|
2001
|
Wakefield Asset Management
Englewood,
Colorado
|
$454K
|
-$7.9K
|
-27
|
-2%
|
|
|
2002
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$454K
|
-$9.07K
|
-31
|
-2%
|
|
|
2003
|
Ballast Advisors
Woodbury,
Minnesota
|
$453K
|
-$16.4K
|
-56
|
-3%
|
|
|
2004
|
Alethea Capital Management
Mercer Island,
Washington
|
$452K
|
+$466K
|
+1,591
|
New
|
|
|
2005
|
Global Financial Private Client
Sarasota,
Florida
|
$449K
|
+$45.9K
|
+157
|
+11%
|
|
|
2006
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$449K
|
-$7.32K
|
-25
|
-2%
|
|
|
2007
|
Fortis Capital Management
Bellevue,
Washington
|
$448K
|
+$3.8K
|
+13
|
+0.8%
|
|
|
2008
|
Taurus Asset Management
New York
|
$448K
|
–
|
–
|
–
|
|
|
2009
|
Members Trust
Tampa,
Florida
|
$448K
|
+$26K
|
+89
|
+6%
|
|
|
2010
|
Portside Wealth Group
Provo,
Utah
|
$448K
|
+$21.9K
|
+75
|
+5%
|
|
|
2011
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$447K
|
–
|
–
|
–
|
|
|
2012
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$446K
|
–
|
–
|
–
|
|
|
2013
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$445K
|
+$2.63K
|
+9
|
+0.6%
|
|
|
2014
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$445K
|
+$103K
|
+352
|
+29%
|
|
|
2015
|
Centurion Wealth Management
Mclean,
Virginia
|
$445K
|
-$3.8K
|
-13
|
-0.8%
|
|
|
2016
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$444K
|
-$99.2K
|
-339
|
-18%
|
|
|
2017
|
Southland Equity Partners
Wildwood,
Missouri
|
$443K
|
+$6.14K
|
+21
|
+1%
|
|
|
2018
|
Spreng Capital Management
Bucyrus,
Ohio
|
$442K
|
-$11.4K
|
-39
|
-2%
|
|
|
2019
|
Eagle Strategies
New York
|
$440K
|
+$453K
|
+1,548
|
New
|
|
|
2020
|
Willner & Heller
Encino,
California
|
$439K
|
+$3.51K
|
+12
|
+0.8%
|
|
|
2021
|
First Bankers Trust
Louisville,
Kentucky
|
$439K
|
-$21.9K
|
-75
|
-5%
|
|
|
2022
|
Blue Trust Inc
Alpharetta,
Georgia
|
$439K
|
-$225K
|
-768
|
-33%
|
|
|
2023
|
Rational Advisors
Huntington,
New York
|
$439K
|
+$451K
|
+1,543
|
New
|
|
|
2024
|
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
$438K
|
–
|
–
|
–
|
|
|
2025
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$437K
|
+$28.7K
|
+98
|
+7%
|
|
