|
2001
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$129K
|
+$131K
|
+3,399
|
New
|
|
|
2002
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$122K
|
–
|
–
|
–
|
|
|
2003
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$120K
|
–
|
–
|
–
|
|
|
2004
|
Bogart Wealth LLC
Mclean,
Virginia
|
$119K
|
–
|
–
|
–
|
|
|
2005
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$116K
|
-$28.5K
|
-741
|
-19%
|
|
|
2006
|
Cordasco Financial Network
Naples,
Florida
|
$114K
|
+$35K
|
+909
|
+43%
|
|
|
2007
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$112K
|
+$15.7K
|
+408
|
+16%
|
|
|
2008
|
Aspire Private Capital
Cornelius,
North Carolina
|
$105K
|
-$95.6K
|
-2,484
|
-47%
|
|
|
2009
|
AIA Investment Management
Singapore
|
$105K
|
–
|
–
|
–
|
|
|
2010
|
Blume Capital Management
Berkeley,
California
|
$102K
|
–
|
–
|
–
|
|
|
2011
|
|
$102K
|
+$103K
|
+2,682
|
New
|
|
|
2012
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$99K
|
-$36.9K
|
-960
|
-27%
|
|
|
2013
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$99K
|
+$3.12K
|
+81
|
+3%
|
|
|
2014
|
Liberty Wealth Management
Oakland,
California
|
$98K
|
-$7.04K
|
-183
|
-7%
|
|
|
2015
|
Weaver Consulting Group
Huntington Beach,
California
|
$95K
|
-$214K
|
-5,559
|
-69%
|
|
|
2016
|
Avion Wealth
The Woodlands,
Texas
|
$95K
|
+$96.9K
|
+2,520
|
New
|
|
|
2017
|
Pathstone Family Office
Englewood,
New Jersey
|
$89K
|
+$91.2K
|
+2,370
|
New
|
|
|
2018
|
Winch Advisory Services
Appleton,
Wisconsin
|
$87K
|
+$346
|
+9
|
+0.4%
|
|
|
2019
|
PrairieView Partners
St. Paul,
Minnesota
|
$87K
|
+$88.7K
|
+2,307
|
New
|
|
|
2020
|
Simon Quick Advisors
Morristown,
New Jersey
|
$85K
|
-$14.8K
|
-384
|
-15%
|
|
|
2021
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$85K
|
–
|
–
|
–
|
|
|
2022
|
Financial Management Professionals
Austin,
Texas
|
$84K
|
–
|
–
|
–
|
|
|
2023
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$83K
|
–
|
–
|
–
|
|
|
2024
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$81K
|
–
|
–
|
–
|
|
|
2025
|
EARNEST Partners
Atlanta,
Georgia
|
$78K
|
–
|
–
|
–
|
|
