|
2001
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$102K
|
-$1.39K
|
-10
|
-1%
|
|
|
2002
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$102K
|
+$93K
|
+668
|
New
|
|
|
2003
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$100K
|
+$74.8K
|
+537
|
+448%
|
|
|
2004
|
Key Financial Inc
West Chester,
Pennsylvania
|
$100K
|
+$91.4K
|
+656
|
New
|
|
|
2005
|
Reby Advisors
Danbury,
Connecticut
|
$100K
|
+$91.8K
|
+659
|
New
|
|
|
2006
|
Lenox Wealth Advisors
New York
|
$98K
|
+$139
|
+1
|
+0.2%
|
|
|
2007
|
Tarbox Family Office
Newport Beach,
California
|
$95K
|
+$3.2K
|
+23
|
+4%
|
|
|
2008
|
Gables Capital Management
Miami,
Florida
|
$93K
|
–
|
–
|
–
|
|
|
2009
|
Global Financial Private Client
Sarasota,
Florida
|
$91.4K
|
-$3.62K
|
-26
|
-4%
|
|
|
2010
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$91K
|
-$14.2K
|
-102
|
-15%
|
|
|
2011
|
S.A. Mason
Holland,
Michigan
|
$91K
|
–
|
–
|
–
|
|
|
2012
|
Regal Wealth Group
Seal Beach,
California
|
$90K
|
+$27.9K
|
+200
|
+51%
|
|
|
2013
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$89K
|
-$36.2K
|
-260
|
-31%
|
|
|
2014
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$88K
|
-$60.3K
|
-433
|
-43%
|
|
|
2015
|
Front Row Advisors
Tiburon,
California
|
$88K
|
–
|
–
|
–
|
|
|
2016
|
Hoover Financial Advisors
Malvern,
Pennsylvania
|
$88K
|
+$76.3K
|
+548
|
New
|
|
|
2017
|
CVA Family Office
Denver,
Colorado
|
$87K
|
-$11K
|
-79
|
-12%
|
|
|
2018
|
Private Ocean
San Rafael,
California
|
$86K
|
–
|
–
|
–
|
|
|
2019
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$86K
|
+$78.8K
|
+566
|
New
|
|
|
2020
|
Virtus Alternative Investment Advisers
Hartford,
Connecticut
|
$85K
|
-$50.6K
|
-363
|
-39%
|
|
|
2021
|
EARNEST Partners
Atlanta,
Georgia
|
$85K
|
–
|
–
|
–
|
|
|
2022
|
ADE LLC
Baltimore,
Maryland
|
$81K
|
+$74.1K
|
+532
|
New
|
|
|
2023
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$78K
|
–
|
–
|
–
|
|
|
2024
|
Black Swift Group
Boulder,
Colorado
|
$78K
|
+$57.2K
|
+411
|
+411%
|
|
|
2025
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$78K
|
+$61.4K
|
+441
|
+621%
|
|
