|
2001
|
Wealth Quarterback
Toms River,
New Jersey
|
$100K
|
+$94.1K
|
+696
|
New
|
|
|
2002
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$100K
|
+$94.6K
|
+700
|
New
|
|
|
2003
|
Front Row Advisors
Tiburon,
California
|
$98K
|
+$16.5K
|
+122
|
+21%
|
|
|
2004
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$97K
|
+$135
|
+1
|
+0.1%
|
|
|
2005
|
Rock Creek Group
Washington,
District of Columbia
|
$97K
|
+$54.5K
|
+403
|
+145%
|
|
|
2006
|
Financial Management Professionals
Austin,
Texas
|
$92K
|
+$7.43K
|
+55
|
+9%
|
|
|
2007
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$92K
|
+$38.5K
|
+285
|
+80%
|
|
|
2008
|
Tarbox Family Office
Newport Beach,
California
|
$87K
|
-$1.89K
|
-14
|
-2%
|
|
|
2009
|
Gables Capital Management
Miami,
Florida
|
$87K
|
–
|
–
|
–
|
|
|
2010
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$84K
|
-$407K
|
-3,010
|
-84%
|
|
|
2011
|
Center for Financial Planning
Southfied,
Michigan
|
$81K
|
-$13.5K
|
-100
|
-15%
|
|
|
2012
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$81K
|
-$1.35K
|
-10
|
-2%
|
|
|
2013
|
EARNEST Partners
Atlanta,
Georgia
|
$79K
|
–
|
–
|
–
|
|
|
2014
|
Winch Advisory Services
Appleton,
Wisconsin
|
$79K
|
+$10.1K
|
+75
|
+16%
|
|
|
2015
|
Activest Wealth Management
Aventure,
Florida
|
$77K
|
+$67.9K
|
+502
|
+1,357%
|
|
|
2016
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$75K
|
-$102K
|
-757
|
-59%
|
|
|
2017
|
Annapolis Financial Services
Annapolis,
Maryland
|
$75K
|
–
|
–
|
–
|
|
|
2018
|
First National Bank of South Miami
South Miami,
Florida
|
$75K
|
+$3.51K
|
+26
|
+5%
|
|
|
2019
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$75K
|
+$71.4K
|
+528
|
New
|
|
|
2020
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$74K
|
+$135
|
+1
|
+0.2%
|
|
|
2021
|
LSV Asset Management
Chicago,
Illinois
|
$71K
|
-$1.16M
|
-8,600
|
-95%
|
|
|
2022
|
Lee Financial
Dallas,
Texas
|
$71K
|
-$5.14K
|
-38
|
-7%
|
|
|
2023
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$70K
|
–
|
–
|
–
|
|
|
2024
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$69K
|
-$236K
|
-1,747
|
-78%
|
|
|
2025
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$66K
|
-$30.8K
|
-228
|
-33%
|
|
