|
2001
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$1.91M
|
+$50.4K
|
+83
|
+3%
|
|
|
2002
|
Evernest Financial Advisors
Carmel,
Indiana
|
$1.91M
|
+$1.82K
|
+3
|
+0.1%
|
|
|
2003
|
Ridgewood Investments
Springfield,
New Jersey
|
$1.91M
|
+$2.01M
|
+3,314
|
New
|
|
|
2004
|
Northeast Investment Management
Boston,
Massachusetts
|
$1.91M
|
-$118K
|
-194
|
-6%
|
|
|
2005
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$1.91M
|
–
|
–
|
–
|
|
|
2006
|
Core Wealth Partners
Santa Rosa,
California
|
$1.91M
|
+$255K
|
+419
|
+15%
|
|
|
2007
|
Sagace Wealth Management
St. Petersburg,
Florida
|
$1.9M
|
-$12.2K
|
-20
|
-0.6%
|
|
|
2008
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$1.9M
|
-$227K
|
-373
|
-10%
|
|
|
2009
|
Global Financial Private Client
Sarasota,
Florida
|
$1.9M
|
-$11.5K
|
-19
|
-0.6%
|
|
|
2010
|
Alteri Wealth
Westlake Village,
California
|
$1.9M
|
+$224K
|
+369
|
+13%
|
|
|
2011
|
McGuire Capital Advisors
Bethany,
Oklahoma
|
$1.9M
|
+$68K
|
+112
|
+4%
|
|
|
2012
|
Passive Capital Management
Baltimore,
Maryland
|
$1.89M
|
–
|
–
|
–
|
|
|
2013
|
Univest Financial
Souderton,
Pennsylvania
|
$1.89M
|
-$331K
|
-545
|
-14%
|
|
|
2014
|
COFG Advisors
Oak Brook,
Illinois
|
$1.89M
|
-$191K
|
-314
|
-9%
|
|
|
2015
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$1.88M
|
+$99K
|
+163
|
+5%
|
|
|
2016
|
Sierra Capital
Miami,
Florida
|
$1.88M
|
-$608
|
-1
|
-0%
|
|
|
2017
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$1.88M
|
+$58.3K
|
+96
|
+3%
|
|
|
2018
|
WT Wealth Management
Scottsdale,
Arizona
|
$1.88M
|
+$205K
|
+337
|
+12%
|
|
|
2019
|
Centurion Wealth Management
Mclean,
Virginia
|
$1.87M
|
+$26.7K
|
+44
|
+1%
|
|
|
2020
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$1.87M
|
-$17.6K
|
-29
|
-0.9%
|
|
|
2021
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$1.87M
|
+$146K
|
+241
|
+8%
|
|
|
2022
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$1.87M
|
+$2.43K
|
+4
|
+0.1%
|
|
|
2023
|
Family Investment Center
Saint Joseph,
Missouri
|
$1.86M
|
+$116K
|
+191
|
+6%
|
|
|
2024
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$1.86M
|
+$442K
|
+728
|
+29%
|
|
|
2025
|
Dearborn Partners
Chicago,
Illinois
|
$1.85M
|
+$44.3K
|
+73
|
+2%
|
|
