|
2001
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$200K
|
+$187K
|
+1,415
|
New
|
|
|
2002
|
Blackhill Capital
Morristown,
New Jersey
|
$198K
|
–
|
–
|
–
|
|
|
2003
|
Oakworth Capital
Birmingham,
Alabama
|
$195K
|
–
|
–
|
–
|
|
|
2004
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$193K
|
+$26.5K
|
+200
|
+17%
|
|
|
2005
|
Thornburg Investment Management
Santa Fe,
New Mexico
|
$192K
|
-$88.8K
|
-670
|
-33%
|
|
|
2006
|
Hoover Financial Advisors
Malvern,
Pennsylvania
|
$189K
|
+$177K
|
+1,334
|
New
|
|
|
2007
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$187K
|
+$37.4K
|
+282
|
+27%
|
|
|
2008
|
Ranch Capital Advisors
Sarasota,
Florida
|
$187K
|
+$18.7K
|
+141
|
+12%
|
|
|
2009
|
Wolff Wiese Magana
Carslbad,
California
|
$185K
|
+$173K
|
+1,303
|
New
|
|
|
2010
|
Spirit of America Management Corp
Syosset,
New York
|
$184K
|
–
|
–
|
–
|
|
|
2011
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$183K
|
+$662
|
+5
|
+0.4%
|
|
|
2012
|
Curi Wealth Management
Raleigh,
North Carolina
|
$181K
|
+$170K
|
+1,280
|
New
|
|
|
2013
|
|
$178K
|
+$60.3K
|
+455
|
+57%
|
|
|
2014
|
ADE LLC
Baltimore,
Maryland
|
$177K
|
+$166K
|
+1,250
|
New
|
|
|
2015
|
Manchester Financial
Westlake Village,
California
|
$176K
|
+$2.65K
|
+20
|
+2%
|
|
|
2016
|
Gradient Investments
Arden Hills,
Minnesota
|
$175K
|
–
|
–
|
–
|
|
|
2017
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$171K
|
–
|
–
|
–
|
|
|
2018
|
Financial Avengers
Oakland,
California
|
$171K
|
+$160K
|
+1,210
|
New
|
|
|
2019
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$160K
|
–
|
–
|
–
|
|
|
2020
|
Hudock Inc
Williamsport,
Pennsylvania
|
$154K
|
+$397
|
+3
|
+0.3%
|
|
|
2021
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$152K
|
+$103K
|
+775
|
+260%
|
|
|
2022
|
Silvant Capital Management
Atlanta,
Georgia
|
$148K
|
–
|
–
|
–
|
|
|
2023
|
TimeScale Financial
Danvers,
Massachusetts
|
$148K
|
+$43.3K
|
+327
|
+45%
|
|
|
2024
|
Evolution Wealth Advisors
Aventura,
Florida
|
$144K
|
-$72.9K
|
-550
|
-35%
|
|
|
2025
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$143K
|
+$132
|
+1
|
+0.1%
|
|
