|
2001
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$57.5K
|
+$4.98K
|
+41
|
+10%
|
|
|
2002
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$56K
|
-$10.3K
|
-85
|
-16%
|
|
|
2003
|
Caitlin John
Brighton,
Michigan
|
$54.9K
|
+$12.4K
|
+102
|
+30%
|
|
|
2004
|
1248 Management
Kansas City,
Missouri
|
$54.5K
|
–
|
–
|
–
|
|
|
2005
|
Physician Wealth Advisors
Midvale,
Utah
|
$53.9K
|
+$5.59K
|
+46
|
+12%
|
|
|
2006
|
MeadowBrook Investment Advisors
Livonia,
Michigan
|
$53.4K
|
+$52.9K
|
+435
|
New
|
|
|
2007
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$53.2K
|
+$243
|
+2
|
+0.5%
|
|
|
2008
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$52.9K
|
+$52.4K
|
+431
|
New
|
|
|
2009
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$52.2K
|
+$3.04K
|
+25
|
+6%
|
|
|
2010
|
South Plains Financial
Lubbock,
Texas
|
$51.3K
|
+$50.8K
|
+418
|
New
|
|
|
2011
|
Monetary Solutions
Dayton,
Ohio
|
$51.1K
|
+$50.6K
|
+416
|
New
|
|
|
2012
|
Hartford Financial Management
Hartford,
Connecticut
|
$50.6K
|
–
|
–
|
–
|
|
|
2013
|
Strive Financial Group
Carmel,
Indiana
|
$50.1K
|
+$49.6K
|
+408
|
New
|
|
|
2014
|
Fortitude Family Office
Scottsdale,
Arizona
|
$49.6K
|
-$8.51K
|
-70
|
-15%
|
|
|
2015
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$47.4K
|
+$365
|
+3
|
+0.8%
|
|
|
2016
|
Acumen Wealth Advisors
Chattanooga,
Tennessee
|
$46.4K
|
+$45.9K
|
+378
|
New
|
|
|
2017
|
GoalVest Advisory
New York
|
$46.3K
|
+$17.9K
|
+147
|
+64%
|
|
|
2018
|
SJS Investment Consulting
Sylvania,
Ohio
|
$45.2K
|
-$15.1K
|
-124
|
-25%
|
|
|
2019
|
Essential Investment Partners
Englewood,
Colorado
|
$44.2K
|
+$43.8K
|
+360
|
New
|
|
|
2020
|
Parallax Volatility Advisers
San Francisco,
California
|
$43.1K
|
-$1.83M
|
-15,051
|
-98%
|
|
|
2021
|
Accordant Advisory Group
Annapolis,
Maryland
|
$43K
|
+$42.5K
|
+350
|
New
|
|
|
2022
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$42.9K
|
–
|
–
|
–
|
|
|
2023
|
McGuire Capital Advisors
Bethany,
Oklahoma
|
$42.7K
|
+$42.3K
|
+348
|
New
|
|
|
2024
|
Canton Hathaway
Providence,
Rhode Island
|
$42.3K
|
–
|
–
|
–
|
|
|
2025
|
Crews Bank & Trust
Wauchula,
Florida
|
$41.2K
|
–
|
–
|
–
|
|
