|
2001
|
VSM Wealth Advisory
Hunt Valley,
Maryland
|
$19.3K
|
+$104
|
+1
|
+0.6%
|
|
|
2002
|
Fedenia Advisers
Madison,
Wisconsin
|
$19K
|
+$18.4K
|
+177
|
New
|
|
|
2003
|
Frazier Financial Advisors
Columbus,
Ohio
|
$18.9K
|
-$312
|
-3
|
-2%
|
|
|
2004
|
Prosperity Bancshares
Houston,
Texas
|
$17.8K
|
-$51.9K
|
-499
|
-75%
|
|
|
2005
|
Abound Wealth Management
Franklin,
Tennessee
|
$17.8K
|
-$21.5K
|
-207
|
-56%
|
|
|
2006
|
Adkins Seale Capital Management
Shreveport,
Louisiana
|
$17.6K
|
–
|
–
|
–
|
|
|
2007
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$17.6K
|
+$1.46K
|
+14
|
+9%
|
|
|
2008
|
|
$17.3K
|
+$520
|
+5
|
+3%
|
|
|
2009
|
TD Capital Management
Memphis,
Tennessee
|
$17.2K
|
+$208
|
+2
|
+1%
|
|
|
2010
|
Crewe Advisors
Salt Lake City,
Utah
|
$16.8K
|
+$9.25K
|
+89
|
+133%
|
|
|
2011
|
Vanguard Advisers Inc
Malvern,
Pennsylvania
|
$16.8K
|
+$14.3K
|
+138
|
+767%
|
|
|
2012
|
Abound Financial
Granite Bay,
California
|
$16.6K
|
–
|
–
|
–
|
|
|
2013
|
CrossGen Wealth
Greenville,
North Carolina
|
$16.5K
|
+$312
|
+3
|
+2%
|
|
|
2014
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$16.2K
|
+$728
|
+7
|
+5%
|
|
|
2015
|
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
|
$15.8K
|
-$18.7K
|
-180
|
-55%
|
|
|
2016
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$15.8K
|
+$1.25K
|
+12
|
+9%
|
|
|
2017
|
J. Safra Asset Management
New York
|
$15.5K
|
–
|
–
|
–
|
|
|
2018
|
Hughes Financial Services
Herndon,
Virginia
|
$15.2K
|
+$6.24K
|
+60
|
+74%
|
|
|
2019
|
BFSG LLC
Irvine,
California
|
$15.1K
|
-$2.08K
|
-20
|
-13%
|
|
|
2020
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$14.9K
|
+$10.4K
|
+100
|
+256%
|
|
|
2021
|
Sunrise Financial Services
Burien,
Washington
|
$14.7K
|
–
|
–
|
–
|
|
|
2022
|
WealthCollab
Bellevue,
Washington
|
$14.5K
|
+$104
|
+1
|
+0.7%
|
|
|
2023
|
Avalon Trust
Santa Fe,
New Mexico
|
$14.4K
|
–
|
–
|
–
|
|
|
2024
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$14.1K
|
+$3.85K
|
+37
|
+39%
|
|
|
2025
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$14K
|
-$29.5K
|
-284
|
-68%
|
|
