|
2001
|
Winfield Associates
Cleveland,
Ohio
|
$197K
|
+$1.32K
|
+15
|
+0.7%
|
|
|
2002
|
Watermark Asset Management
San Ramon,
California
|
$195K
|
+$529
|
+6
|
+0.3%
|
|
|
2003
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$194K
|
-$67.9K
|
-770
|
-26%
|
|
|
2004
|
Regal Wealth Group
Seal Beach,
California
|
$192K
|
–
|
–
|
–
|
|
|
2005
|
Wolverine Asset Management
Chicago,
Illinois
|
$186K
|
–
|
–
|
–
|
|
|
2006
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$174K
|
–
|
–
|
–
|
|
|
2007
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$161K
|
–
|
–
|
–
|
|
|
2008
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$159K
|
-$125K
|
-1,419
|
-44%
|
|
|
2009
|
|
$157K
|
–
|
–
|
–
|
|
|
2010
|
Benson Investment Management Company
Roanoke,
Virginia
|
$152K
|
–
|
–
|
–
|
|
|
2011
|
Edge Wealth Management
New York
|
$144K
|
–
|
–
|
–
|
|
|
2012
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$142K
|
-$44.1K
|
-500
|
-24%
|
|
|
2013
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$137K
|
-$3.08K
|
-35
|
-2%
|
|
|
2014
|
Blume Capital Management
Berkeley,
California
|
$129K
|
+$26.4K
|
+300
|
+25%
|
|
|
2015
|
Harding Loevner
Bridgewater,
New Jersey
|
$119K
|
+$120K
|
+1,360
|
New
|
|
|
2016
|
Risk Paradigm Group
Austin,
Texas
|
$111K
|
-$45K
|
-510
|
-29%
|
|
|
2017
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$104K
|
+$176
|
+2
|
+0.2%
|
|
|
2018
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$104K
|
+$441
|
+5
|
+0.4%
|
|
|
2019
|
Cordasco Financial Network
Naples,
Florida
|
$98K
|
–
|
–
|
–
|
|
|
2020
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$98K
|
+$99.3K
|
+1,127
|
New
|
|
|
2021
|
Exane Asset Management
Paris,
France
|
$91.5K
|
+$92.6K
|
+1,050
|
New
|
|
|
2022
|
Lee Financial
Dallas,
Texas
|
$89K
|
-$30.8K
|
-349
|
-25%
|
|
|
2023
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$84.3K
|
-$28.6K
|
-324
|
-25%
|
|
|
2024
|
Clear Investment Research
Alpharetta,
Georgia
|
$78K
|
+$79K
|
+896
|
New
|
|
|
2025
|
AllSquare Wealth Management
Albany,
New York
|
$76K
|
-$22.7K
|
-258
|
-23%
|
|
