|
2001
|
Marcum Wealth
Cleveland,
Ohio
|
$873K
|
+$22.2K
|
+115
|
+2%
|
|
|
2002
|
|
$872K
|
+$1.04M
|
+5,409
|
New
|
|
|
2003
|
Greytown Advisors
Miami,
Florida
|
$870K
|
+$45.5K
|
+236
|
+5%
|
|
|
2004
|
Malaga Cove Capital
Pv Estates,
California
|
$869K
|
+$239K
|
+1,241
|
+30%
|
|
|
2005
|
|
$865K
|
-$77K
|
-399
|
-7%
|
|
|
2006
|
Latitude Advisors
Vero Beach,
Florida
|
$862K
|
-$1.96M
|
-10,160
|
-66%
|
|
|
2007
|
|
$862K
|
-$58.3K
|
-302
|
-5%
|
|
|
2008
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$862K
|
-$49.2K
|
-255
|
-5%
|
|
|
2009
|
Beaumont Asset Management
Beaumont,
Texas
|
$862K
|
+$21.2K
|
+110
|
+2%
|
|
|
2010
|
BigSur Wealth Management
Miami,
Florida
|
$861K
|
–
|
–
|
–
|
|
|
2011
|
West Family Investments
Carlsbad,
California
|
$860K
|
-$104K
|
-538
|
-9%
|
|
|
2012
|
DSC Advisors
Chicago,
Illinois
|
$859K
|
-$228K
|
-1,183
|
-18%
|
|
|
2013
|
|
$859K
|
+$33.6K
|
+174
|
+3%
|
|
|
2014
|
Colonial River Investments
Midlothian,
Virginia
|
$859K
|
+$273K
|
+1,413
|
+36%
|
|
|
2015
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$858K
|
+$221K
|
+1,146
|
+27%
|
|
|
2016
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$857K
|
-$171K
|
-888
|
-14%
|
|
|
2017
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$857K
|
-$15.2K
|
-79
|
-1%
|
|
|
2018
|
Beck Bode LLC
Dedham,
Massachusetts
|
$855K
|
+$93.4K
|
+484
|
+10%
|
|
|
2019
|
Brown Advisory Securities
Baltimore,
Maryland
|
$854K
|
-$678K
|
-3,512
|
-40%
|
|
|
2020
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$853K
|
-$20.8K
|
-108
|
-2%
|
|
|
2021
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$852K
|
-$277K
|
-1,435
|
-21%
|
|
|
2022
|
Glovista Investments
Jersey City,
New Jersey
|
$851K
|
-$1.93K
|
-10
|
-0.2%
|
|
|
2023
|
Hartline Investment Corp
Winnetka,
Illinois
|
$851K
|
+$35.7K
|
+185
|
+6%
|
|
|
2024
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$851K
|
+$109K
|
+567
|
+12%
|
|
|
2025
|
Albert D. Mason Inc
Boston,
Massachusetts
|
$849K
|
-$2.51K
|
-13
|
-0.2%
|
|
