|
2001
|
GoalVest Advisory
New York
|
$199K
|
+$63.6K
|
+319
|
+40%
|
|
|
2002
|
|
$198K
|
+$220K
|
+1,103
|
New
|
|
|
2003
|
WestHill Financial Advisors
San Rafael,
California
|
$193K
|
+$997
|
+5
|
+0.5%
|
|
|
2004
|
Wolff Wiese Magana
Carslbad,
California
|
$193K
|
+$47K
|
+236
|
+28%
|
|
|
2005
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$193K
|
+$214K
|
+1,073
|
New
|
|
|
2006
|
Biltmore Family Office
Charlotte,
North Carolina
|
$192K
|
–
|
–
|
–
|
|
|
2007
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$190K
|
+$211K
|
+1,059
|
New
|
|
|
2008
|
Fruth Investment Management
Houston,
Texas
|
$183K
|
–
|
–
|
–
|
|
|
2009
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$182K
|
–
|
–
|
–
|
|
|
2010
|
4Thought Financial Group
Syosset,
New York
|
$181K
|
-$1.4K
|
-7
|
-0.7%
|
|
|
2011
|
Wellington Shields Capital Management
New York
|
$179K
|
–
|
–
|
–
|
|
|
2012
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$179K
|
+$199K
|
+1,000
|
New
|
|
|
2013
|
JBF Capital
Aspen,
Colorado
|
$179K
|
+$199K
|
+1,000
|
New
|
|
|
2014
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$175K
|
+$8.17K
|
+41
|
+4%
|
|
|
2015
|
Castle Wealth Management
West Palm Beach,
Florida
|
$174K
|
+$194K
|
+972
|
New
|
|
|
2016
|
Hills Bank & Trust
North Liberty,
Iowa
|
$169K
|
-$14K
|
-70
|
-7%
|
|
|
2017
|
St. James Investment Advisors
Port Jefferson,
New York
|
$163K
|
+$5.98K
|
+30
|
+3%
|
|
|
2018
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$162K
|
+$797
|
+4
|
+0.4%
|
|
|
2019
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$160K
|
–
|
–
|
–
|
|
|
2020
|
Orion Capital Management
Coronado,
California
|
$156K
|
-$6.58K
|
-33
|
-4%
|
|
|
2021
|
Sittner & Nelson
Eugene,
Oregon
|
$155K
|
-$19.9K
|
-100
|
-10%
|
|
|
2022
|
Colonial Trust
Spartanburg,
South Carolina
|
$153K
|
+$169K
|
+850
|
New
|
|
|
2023
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$152K
|
-$33.9K
|
-170
|
-17%
|
|
|
2024
|
Tectonic Advisors
Frisco,
Texas
|
$151K
|
+$31.3K
|
+157
|
+23%
|
|
|
2025
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$150K
|
-$187K
|
-936
|
-53%
|
|
