|
2001
|
SOA Wealth Advisors
New York
|
$67.3K
|
–
|
–
|
–
|
|
|
2002
|
Atwood & Palmer
Kansas City,
Missouri
|
$67.2K
|
–
|
–
|
–
|
|
|
2003
|
Ares Financial Consulting
Calabasas,
California
|
$67.1K
|
–
|
–
|
–
|
|
|
2004
|
TIAA Wealth Investment Management
New York
|
$67K
|
+$74.1K
|
+774
|
New
|
|
|
2005
|
BFSG LLC
Irvine,
California
|
$66.9K
|
–
|
–
|
–
|
|
|
2006
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$66.5K
|
-$25.5K
|
-266
|
-26%
|
|
|
2007
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$66.1K
|
-$32.9K
|
-343
|
-31%
|
|
|
2008
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
$64.7K
|
–
|
–
|
–
|
|
|
2009
|
Salomon & Ludwin
Richmond,
Virginia
|
$63.6K
|
-$29K
|
-303
|
-29%
|
|
|
2010
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$62.2K
|
–
|
–
|
–
|
|
|
2011
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$62.1K
|
-$13K
|
-136
|
-16%
|
|
|
2012
|
True Wealth Design
Akron,
Ohio
|
$61.9K
|
-$11.5K
|
-120
|
-14%
|
|
|
2013
|
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
|
$60.2K
|
–
|
–
|
–
|
|
|
2014
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$60.1K
|
+$7.09K
|
+74
|
+12%
|
|
|
2015
|
SJS Investment Consulting
Sylvania,
Ohio
|
$59.9K
|
-$42.1K
|
-439
|
-39%
|
|
|
2016
|
SouthState Corp
Winter Haven,
Florida
|
$59.9K
|
-$38.1K
|
-398
|
-37%
|
|
|
2017
|
TD Capital Management
Memphis,
Tennessee
|
$59.8K
|
+$12K
|
+125
|
+22%
|
|
|
2018
|
Wilkerson Advisory Group
Columbia,
Missouri
|
$59.4K
|
-$481K
|
-5,021
|
-88%
|
|
|
2019
|
Dorato Capital Management
Denver,
Colorado
|
$59K
|
–
|
–
|
–
|
|
|
2020
|
Optiver Holding
Amsterdam,
Netherlands
|
$58.7K
|
+$51K
|
+532
|
+367%
|
|
|
2021
|
Thompson Investment Management
Madison,
Wisconsin
|
$58.5K
|
–
|
–
|
–
|
|
|
2022
|
|
$58.3K
|
-$44.8M
|
-468,117
|
-100%
|
|
|
2023
|
Trust Company
Manhattan,
Kansas
|
$58.3K
|
-$45.6K
|
-476
|
-41%
|
|
|
2024
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$58K
|
+$14.4K
|
+150
|
+29%
|
|
|
2025
|
Fairway Wealth
Independence,
Ohio
|
$57.5K
|
+$60.1K
|
+627
|
+1,695%
|
|
