|
2001
|
Yarger Wealth Strategies
Westerville,
Ohio
|
$255K
|
+$232K
|
+1,247
|
New
|
|
|
2002
|
Stratos Investment Management
Beachwood,
Ohio
|
$255K
|
–
|
–
|
–
|
|
|
2003
|
Latitude Advisors
Vero Beach,
Florida
|
$254K
|
+$1.49K
|
+8
|
+0.6%
|
|
|
2004
|
Intelligence Driven Advisers
Carlsbad,
California
|
$253K
|
+$230K
|
+1,236
|
New
|
|
|
2005
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$253K
|
–
|
–
|
–
|
|
|
2006
|
Gemmer Asset Management
Walnut Creek,
California
|
$252K
|
+$6.5K
|
+35
|
+3%
|
|
|
2007
|
PTM Wealth Management
North Wales,
United States
|
$252K
|
+$232K
|
+1,250
|
New
|
|
|
2008
|
Cooper Capital Advisors
Encinitas,
California
|
$252K
|
-$4.27K
|
-23
|
-2%
|
|
|
2009
|
Patton Fund Management
Dallas,
Texas
|
$252K
|
+$228K
|
+1,229
|
New
|
|
|
2010
|
Insight Inv LLC
El Segundo,
California
|
$249K
|
-$3.37M
|
-18,162
|
-94%
|
|
|
2011
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$249K
|
–
|
–
|
–
|
|
|
2012
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$249K
|
+$226K
|
+1,217
|
New
|
|
|
2013
|
Rockbridge Investment Management
Syracuse,
New York
|
$248K
|
-$35.3K
|
-190
|
-14%
|
|
|
2014
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$248K
|
+$225K
|
+1,210
|
New
|
|
|
2015
|
Family Management
New York
|
$247K
|
–
|
–
|
–
|
|
|
2016
|
Keebeck Wealth Management
Chicago,
Illinois
|
$247K
|
+$224K
|
+1,205
|
New
|
|
|
2017
|
Powers Advisory Group
Highland,
Illinois
|
$247K
|
+$224K
|
+1,205
|
New
|
|
|
2018
|
Core Wealth Management
Jupiter,
Florida
|
$246K
|
–
|
–
|
–
|
|
|
2019
|
|
$246K
|
+$18.2K
|
+98
|
+9%
|
|
|
2020
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$246K
|
+$223K
|
+1,201
|
New
|
|
|
2021
|
Goepper Burkhardt
Greenville,
South Carolina
|
$245K
|
–
|
–
|
–
|
|
|
2022
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$245K
|
+$222K
|
+1,197
|
New
|
|
|
2023
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$244K
|
+$221K
|
+1,192
|
New
|
|
|
2024
|
Peak Asset Management
Louisville,
Colorado
|
$243K
|
–
|
–
|
–
|
|
|
2025
|
New Century Financial Group
Princeton,
New Jersey
|
$243K
|
+$220K
|
+1,186
|
New
|
|
