|
2001
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$124K
|
+$120K
|
+1,608
|
New
|
|
|
2002
|
Addison Advisors
Middlebury,
Vermont
|
$118K
|
+$115K
|
+1,532
|
New
|
|
|
2003
|
Creative Financial Designs
Kokomo,
Indiana
|
$116K
|
+$1.95K
|
+26
|
+2%
|
|
|
2004
|
Freedman Financial Associates
Peabody,
Massachusetts
|
$116K
|
+$112K
|
+1,500
|
New
|
|
|
2005
|
John W. Brooker & Co
Oakland,
California
|
$112K
|
–
|
–
|
–
|
|
|
2006
|
Concord Wealth Partners
Abingdon,
Virginia
|
$110K
|
+$106K
|
+1,422
|
New
|
|
|
2007
|
Stelac Advisory Services
New York
|
$110K
|
+$107K
|
+1,430
|
New
|
|
|
2008
|
Benson Investment Management Company
Roanoke,
Virginia
|
$107K
|
–
|
–
|
–
|
|
|
2009
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$106K
|
+$35.3K
|
+472
|
+52%
|
|
|
2010
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$103K
|
+$89.8K
|
+1,200
|
+882%
|
|
|
2011
|
Steph & Co
Marinette,
Wisconsin
|
$102K
|
–
|
–
|
–
|
|
|
2012
|
Perkins Coie Trust Company
Seattle,
Washington
|
$101K
|
–
|
–
|
–
|
|
|
2013
|
Tarbox Family Office
Newport Beach,
California
|
$98K
|
–
|
–
|
–
|
|
|
2014
|
TCI Wealth Advisors
Tucson,
Arizona
|
$98K
|
+$1.79K
|
+24
|
+2%
|
|
|
2015
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$97K
|
+$150
|
+2
|
+0.2%
|
|
|
2016
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$93K
|
–
|
–
|
–
|
|
|
2017
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$93K
|
–
|
–
|
–
|
|
|
2018
|
Tradewinds Capital Management
Bellingham,
Washington
|
$93K
|
–
|
–
|
–
|
|
|
2019
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$93K
|
+$84.2K
|
+1,125
|
+1,339%
|
|
|
2020
|
Wolff Wiese Magana
Carslbad,
California
|
$93K
|
+$90.5K
|
+1,210
|
New
|
|
|
2021
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$92K
|
+$89.8K
|
+1,200
|
New
|
|
|
2022
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$90K
|
-$823
|
-11
|
-0.9%
|
|
|
2023
|
Meridiem Investment Management
London,
United Kingdom
|
$89K
|
+$86.8K
|
+1,160
|
New
|
|
|
2024
|
Mizuho Securities
Tokyo,
Japan
|
$88K
|
-$166K
|
-2,220
|
-66%
|
|
|
2025
|
EARNEST Partners
Atlanta,
Georgia
|
$88K
|
–
|
–
|
–
|
|
