|
2001
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$83K
|
+$84.6K
|
+958
|
New
|
|
|
2002
|
Edge Wealth Management
New York
|
$82K
|
+$6.01K
|
+68
|
+8%
|
|
|
2003
|
Banco de Sabadell
Miami,
Florida
|
$81K
|
–
|
–
|
–
|
|
|
2004
|
Freedman Financial Associates
Peabody,
Massachusetts
|
$81K
|
–
|
–
|
–
|
|
|
2005
|
Huber Capital Management
El Segundo,
California
|
$78K
|
–
|
–
|
–
|
|
|
2006
|
James Investment Research
Alpha,
Ohio
|
$78K
|
–
|
–
|
–
|
|
|
2007
|
Altshuler Shaham
Tel Aviv,
Israel
|
$77K
|
-$1.41K
|
-16
|
-2%
|
|
|
2008
|
Arax Advisory Partners
Denver,
Colorado
|
$76K
|
-$9.01K
|
-102
|
-10%
|
|
|
2009
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$75K
|
+$76.2K
|
+863
|
New
|
|
|
2010
|
Point72 Hong Kong
Hong Kong
|
$73K
|
-$8.74M
|
-98,958
|
-99%
|
|
|
2011
|
EARNEST Partners
Atlanta,
Georgia
|
$73K
|
–
|
–
|
–
|
|
|
2012
|
Activest Wealth Management
Aventure,
Florida
|
$73K
|
+$177
|
+2
|
+0.2%
|
|
|
2013
|
Vestor Capital
Chicago,
Illinois
|
$71K
|
–
|
–
|
–
|
|
|
2014
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$70K
|
–
|
–
|
–
|
|
|
2015
|
Truehand Inc
Strafford,
New Hampshire
|
$70K
|
–
|
–
|
–
|
|
|
2016
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$70K
|
–
|
–
|
–
|
|
|
2017
|
Riverview Trust Company
Vancouver,
Washington
|
$68K
|
–
|
–
|
–
|
|
|
2018
|
Magellan Asset Management
Sydney,
Australia
|
$66K
|
+$67.4K
|
+763
|
New
|
|
|
2019
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$65K
|
–
|
–
|
–
|
|
|
2020
|
Gables Capital Management
Miami,
Florida
|
$62K
|
–
|
–
|
–
|
|
|
2021
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$62K
|
+$62.7K
|
+710
|
New
|
|
|
2022
|
Cedar Wealth Management
Walnut Creek,
California
|
$61K
|
–
|
–
|
–
|
|
|
2023
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$59K
|
-$31.4K
|
-356
|
-35%
|
|
|
2024
|
Tucker Asset Management
Littleton,
Colorado
|
$58.5K
|
–
|
–
|
–
|
|
|
2025
|
CKW Financial Group
Honolulu,
Hawaii
|
$57K
|
–
|
–
|
–
|
|
