|
2001
|
Aspire Private Capital
Cornelius,
North Carolina
|
$105K
|
-$95.6K
|
-2,484
|
-47%
|
|
|
2002
|
AIA Investment Management
Singapore
|
$105K
|
–
|
–
|
–
|
|
|
2003
|
Blume Capital Management
Berkeley,
California
|
$102K
|
–
|
–
|
–
|
|
|
2004
|
|
$102K
|
+$103K
|
+2,682
|
New
|
|
|
2005
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$99K
|
-$36.9K
|
-960
|
-27%
|
|
|
2006
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$99K
|
+$3.12K
|
+81
|
+3%
|
|
|
2007
|
Liberty Wealth Management
Oakland,
California
|
$98K
|
-$7.04K
|
-183
|
-7%
|
|
|
2008
|
Weaver Consulting Group
Huntington Beach,
California
|
$95K
|
-$214K
|
-5,559
|
-69%
|
|
|
2009
|
Avion Wealth
The Woodlands,
Texas
|
$95K
|
+$96.9K
|
+2,520
|
New
|
|
|
2010
|
Pathstone Family Office
Englewood,
New Jersey
|
$89K
|
+$91.2K
|
+2,370
|
New
|
|
|
2011
|
Winch Advisory Services
Appleton,
Wisconsin
|
$87K
|
+$346
|
+9
|
+0.4%
|
|
|
2012
|
PrairieView Partners
St. Paul,
Minnesota
|
$87K
|
+$88.7K
|
+2,307
|
New
|
|
|
2013
|
Simon Quick Advisors
Morristown,
New Jersey
|
$85K
|
-$14.8K
|
-384
|
-15%
|
|
|
2014
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$85K
|
–
|
–
|
–
|
|
|
2015
|
Financial Management Professionals
Austin,
Texas
|
$84K
|
–
|
–
|
–
|
|
|
2016
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$83K
|
–
|
–
|
–
|
|
|
2017
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$81K
|
–
|
–
|
–
|
|
|
2018
|
EARNEST Partners
Atlanta,
Georgia
|
$78K
|
–
|
–
|
–
|
|
|
2019
|
Tarbox Family Office
Newport Beach,
California
|
$76K
|
+$3.58K
|
+93
|
+5%
|
|
|
2020
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$75K
|
–
|
–
|
–
|
|
|
2021
|
Atlas Private Wealth Management
Albany,
New York
|
$74K
|
+$346
|
+9
|
+0.5%
|
|
|
2022
|
Lucia Wealth Services
San Diego,
California
|
$74K
|
+$6.23K
|
+162
|
+9%
|
|
|
2023
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$73K
|
–
|
–
|
–
|
|
|
2024
|
Pacer Advisors
Malvern,
Pennsylvania
|
$73K
|
–
|
–
|
–
|
|
|
2025
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$73K
|
+$51.9K
|
+1,350
|
+300%
|
|
