|
2001
|
Winthrop Partners - WNY
Buffalo,
New York
|
$92.2K
|
–
|
–
|
–
|
|
|
2002
|
Tarbox Family Office
Newport Beach,
California
|
$87K
|
+$21.6K
|
+109
|
+35%
|
|
|
2003
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$86K
|
–
|
–
|
–
|
|
|
2004
|
Holloway Wealth Management
Gainesville,
Florida
|
$85K
|
–
|
–
|
–
|
|
|
2005
|
Wealthcare Capital Management
Richmond,
Virginia
|
$84K
|
–
|
–
|
–
|
|
|
2006
|
NuWave Investment Management
Parsippany,
New Jersey
|
$82K
|
-$516K
|
-2,605
|
-87%
|
|
|
2007
|
Rational Advisors
Huntington,
New York
|
$82K
|
-$18.4K
|
-93
|
-19%
|
|
|
2008
|
Harding Loevner
Bridgewater,
New Jersey
|
$81K
|
–
|
–
|
–
|
|
|
2009
|
Crewe Advisors
Salt Lake City,
Utah
|
$77K
|
+$7.92K
|
+40
|
+12%
|
|
|
2010
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$77K
|
+$73.7K
|
+372
|
New
|
|
|
2011
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$77K
|
+$73.9K
|
+373
|
New
|
|
|
2012
|
EARNEST Partners
Atlanta,
Georgia
|
$74K
|
–
|
–
|
–
|
|
|
2013
|
Lee Financial
Dallas,
Texas
|
$72K
|
–
|
–
|
–
|
|
|
2014
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$71.6K
|
–
|
–
|
–
|
|
|
2015
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$71K
|
–
|
–
|
–
|
|
|
2016
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$68K
|
–
|
–
|
–
|
|
|
2017
|
First Bank & Trust
Brookings,
South Dakota
|
$66K
|
-$114K
|
-575
|
-64%
|
|
|
2018
|
Cordasco Financial Network
Naples,
Florida
|
$65K
|
-$11.9K
|
-60
|
-16%
|
|
|
2019
|
Financial Management Professionals
Austin,
Texas
|
$65K
|
+$62.4K
|
+315
|
New
|
|
|
2020
|
Strategic Wealth Partners
Independence,
Ohio
|
$64K
|
+$19.8K
|
+100
|
+48%
|
|
|
2021
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$62K
|
–
|
–
|
–
|
|
|
2022
|
Lenox Wealth Advisors
New York
|
$60K
|
+$25.2K
|
+127
|
+79%
|
|
|
2023
|
Pacific Center for Financial Services
San Ramon,
California
|
$54K
|
–
|
–
|
–
|
|
|
2024
|
AllSquare Wealth Management
Albany,
New York
|
$53K
|
–
|
–
|
–
|
|
|
2025
|
New Capital Management
Houston,
Texas
|
$46K
|
–
|
–
|
–
|
|
