
|
|
2005
|
Catalyst Capital Advisors
Huntington,
New York
|
$160K
|
-$26K
|
-220
|
-14%
|
|
|
2006
|
Redmont Wealth Advisors
Chicago,
Illinois
|
$159K
|
–
|
–
|
–
|
|
|
2007
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$158K
|
+$67.7K
|
+574
|
+75%
|
|
|
2008
|
Goodman Advisory Group
Needham,
Massachusetts
|
$158K
|
-$3.46M
|
-29,324
|
-96%
|
|
|
2009
|
Fortitude Family Office
Scottsdale,
Arizona
|
$158K
|
-$11.8K
|
-100
|
-7%
|
|
|
2010
|
Kimelman & Baird
New York
|
$157K
|
–
|
–
|
–
|
|
|
2011
|
Arlington Trust
Birmingham,
Alabama
|
$154K
|
-$34K
|
-288
|
-18%
|
|
|
2012
|
Rossby Financial
Melbourne,
Florida
|
$152K
|
-$24.3K
|
-206
|
-14%
|
|
|
2013
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$149K
|
-$5.66K
|
-48
|
-4%
|
|
|
2014
|
Hollencrest Capital Management
Newport Beach,
California
|
$148K
|
–
|
–
|
–
|
|
|
2015
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$145K
|
–
|
–
|
–
|
|
|
2016
|
S.A. Mason
Holland,
Michigan
|
$143K
|
–
|
–
|
–
|
|
|
2017
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$142K
|
–
|
–
|
–
|
|
|
2018
|
Icon Wealth Advisors
Houston,
Texas
|
$142K
|
+$10.3K
|
+87
|
+8%
|
|
|
2019
|
Nemes Rush Group
Novi,
Michigan
|
$138K
|
+$1.18K
|
+10
|
+0.9%
|
|
|
2020
|
First Pacific Financial
Vancouver,
Washington
|
$136K
|
+$108K
|
+915
|
+391%
|
|
|
2021
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$135K
|
+$19.9K
|
+169
|
+17%
|
|
|
2022
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$133K
|
+$45.3K
|
+384
|
+52%
|
|
|
2023
|
Coastline Trust
Providence,
Rhode Island
|
$130K
|
–
|
–
|
–
|
|
|
2024
|
WFA of San Diego
San Diego,
California
|
$128K
|
+$128K
|
+1,087
|
New
|
|
|
2025
|
Cutler Capital Management
Worcester,
Massachusetts
|
$128K
|
-$2.24K
|
-19
|
-2%
|
|
