|
2001
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$371K
|
-$12.4K
|
-240
|
-3%
|
|
|
2002
|
Malaga Cove Capital
Pv Estates,
California
|
$371K
|
–
|
–
|
–
|
|
|
2003
|
Shufro Rose & Co
New York
|
$370K
|
+$41.3K
|
+800
|
+13%
|
|
|
2004
|
Berman Capital Advisors
Atlanta,
Georgia
|
$368K
|
+$360K
|
+6,980
|
New
|
|
|
2005
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$367K
|
-$79.5K
|
-1,540
|
-18%
|
|
|
2006
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$366K
|
-$5.16K
|
-100
|
-1%
|
|
|
2007
|
Raffa Wealth Management
Washington,
District of Columbia
|
$366K
|
-$25.8K
|
-500
|
-7%
|
|
|
2008
|
Glovista Investments
Jersey City,
New Jersey
|
$364K
|
+$36.1K
|
+700
|
+11%
|
|
|
2009
|
FinTrust Investment Advisory Services
Greenville,
South Carolina
|
$363K
|
–
|
–
|
–
|
|
|
2010
|
Hancock Whitney
Gulfport,
Mississippi
|
$360K
|
–
|
–
|
–
|
|
|
2011
|
American Financial Network Advisory Services
Calabasas,
California
|
$356K
|
+$26.8K
|
+520
|
+8%
|
|
|
2012
|
New Potomac Partners
Bethesda,
Maryland
|
$355K
|
+$348K
|
+6,740
|
New
|
|
|
2013
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$354K
|
-$60.9K
|
-1,180
|
-15%
|
|
|
2014
|
Perkins Coie Trust Company
Seattle,
Washington
|
$352K
|
–
|
–
|
–
|
|
|
2015
|
Oakworth Capital
Birmingham,
Alabama
|
$351K
|
-$31K
|
-600
|
-8%
|
|
|
2016
|
Valley Wealth Managers
Paramus,
New Jersey
|
$351K
|
+$32K
|
+620
|
+10%
|
|
|
2017
|
Bredin Investment
Wilmington,
Delaware
|
$349K
|
+$336K
|
+6,500
|
New
|
|
|
2018
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$348K
|
+$341K
|
+6,600
|
New
|
|
|
2019
|
Arcus Capital Partners
Atlanta,
Georgia
|
$347K
|
+$340K
|
+6,580
|
New
|
|
|
2020
|
WESPAC Advisors
Orinda,
California
|
$346K
|
-$351K
|
-6,800
|
-51%
|
|
|
2021
|
McDaniel Terry & Co
Austin,
Texas
|
$344K
|
-$2.06K
|
-40
|
-0.6%
|
|
|
2022
|
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
|
$342K
|
+$336K
|
+6,500
|
New
|
|
|
2023
|
Sigma Investment Counselors
Northville,
Michigan
|
$338K
|
-$504K
|
-9,760
|
-60%
|
|
|
2024
|
Baystate Wealth Management
Boston,
Massachusetts
|
$338K
|
-$9.29K
|
-180
|
-3%
|
|
|
2025
|
Baskin Financial Services
Toronto,
Ontario, Canada
|
$338K
|
–
|
–
|
–
|
|
