|
2001
|
Roxbury Financial
Mount Arlington,
New Jersey
|
$2.67M
|
+$2.61M
|
+4,407
|
New
|
|
|
2002
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$2.66M
|
+$237K
|
+400
|
+10%
|
|
|
2003
|
Van Strum & Towne
San Francisco,
California
|
$2.66M
|
-$230K
|
-389
|
-8%
|
|
|
2004
|
Plancorp LLC
Saint Louis,
Missouri
|
$2.65M
|
-$61.6K
|
-104
|
-2%
|
|
|
2005
|
Falcon Wealth Planning
Ontario,
California
|
$2.65M
|
+$1.62M
|
+2,738
|
+156%
|
|
|
2006
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$2.63M
|
-$38.5K
|
-65
|
-1%
|
|
|
2007
|
Alteri Wealth
Westlake Village,
California
|
$2.63M
|
+$2.64M
|
+4,466
|
New
|
|
|
2008
|
Family Management
New York
|
$2.62M
|
+$157K
|
+266
|
+6%
|
|
|
2009
|
Kaydan Wealth Management
Fenton,
Michigan
|
$2.61M
|
+$504K
|
+852
|
+24%
|
|
|
2010
|
Wealth Effects
Boston,
Massachusetts
|
$2.61M
|
+$7.1K
|
+12
|
+0.3%
|
|
|
2011
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$2.61M
|
+$673K
|
+1,137
|
+35%
|
|
|
2012
|
Hobart Private Capital
Charlotte,
North Carolina
|
$2.6M
|
-$69.8K
|
-118
|
-3%
|
|
|
2013
|
Flavin Financial Services
Melbourne,
Florida
|
$2.6M
|
+$2.61M
|
+4,412
|
New
|
|
|
2014
|
Beck Mack & Oliver
New York
|
$2.59M
|
–
|
–
|
–
|
|
|
2015
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$2.58M
|
–
|
–
|
–
|
|
|
2016
|
Financial Consulate
Hunt Valley,
Maryland
|
$2.58M
|
-$84.1K
|
-142
|
-3%
|
|
|
2017
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$2.58M
|
+$8.29K
|
+14
|
+0.3%
|
|
|
2018
|
TD Asset Management
Toronto,
Ontario, Canada
|
$2.58M
|
+$269K
|
+454
|
+12%
|
|
|
2019
|
Mainstream Capital Management
Los Angeles,
California
|
$2.57M
|
+$95.9K
|
+162
|
+4%
|
|
|
2020
|
Wealthcare Capital Management
Richmond,
Virginia
|
$2.57M
|
-$407K
|
-688
|
-14%
|
|
|
2021
|
Firestone Capital Management
Coral Gables,
Florida
|
$2.57M
|
+$115K
|
+195
|
+5%
|
|
|
2022
|
Breed's Hill Capital
Charlestown,
Massachusetts
|
$2.57M
|
–
|
–
|
–
|
|
|
2023
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$2.56M
|
+$32.6K
|
+55
|
+1%
|
|
|
2024
|
Lane & Associates
Moorestown,
New Jersey
|
$2.55M
|
-$177K
|
-299
|
-7%
|
|
|
2025
|
Islay Capital Management
Lubbock,
Texas
|
$2.55M
|
-$5.92K
|
-10
|
-0.2%
|
|
