|
2001
|
Bogart Wealth LLC
Mclean,
Virginia
|
$38K
|
-$14.4K
|
-162
|
-27%
|
|
|
2002
|
Center for Financial Planning
Southfied,
Michigan
|
$37K
|
-$2.66K
|
-30
|
-7%
|
|
|
2003
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$37K
|
–
|
–
|
–
|
|
|
2004
|
Pflug Koory
Omaha,
Nebraska
|
$36K
|
–
|
–
|
–
|
|
|
2005
|
TD Capital Management
Memphis,
Tennessee
|
$35K
|
+$35.9K
|
+405
|
New
|
|
|
2006
|
New Millennium Group
Sandy,
Utah
|
$34K
|
-$3.55K
|
-40
|
-9%
|
|
|
2007
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$34K
|
–
|
–
|
–
|
|
|
2008
|
Barrett & Company
Providence,
Rhode Island
|
$32.5K
|
+$40.5K
|
+457
|
New
|
|
|
2009
|
Westside Investment Management
Santa Monica,
California
|
$31.5K
|
+$15.1K
|
+170
|
+1%
|
|
|
2010
|
Key Financial Inc
West Chester,
Pennsylvania
|
$31K
|
–
|
–
|
–
|
|
|
2011
|
Lee Financial
Dallas,
Texas
|
$30K
|
-$1.42K
|
-16
|
-4%
|
|
|
2012
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$30K
|
–
|
–
|
–
|
|
|
2013
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$29K
|
-$267K
|
-3,007
|
-90%
|
|
|
2014
|
TimeScale Financial
Danvers,
Massachusetts
|
$29K
|
+$709
|
+8
|
+2%
|
|
|
2015
|
Old North State Trust
Greensboro,
North Carolina
|
$29K
|
+$29.7K
|
+335
|
New
|
|
|
2016
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$27K
|
–
|
–
|
–
|
|
|
2017
|
Solstein Capital
Menlo Park,
California
|
$27K
|
–
|
–
|
–
|
|
|
2018
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$26.2K
|
+$2.22K
|
+25
|
+9%
|
|
|
2019
|
Howe & Rusling
Rochester,
New York
|
$26K
|
+$6.56K
|
+74
|
+32%
|
|
|
2020
|
Joseph Group Capital Management
Columbus,
Ohio
|
$26K
|
+$26.6K
|
+300
|
New
|
|
|
2021
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$25K
|
-$2.66K
|
-30
|
-9%
|
|
|
2022
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$25K
|
–
|
–
|
–
|
|
|
2023
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$24K
|
–
|
–
|
–
|
|
|
2024
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$24K
|
+$89
|
+1
|
+0.4%
|
|
|
2025
|
Arax Advisory Partners
Denver,
Colorado
|
$23K
|
-$12.7K
|
-143
|
-34%
|
|
