|
2001
|
Lighthouse Financial Advisors
New Market,
Maryland
|
$55K
|
+$56.4K
|
+434
|
New
|
|
|
2002
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$54K
|
+$54.3K
|
+418
|
New
|
|
|
2003
|
Edge Wealth Management
New York
|
$53K
|
–
|
–
|
–
|
|
|
2004
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$52K
|
-$477K
|
-3,671
|
-90%
|
|
|
2005
|
Acima Private Wealth
Richmond,
Virginia
|
$51K
|
–
|
–
|
–
|
|
|
2006
|
Knuff & Co
Foster City,
California
|
$51K
|
–
|
–
|
–
|
|
|
2007
|
Americana Partners
Houston,
Texas
|
$50K
|
+$50.8K
|
+391
|
New
|
|
|
2008
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
$50K
|
+$51.5K
|
+396
|
New
|
|
|
2009
|
Simon Quick Advisors
Morristown,
New Jersey
|
$48K
|
+$3.77K
|
+29
|
+8%
|
|
|
2010
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$47K
|
+$47.8K
|
+368
|
New
|
|
|
2011
|
Lucia Wealth Services
San Diego,
California
|
$46K
|
–
|
–
|
–
|
|
|
2012
|
Lee Financial
Dallas,
Texas
|
$45K
|
–
|
–
|
–
|
|
|
2013
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$45K
|
–
|
–
|
–
|
|
|
2014
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$45K
|
+$260
|
+2
|
+0.6%
|
|
|
2015
|
Solstein Capital
Menlo Park,
California
|
$44K
|
+$44.3K
|
+341
|
New
|
|
|
2016
|
Tobias Financial Advisors
Plantation,
Florida
|
$44K
|
+$44.8K
|
+345
|
New
|
|
|
2017
|
Macroview Investment Management
Bethesda,
Maryland
|
$43K
|
+$9.75K
|
+75
|
+29%
|
|
|
2018
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$43K
|
+$43.4K
|
+334
|
New
|
|
|
2019
|
|
$42K
|
+$40.4K
|
+311
|
+1,555%
|
|
|
2020
|
IndexIQ Advisors
New York
|
$41K
|
+$41.5K
|
+319
|
New
|
|
|
2021
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$40K
|
-$15.7K
|
-121
|
-28%
|
|
|
2022
|
PSI Advisors
Tampa,
Florida
|
$39K
|
+$40.3K
|
+310
|
New
|
|
|
2023
|
West Paces Advisors
Atlanta,
Georgia
|
$37.1K
|
–
|
–
|
–
|
|
|
2024
|
Lenox Wealth Advisors
New York
|
$37K
|
+$11.7K
|
+90
|
+45%
|
|
|
2025
|
Ashburton (Jersey)
St Helier,
Jersey
|
$36K
|
-$1.43K
|
-11
|
-4%
|
|
