|
2001
|
Mill Capital Management
Concord,
North Carolina
|
$56.6K
|
–
|
–
|
–
|
|
|
2002
|
Silicon Valley Capital Partners
San Jose,
California
|
$55.1K
|
–
|
–
|
–
|
|
|
2003
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$55.1K
|
+$49K
|
+490
|
+521%
|
|
|
2004
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$54K
|
+$2.7K
|
+27
|
+5%
|
|
|
2005
|
Angeles Wealth Management
Santa Monica,
California
|
$53.8K
|
+$56.9K
|
+570
|
New
|
|
|
2006
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$53.7K
|
+$35.1K
|
+351
|
+160%
|
|
|
2007
|
Highline Wealth Partners
Sherman Oaks,
California
|
$53.1K
|
+$28.3K
|
+283
|
+101%
|
|
|
2008
|
Nemes Rush Group
Novi,
Michigan
|
$52.7K
|
–
|
–
|
–
|
|
|
2009
|
First Personal Financial Services
Charlotte,
North Carolina
|
$51.3K
|
–
|
–
|
–
|
|
|
2010
|
Canton Hathaway
Providence,
Rhode Island
|
$50K
|
–
|
–
|
–
|
|
|
2011
|
Rise Advisors
Rochester,
New York
|
$49.6K
|
-$54.6K
|
-547
|
-51%
|
|
|
2012
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$48.9K
|
–
|
–
|
–
|
|
|
2013
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$47.4K
|
-$9.99K
|
-100
|
-17%
|
|
|
2014
|
Winch Advisory Services
Appleton,
Wisconsin
|
$47K
|
+$49.5K
|
+496
|
New
|
|
|
2015
|
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
|
$46.4K
|
–
|
–
|
–
|
|
|
2016
|
Toth Financial Advisory
Leesburg,
Virginia
|
$45.9K
|
+$25K
|
+250
|
+105%
|
|
|
2017
|
Aspire Private Capital
Cornelius,
North Carolina
|
$44.6K
|
+$30.5K
|
+305
|
+182%
|
|
|
2018
|
Intrepid Capital Management
Jacksonville Beach,
Florida
|
$44K
|
-$3.4K
|
-34
|
-7%
|
|
|
2019
|
Bray Capital Advisors
Naples,
Florida
|
$42.9K
|
–
|
–
|
–
|
|
|
2020
|
Schroder Investment Management Group
London,
United Kingdom
|
$42.4K
|
–
|
–
|
–
|
|
|
2021
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$40K
|
+$21.2K
|
+212
|
+100%
|
|
|
2022
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$38.7K
|
–
|
–
|
–
|
|
|
2023
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$38.3K
|
+$40.6K
|
+406
|
New
|
|
|
2024
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$36K
|
+$100
|
+1
|
+0.3%
|
|
|
2025
|
Bourgeon Capital Management
Darien,
Connecticut
|
$35.3K
|
-$51.6K
|
-517
|
-58%
|
|
