|
2001
|
BNP Paribas Financial Markets
Paris,
France
|
$95.8K
|
-$230K
|
-5,142
|
-72%
|
|
|
2002
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$95.4K
|
–
|
–
|
–
|
|
|
2003
|
Nordwand Advisors
Radnor,
Pennsylvania
|
$91K
|
–
|
–
|
–
|
|
|
2004
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$90.2K
|
-$3.49K
|
-78
|
-4%
|
|
|
2005
|
HBC Financial Services
Seattle,
Washington
|
$90K
|
-$4.79K
|
-107
|
-5%
|
|
|
2006
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$89.7K
|
+$83.8K
|
+1,873
|
New
|
|
|
2007
|
Elevation Wealth Partners
Santa Rosa,
California
|
$88.9K
|
–
|
–
|
–
|
|
|
2008
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
$88.7K
|
+$82.9K
|
+1,852
|
New
|
|
|
2009
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$88K
|
+$43.5K
|
+971
|
+110%
|
|
|
2010
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$87K
|
+$24.9K
|
+557
|
+45%
|
|
|
2011
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$86.8K
|
+$79.4K
|
+1,774
|
+4,549%
|
|
|
2012
|
Main Street Group
Glen Allen,
Virginia
|
$85.4K
|
+$79.8K
|
+1,782
|
New
|
|
|
2013
|
Highlander Capital Management
Short Hills,
New Jersey
|
$80.1K
|
+$74.9K
|
+1,673
|
New
|
|
|
2014
|
Macroview Investment Management
Bethesda,
Maryland
|
$79.8K
|
+$65.1K
|
+1,454
|
+689%
|
|
|
2015
|
Wiser Advisor Group
Phoenix,
Arizona
|
$78.8K
|
+$73.7K
|
+1,646
|
New
|
|
|
2016
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$78K
|
-$65.5K
|
-1,464
|
-47%
|
|
|
2017
|
West Paces Advisors
Atlanta,
Georgia
|
$74.2K
|
+$29.9K
|
+668
|
+76%
|
|
|
2018
|
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
|
$74K
|
–
|
–
|
–
|
|
|
2019
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$73.5K
|
-$499K
|
-11,141
|
-88%
|
|
|
2020
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$73K
|
–
|
–
|
–
|
|
|
2021
|
Friedenthal Financial
Marlton,
New Jersey
|
$71.9K
|
+$67.2K
|
+1,501
|
New
|
|
|
2022
|
Advantage Trust Company
Salina,
Kansas
|
$70.2K
|
+$65.6K
|
+1,465
|
New
|
|
|
2023
|
Canton Hathaway
Providence,
Rhode Island
|
$70K
|
–
|
–
|
–
|
|
|
2024
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$66.7K
|
+$806
|
+18
|
+1%
|
|
|
2025
|
Clear Point Advisors
Melville,
New York
|
$64.4K
|
+$60.2K
|
+1,344
|
New
|
|
