|
2001
|
Fortitude Family Office
Scottsdale,
Arizona
|
$81.9K
|
+$26.3K
|
+229
|
+49%
|
|
|
2002
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$80.6K
|
+$34.4K
|
+300
|
+78%
|
|
|
2003
|
E Fund Management (HK)
Central,
Hong Kong
|
$79K
|
-$27.6K
|
-241
|
-27%
|
|
|
2004
|
BOK Financial Private Wealth
Denver,
Colorado
|
$79K
|
–
|
–
|
–
|
|
|
2005
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$78.5K
|
–
|
–
|
–
|
|
|
2006
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$77.7K
|
–
|
–
|
–
|
|
|
2007
|
Knuff & Co
Foster City,
California
|
$75.7K
|
–
|
–
|
–
|
|
|
2008
|
Bell Investment Advisors
Oakland,
California
|
$75.3K
|
-$5.62K
|
-49
|
-7%
|
|
|
2009
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$75K
|
-$638K
|
-5,562
|
-90%
|
|
|
2010
|
Blume Capital Management
Berkeley,
California
|
$72.5K
|
+$1.95K
|
+17
|
+3%
|
|
|
2011
|
Eagle Bay Advisors
New York
|
$72.2K
|
+$6.65K
|
+58
|
+10%
|
|
|
2012
|
Estabrook Capital Management
New York
|
$71.5K
|
–
|
–
|
–
|
|
|
2013
|
Birch Capital Management
Dallas,
Texas
|
$70.5K
|
–
|
–
|
–
|
|
|
2014
|
Osterweis Capital Management
San Francisco,
California
|
$70.5K
|
–
|
–
|
–
|
|
|
2015
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$70.3K
|
–
|
–
|
–
|
|
|
2016
|
Mendota Financial Group
Madison,
Wisconsin
|
$68.4K
|
-$63.5K
|
-554
|
-49%
|
|
|
2017
|
SJS Investment Consulting
Sylvania,
Ohio
|
$68.2K
|
+$11.6K
|
+101
|
+21%
|
|
|
2018
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$67K
|
–
|
–
|
–
|
|
|
2019
|
WR Wealth Planners
Columbia,
Missouri
|
$66.9K
|
+$20.9K
|
+182
|
+47%
|
|
|
2020
|
Delta Asset Management
Memphis,
Tennessee
|
$66.5K
|
–
|
–
|
–
|
|
|
2021
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$66.4K
|
-$2.87K
|
-25
|
-4%
|
|
|
2022
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$66K
|
–
|
–
|
–
|
|
|
2023
|
Tucker Asset Management
Littleton,
Colorado
|
$65.4K
|
–
|
–
|
–
|
|
|
2024
|
Avion Wealth
The Woodlands,
Texas
|
$65K
|
+$459
|
+4
|
+0.7%
|
|
|
2025
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$65K
|
+$5.73K
|
+50
|
+10%
|
|
