|
2001
|
Vision Financial Markets
Stamford,
Connecticut
|
$98.2K
|
–
|
–
|
–
|
|
|
2002
|
Bellevue Asset Management
Bellevue,
Washington
|
$97.5K
|
–
|
–
|
–
|
|
|
2003
|
Avion Wealth
The Woodlands,
Texas
|
$96K
|
–
|
–
|
–
|
|
|
2004
|
Redwood Park Advisors
Redwood City,
California
|
$93.8K
|
–
|
–
|
–
|
|
|
2005
|
LRI Investments
Palm Beach Gardens,
Florida
|
$92.3K
|
+$5.97K
|
+69
|
+7%
|
|
|
2006
|
|
$92K
|
+$86.6K
|
+1,000
|
New
|
|
|
2007
|
Leonteq Securities AG
Zurich,
Switzerland
|
$91.2K
|
+$19K
|
+219
|
+28%
|
|
|
2008
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$90.6K
|
+$17K
|
+196
|
+25%
|
|
|
2009
|
REAP Financial Group
Austin,
Texas
|
$88.8K
|
+$29.4K
|
+340
|
+54%
|
|
|
2010
|
American Capital Advisory
Ketchum,
Idaho
|
$88.2K
|
+$779
|
+9
|
+0.9%
|
|
|
2011
|
Hopwood Financial Services
Reston,
Virginia
|
$87.4K
|
-$32.9K
|
-380
|
-29%
|
|
|
2012
|
Hemington Wealth Management
Falls Church,
Virginia
|
$86K
|
+$2.16K
|
+25
|
+3%
|
|
|
2013
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$85.9K
|
+$33.7K
|
+389
|
+71%
|
|
|
2014
|
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
$84K
|
+$64.6K
|
+746
|
+444%
|
|
|
2015
|
Acadian Asset Management
Boston,
Massachusetts
|
$83K
|
-$271K
|
-3,136
|
-78%
|
|
|
2016
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$82.6K
|
-$11.9K
|
-138
|
-13%
|
|
|
2017
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$81.6K
|
–
|
–
|
–
|
|
|
2018
|
Plato Investment Management
Sydney, NSW,
Australia
|
$81.4K
|
–
|
–
|
–
|
|
|
2019
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$79K
|
-$14.5K
|
-168
|
-16%
|
|
|
2020
|
GW&K Investment Management
Boston,
Massachusetts
|
$78K
|
+$30.3K
|
+350
|
+70%
|
|
|
2021
|
Roxbury Financial
Mount Arlington,
New Jersey
|
$77K
|
-$27.3K
|
-315
|
-27%
|
|
|
2022
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$75.7K
|
+$606
|
+7
|
+0.8%
|
|
|
2023
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$73.6K
|
–
|
–
|
–
|
|
|
2024
|
Webster Bank
Waterbury,
Connecticut
|
$71.4K
|
-$59.4K
|
-686
|
-47%
|
|
|
2025
|
Addison Advisors
Middlebury,
Vermont
|
$70.6K
|
-$1.13K
|
-13
|
-2%
|
|
