|
2001
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$47.7K
|
–
|
–
|
–
|
|
|
2002
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$47.7K
|
–
|
–
|
–
|
|
|
2003
|
North Star Investment Management
Chicago,
Illinois
|
$47.7K
|
–
|
–
|
–
|
|
|
2004
|
Valley Wealth Managers
Paramus,
New Jersey
|
$47.7K
|
+$47.5K
|
+500
|
New
|
|
|
2005
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
$46.3K
|
+$46K
|
+485
|
New
|
|
|
2006
|
True Wealth Design
Akron,
Ohio
|
$46.3K
|
+$29.5K
|
+311
|
+179%
|
|
|
2007
|
Boreal Capital Management
Miami,
Florida
|
$45.3K
|
+$45.1K
|
+475
|
New
|
|
|
2008
|
Wealth Watch Advisors
Englewood,
Colorado
|
$44.9K
|
+$44.6K
|
+470
|
New
|
|
|
2009
|
Evelyn Partners Asset Management
London,
|
$44.6K
|
+$9.78K
|
+103
|
+28%
|
|
|
2010
|
Key Financial Inc
West Chester,
Pennsylvania
|
$43.9K
|
–
|
–
|
–
|
|
|
2011
|
Frazier Financial Advisors
Columbus,
Ohio
|
$43.8K
|
+$18K
|
+190
|
+71%
|
|
|
2012
|
Bogart Wealth LLC
Mclean,
Virginia
|
$43K
|
+$11.9K
|
+125
|
+38%
|
|
|
2013
|
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
$42.6K
|
-$6.08K
|
-64
|
-13%
|
|
|
2014
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$41.7K
|
–
|
–
|
–
|
|
|
2015
|
Sachetta
Lynnfield,
Massachusetts
|
$41.6K
|
+$1.9K
|
+20
|
+5%
|
|
|
2016
|
Murphy & Mullick Capital Management
Smithtown,
New York
|
$41K
|
+$12.3K
|
+130
|
+43%
|
|
|
2017
|
Seneschal Advisors
Tacoma,
Washington
|
$40.8K
|
+$40.5K
|
+427
|
New
|
|
|
2018
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$40.6K
|
+$2.66K
|
+28
|
+7%
|
|
|
2019
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$40.3K
|
+$9.78K
|
+103
|
+32%
|
|
|
2020
|
Caitong International Asset Management
Hong Kong
|
$38.6K
|
+$34.5K
|
+364
|
+910%
|
|
|
2021
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$38.2K
|
-$28.9K
|
-305
|
-43%
|
|
|
2022
|
CGC Financial Services
Lake Oswego,
Oregon
|
$38.2K
|
–
|
–
|
–
|
|
|
2023
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$38.1K
|
+$664
|
+7
|
+2%
|
|
|
2024
|
American Capital Advisory
Ketchum,
Idaho
|
$37.7K
|
–
|
–
|
–
|
|
|
2025
|
Estabrook Capital Management
New York
|
$37.7K
|
–
|
–
|
–
|
|
