|
2001
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$140K
|
+$14.3K
|
+129
|
+10%
|
|
|
2002
|
Webster Bank
Waterbury,
Connecticut
|
$138K
|
-$84.2K
|
-757
|
-36%
|
|
|
2003
|
Flaharty Asset Management
Clearwater,
Florida
|
$135K
|
+$146K
|
+1,311
|
New
|
|
|
2004
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$132K
|
-$9.56K
|
-86
|
-6%
|
|
|
2005
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$132K
|
-$127K
|
-1,146
|
-59%
|
|
|
2006
|
Vestor Capital
Chicago,
Illinois
|
$131K
|
-$11.3K
|
-102
|
-7%
|
|
|
2007
|
VSM Wealth Advisory
Hunt Valley,
Maryland
|
$129K
|
+$2.78K
|
+25
|
+2%
|
|
|
2008
|
Impact Asset Management
Vienna,
|
$128K
|
–
|
–
|
–
|
|
|
2009
|
Crowley Wealth Management
Wilmington,
Delaware
|
$127K
|
+$27.8K
|
+250
|
+25%
|
|
|
2010
|
Catalyst Capital Advisors
Huntington,
New York
|
$127K
|
-$42.1K
|
-379
|
-23%
|
|
|
2011
|
GW&K Investment Management
Boston,
Massachusetts
|
$126K
|
+$25.8K
|
+232
|
+23%
|
|
|
2012
|
Bangor Savings Bank
Bangor,
Maine
|
$125K
|
-$4K
|
-36
|
-3%
|
|
|
2013
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$124K
|
+$57K
|
+513
|
+73%
|
|
|
2014
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$123K
|
–
|
–
|
–
|
|
|
2015
|
Millstone Evans Group
Boulder,
Colorado
|
$121K
|
–
|
–
|
–
|
|
|
2016
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$121K
|
–
|
–
|
–
|
|
|
2017
|
NCP Inc
La Quinta,
California
|
$121K
|
–
|
–
|
–
|
|
|
2018
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$119K
|
+$128K
|
+1,154
|
New
|
|
|
2019
|
Arrowpoint Investment Partners
Singapore
|
$118K
|
+$128K
|
+1,148
|
New
|
|
|
2020
|
Richards, Merrill & Peterson
Spokane,
Washington
|
$117K
|
-$27.2K
|
-245
|
-18%
|
|
|
2021
|
Activest Wealth Management
Aventure,
Florida
|
$117K
|
+$10.9K
|
+98
|
+9%
|
|
|
2022
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$115K
|
+$5.34K
|
+48
|
+4%
|
|
|
2023
|
Cascades Capital Asset Management
Greensboro,
North Carolina
|
$115K
|
+$124K
|
+1,115
|
New
|
|
|
2024
|
Archer Investment Corporation
Carmel,
Indiana
|
$114K
|
-$369K
|
-3,320
|
-75%
|
|
|
2025
|
Wolff Wiese Magana
Carslbad,
California
|
$114K
|
-$425K
|
-3,823
|
-78%
|
|
