|
2001
|
Private Wealth Management Group
Princeton,
New Jersey
|
$30.2K
|
–
|
–
|
–
|
|
|
2002
|
Aventus Investment Advisors
Naples,
Florida
|
$30.1K
|
+$27.6K
|
+330
|
New
|
|
|
2003
|
Bogart Wealth LLC
Mclean,
Virginia
|
$29.7K
|
+$2.01K
|
+24
|
+8%
|
|
|
2004
|
Binnacle Investments
Urbandale,
Iowa
|
$29.2K
|
+$2.01K
|
+24
|
+8%
|
|
|
2005
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$29.2K
|
-$14K
|
-167
|
-34%
|
|
|
2006
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$29.1K
|
+$2.26K
|
+27
|
+9%
|
|
|
2007
|
Accredited Wealth Management
Louisville,
Kentucky
|
$28.3K
|
–
|
–
|
–
|
|
|
2008
|
Albion Financial Group
Salt Lake City,
Utah
|
$28.3K
|
–
|
–
|
–
|
|
|
2009
|
Murphy & Mullick Capital Management
Smithtown,
New York
|
$28.3K
|
-$17.5K
|
-209
|
-41%
|
|
|
2010
|
Valued Wealth Advisors
Holladay,
Utah
|
$28.1K
|
+$921
|
+11
|
+4%
|
|
|
2011
|
Ransom Advisory
Providence,
Rhode Island
|
$27.4K
|
–
|
–
|
–
|
|
|
2012
|
Battery Global Advisors
Boston,
Massachusetts
|
$27.4K
|
+$84
|
+1
|
+0.3%
|
|
|
2013
|
RMG Wealth Management
Platteville,
Wisconsin
|
$27.2K
|
+$23.9K
|
+285
|
New
|
|
|
2014
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$26.9K
|
–
|
–
|
–
|
|
|
2015
|
Bellevue Asset Management
Bellevue,
Washington
|
$26.7K
|
+$84
|
+1
|
+0.3%
|
|
|
2016
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$25.7K
|
–
|
–
|
–
|
|
|
2017
|
Raffa Wealth Management
Washington,
District of Columbia
|
$25.6K
|
-$4.69K
|
-56
|
-17%
|
|
|
2018
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$25.5K
|
+$23.4K
|
+279
|
New
|
|
|
2019
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$25K
|
+$3.68K
|
+44
|
+19%
|
|
|
2020
|
Frazier Financial Advisors
Columbus,
Ohio
|
$24.5K
|
–
|
–
|
–
|
|
|
2021
|
Abound Wealth Management
Franklin,
Tennessee
|
$24.1K
|
+$2.68K
|
+32
|
+14%
|
|
|
2022
|
Robinswood Financial
Kirkland,
Washington
|
$23.9K
|
-$1.42K
|
-17
|
-6%
|
|
|
2023
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$23.4K
|
-$11.6K
|
-138
|
-35%
|
|
|
2024
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$23.4K
|
-$58.9K
|
-703
|
-73%
|
|
|
2025
|
Physician Wealth Advisors
Midvale,
Utah
|
$23.2K
|
+$4.19K
|
+50
|
+25%
|
|
