|
2001
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$53K
|
-$2.15K
|
-20
|
-3%
|
|
|
2002
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$53K
|
+$108
|
+1
|
+0.2%
|
|
|
2003
|
Sawyer & Company
Boston,
Massachusetts
|
$53K
|
+$68.9K
|
+640
|
New
|
|
|
2004
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$52K
|
-$2.58K
|
-24
|
-4%
|
|
|
2005
|
AllSquare Wealth Management
Albany,
New York
|
$52K
|
–
|
–
|
–
|
|
|
2006
|
Spectrum Management Group
Indianapolis,
Indiana
|
$50K
|
–
|
–
|
–
|
|
|
2007
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$49K
|
+$7.11K
|
+66
|
+13%
|
|
|
2008
|
Country Trust Bank
Bloomington,
Illinois
|
$48K
|
–
|
–
|
–
|
|
|
2009
|
EARNEST Partners
Atlanta,
Georgia
|
$47K
|
–
|
–
|
–
|
|
|
2010
|
Osterweis Capital Management
San Francisco,
California
|
$47K
|
+$60.5K
|
+562
|
New
|
|
|
2011
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$46K
|
-$10.7K
|
-99
|
-15%
|
|
|
2012
|
Lipe & Dalton
Syracuse,
New York
|
$46K
|
–
|
–
|
–
|
|
|
2013
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$44K
|
-$215
|
-2
|
-0.4%
|
|
|
2014
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$43K
|
-$460K
|
-4,270
|
-89%
|
|
|
2015
|
Hoese & Co
Glencoe,
Minnesota
|
$43K
|
–
|
–
|
–
|
|
|
2016
|
Pacific Center for Financial Services
San Ramon,
California
|
$42K
|
-$1.18K
|
-11
|
-2%
|
|
|
2017
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$42K
|
+$108
|
+1
|
+0.2%
|
|
|
2018
|
Penserra Capital Management
Orinda,
California
|
$42K
|
+$54.5K
|
+506
|
New
|
|
|
2019
|
Column Capital Advisors
Indianapolis,
Indiana
|
$41K
|
–
|
–
|
–
|
|
|
2020
|
M&R Capital Management
Summit,
New Jersey
|
$41K
|
–
|
–
|
–
|
|
|
2021
|
Abound Wealth Management
Franklin,
Tennessee
|
$40.2K
|
+$52K
|
+483
|
New
|
|
|
2022
|
Founders Capital Management (Texas)
Houston,
Texas
|
$40K
|
+$215
|
+2
|
+0.4%
|
|
|
2023
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$40K
|
+$1.51K
|
+14
|
+3%
|
|
|
2024
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$40K
|
+$12.8K
|
+119
|
+33%
|
|
|
2025
|
NuWave Investment Management
Parsippany,
New Jersey
|
$39K
|
-$29.5K
|
-274
|
-37%
|
|
