|
2001
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$68.3K
|
+$3.49K
|
+52
|
+5%
|
|
|
2002
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$65.4K
|
–
|
–
|
–
|
|
|
2003
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$65K
|
–
|
–
|
–
|
|
|
2004
|
SRH Advisors
Salina,
Kansas
|
$63.4K
|
–
|
–
|
–
|
|
|
2005
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$62.6K
|
–
|
–
|
–
|
|
|
2006
|
Winch Advisory Services
Appleton,
Wisconsin
|
$62.4K
|
+$5.1K
|
+76
|
+9%
|
|
|
2007
|
Sterling Capital Management
Charlotte,
North Carolina
|
$62.1K
|
-$5.91K
|
-88
|
-8%
|
|
|
2008
|
|
$62.1K
|
–
|
–
|
–
|
|
|
2009
|
Sawyer & Company
Boston,
Massachusetts
|
$61K
|
+$268
|
+4
|
+0.4%
|
|
|
2010
|
Hughes Financial Services
Herndon,
Virginia
|
$60.2K
|
+$62.3K
|
+928
|
New
|
|
|
2011
|
Fairscale Capital
Nashua,
New Hampshire
|
$60K
|
–
|
–
|
–
|
|
|
2012
|
Financial Perspectives
Minneapolis,
Minnesota
|
$59.8K
|
-$35.7K
|
-532
|
-37%
|
|
|
2013
|
Perritt Capital Management
Chicago,
Illinois
|
$59.7K
|
+$268
|
+4
|
+0.4%
|
|
|
2014
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$59.6K
|
-$7.25K
|
-108
|
-11%
|
|
|
2015
|
Bernard Wealth Management
Royal Oak,
Michigan
|
$58.2K
|
–
|
–
|
–
|
|
|
2016
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$57.4K
|
–
|
–
|
–
|
|
|
2017
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$56.9K
|
–
|
–
|
–
|
|
|
2018
|
Hoey Investments
Coatesville,
Pennsylvania
|
$56K
|
+$268
|
+4
|
+0.5%
|
|
|
2019
|
Financial Connections Group
Corte Madera,
California
|
$53K
|
–
|
–
|
–
|
|
|
2020
|
one8zero8 LLC
Greensboro,
North Carolina
|
$52.2K
|
+$54.2K
|
+808
|
New
|
|
|
2021
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$51.7K
|
–
|
–
|
–
|
|
|
2022
|
Union Savings Bank
Litchfield,
Connecticut
|
$50.7K
|
–
|
–
|
–
|
|
|
2023
|
Financial Network Wealth Advisors
Murray,
Utah
|
$50.4K
|
+$50.2K
|
+748
|
+2,338%
|
|
|
2024
|
Insight Inv LLC
El Segundo,
California
|
$49.4K
|
–
|
–
|
–
|
|
|
2025
|
Archer Investment Corporation
Carmel,
Indiana
|
$49.2K
|
-$268
|
-4
|
-0.5%
|
|
