|
2001
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$16.2K
|
+$728
|
+7
|
+5%
|
|
|
2002
|
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
|
$15.8K
|
-$18.7K
|
-180
|
-55%
|
|
|
2003
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$15.8K
|
+$1.25K
|
+12
|
+9%
|
|
|
2004
|
J. Safra Asset Management
New York
|
$15.5K
|
–
|
–
|
–
|
|
|
2005
|
Hughes Financial Services
Herndon,
Virginia
|
$15.2K
|
+$6.24K
|
+60
|
+74%
|
|
|
2006
|
BFSG LLC
Irvine,
California
|
$15.1K
|
-$2.08K
|
-20
|
-13%
|
|
|
2007
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$14.9K
|
+$10.4K
|
+100
|
+256%
|
|
|
2008
|
Sunrise Financial Services
Burien,
Washington
|
$14.7K
|
–
|
–
|
–
|
|
|
2009
|
WealthCollab
Bellevue,
Washington
|
$14.5K
|
+$104
|
+1
|
+0.7%
|
|
|
2010
|
Avalon Trust
Santa Fe,
New Mexico
|
$14.4K
|
–
|
–
|
–
|
|
|
2011
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$14.1K
|
+$3.85K
|
+37
|
+39%
|
|
|
2012
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$14K
|
-$29.5K
|
-284
|
-68%
|
|
|
2013
|
First Community Trust
Dubuque,
Iowa
|
$13.9K
|
-$104K
|
-1,000
|
-89%
|
|
|
2014
|
DB Fitzpatrick & Co
Boise,
Idaho
|
$13.9K
|
–
|
–
|
–
|
|
|
2015
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$13.5K
|
+$8.84K
|
+85
|
+207%
|
|
|
2016
|
Miller Global Investments
Dallas,
Texas
|
$12.5K
|
–
|
–
|
–
|
|
|
2017
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$11.5K
|
+$3.33K
|
+32
|
+43%
|
|
|
2018
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
$11.1K
|
+$4.68K
|
+45
|
+78%
|
|
|
2019
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$11.1K
|
+$10.7K
|
+103
|
New
|
|
|
2020
|
Strive Financial Group
Carmel,
Indiana
|
$10.8K
|
+$104
|
+1
|
+1%
|
|
|
2021
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$10.8K
|
+$208
|
+2
|
+2%
|
|
|
2022
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$10.8K
|
–
|
–
|
–
|
|
|
2023
|
McMillan Office
St. Clair Shores,
Michigan
|
$10.8K
|
–
|
–
|
–
|
|
|
2024
|
Advantage Trust Company
Salina,
Kansas
|
$10.8K
|
+$10.4K
|
+100
|
New
|
|
|
2025
|
Stance Capital
Boston,
Massachusetts
|
$10.8K
|
+$10.4K
|
+100
|
New
|
|
