|
2001
|
Elevation Wealth Partners
Santa Rosa,
California
|
$79.8K
|
+$78
|
+1
|
+0.1%
|
|
|
2002
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$79.2K
|
-$12.3K
|
-157
|
-15%
|
|
|
2003
|
Global Financial Private Client
Sarasota,
Florida
|
$76.6K
|
+$10.9K
|
+139
|
+19%
|
|
|
2004
|
Zions Bancorporation
Salt Lake City,
Utah
|
$75.6K
|
-$15.3K
|
-195
|
-19%
|
|
|
2005
|
Gould Capital
Tacoma,
Washington
|
$74.8K
|
–
|
–
|
–
|
|
|
2006
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$73.8K
|
–
|
–
|
–
|
|
|
2007
|
Thompson Investment Management
Madison,
Wisconsin
|
$73.6K
|
–
|
–
|
–
|
|
|
2008
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$72.1K
|
-$549
|
-7
|
-0.9%
|
|
|
2009
|
Wolff Wiese Magana
Carslbad,
California
|
$72K
|
–
|
–
|
–
|
|
|
2010
|
M&R Capital Management
Summit,
New Jersey
|
$71.2K
|
–
|
–
|
–
|
|
|
2011
|
Maryland Capital Advisors
Chester,
Maryland
|
$70.7K
|
–
|
–
|
–
|
|
|
2012
|
Park Circle Company
Baltimore,
Maryland
|
$70.7K
|
–
|
–
|
–
|
|
|
2013
|
Harvest Fund Management
Beijing,
China
|
$70K
|
+$53.6K
|
+683
|
+599%
|
|
|
2014
|
Field & Main Bank
Henderson,
Kentucky
|
$69.8K
|
-$35.4K
|
-451
|
-36%
|
|
|
2015
|
Stephens Consulting
Flint,
Michigan
|
$67.9K
|
+$10K
|
+128
|
+20%
|
|
|
2016
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$67.8K
|
+$11.8K
|
+151
|
+25%
|
|
|
2017
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$67.5K
|
–
|
–
|
–
|
|
|
2018
|
West Oak Capital
Westlake Village,
California
|
$67.3K
|
-$131K
|
-1,670
|
-69%
|
|
|
2019
|
Clean Yield Group
Norwich,
Vermont
|
$61.9K
|
-$52.9K
|
-675
|
-49%
|
|
|
2020
|
Tortoise Investment Management
White Plains,
New York
|
$61.4K
|
-$3.37K
|
-43
|
-6%
|
|
|
2021
|
Valley Wealth Managers
Paramus,
New Jersey
|
$61.4K
|
+$54.3K
|
+693
|
+69,300%
|
|
|
2022
|
Meeder Asset Management
Dublin,
Ohio
|
$61.2K
|
-$24.9K
|
-317
|
-31%
|
|
|
2023
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$61K
|
+$47.1K
|
+600
|
+667%
|
|
|
2024
|
Tradewinds Capital Management
Bellingham,
Washington
|
$59K
|
-$180K
|
-2,293
|
-77%
|
|
|
2025
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$57.4K
|
-$5.57K
|
-71
|
-10%
|
|
