|
2001
|
Alpine Woods Capital Investors
Purchase,
New York
|
$1.13M
|
+$895K
|
+3,758
|
+186%
|
|
|
2002
|
TSG Advice Partners
Columbus,
Ohio
|
$1.13M
|
+$1.38M
|
+5,782
|
New
|
|
|
2003
|
One Wealth Advisors
San Francisco,
California
|
$1.13M
|
-$152K
|
-640
|
-10%
|
|
|
2004
|
Zhang Financial
Portage,
Michigan
|
$1.13M
|
+$12.6K
|
+53
|
+0.9%
|
|
|
2005
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$1.13M
|
+$1.37M
|
+5,772
|
New
|
|
|
2006
|
PSI Advisors
Tampa,
Florida
|
$1.12M
|
+$1.07M
|
+4,502
|
+360%
|
|
|
2007
|
Tandem Investment Partners
Bordentown,
New Jersey
|
$1.12M
|
-$220K
|
-925
|
-14%
|
|
|
2008
|
Legacy Capital Group California
Los Gatos,
California
|
$1.12M
|
-$61.4K
|
-258
|
-4%
|
|
|
2009
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$1.12M
|
-$26.2K
|
-110
|
-2%
|
|
|
2010
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$1.12M
|
-$476
|
-2
|
-0%
|
|
|
2011
|
Acorns Advisers
Irvine,
California
|
$1.11M
|
+$410K
|
+1,720
|
+43%
|
|
|
2012
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$1.11M
|
+$282K
|
+1,183
|
+26%
|
|
|
2013
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$1.11M
|
–
|
–
|
–
|
|
|
2014
|
Leslie Global Wealth
Itasca,
Illinois
|
$1.11M
|
-$8.1K
|
-34
|
-0.6%
|
|
|
2015
|
LOM Asset Management
Hamilton,
|
$1.1M
|
-$185K
|
-778
|
-12%
|
|
|
2016
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$1.1M
|
-$11.9K
|
-50
|
-0.9%
|
|
|
2017
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$1.1M
|
+$266K
|
+1,119
|
+25%
|
|
|
2018
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$1.1M
|
-$101K
|
-424
|
-7%
|
|
|
2019
|
Seven Mile Advisory
Ewing,
New Jersey
|
$1.09M
|
-$555K
|
-2,330
|
-29%
|
|
|
2020
|
Laurel Oak Wealth Management
Marlton,
New Jersey
|
$1.09M
|
+$1.34M
|
+5,612
|
New
|
|
|
2021
|
Fort Point Capital Partners
San Francisco,
California
|
$1.09M
|
+$28.6K
|
+120
|
+2%
|
|
|
2022
|
Redwood Investment Management
Scottsdale,
Arizona
|
$1.09M
|
+$92.1K
|
+387
|
+7%
|
|
|
2023
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
$1.09M
|
-$206K
|
-864
|
-13%
|
|
|
2024
|
Meadowbrook Advisors Group
Bedminster,
New Jersey
|
$1.09M
|
+$1.33M
|
+5,599
|
New
|
|
|
2025
|
StoryOne LLC
Overland Park,
Kansas
|
$1.09M
|
–
|
–
|
–
|
|
