|
2001
|
Cromwell Holdings
Jackson,
Wyoming
|
$501K
|
+$471K
|
+1,603
|
New
|
|
|
2002
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$499K
|
-$23.8K
|
-81
|
-5%
|
|
|
2003
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$497K
|
+$16.2K
|
+55
|
+4%
|
|
|
2004
|
Modern Wealth Management
Lenexa,
Kansas
|
$494K
|
+$465K
|
+1,582
|
New
|
|
|
2005
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$492K
|
-$22.3K
|
-76
|
-5%
|
|
|
2006
|
First Bankers Trust
Louisville,
Kentucky
|
$492K
|
+$8.81K
|
+30
|
+2%
|
|
|
2007
|
Baader Bank Aktiengesellschaft
Unterschleissheim,
Germany
|
$492K
|
+$228K
|
+777
|
+97%
|
|
|
2008
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$491K
|
–
|
–
|
–
|
|
|
2009
|
Southland Equity Partners
Wildwood,
Missouri
|
$491K
|
+$3.23K
|
+11
|
+0.7%
|
|
|
2010
|
Parcion Private Wealth
Bellevue,
Washington
|
$491K
|
+$85.2K
|
+290
|
+23%
|
|
|
2011
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$490K
|
–
|
–
|
–
|
|
|
2012
|
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
$488K
|
+$6.76K
|
+23
|
+1%
|
|
|
2013
|
Old North State Trust
Greensboro,
North Carolina
|
$488K
|
+$19.7K
|
+67
|
+4%
|
|
|
2014
|
Willner & Heller
Encino,
California
|
$486K
|
+$3.23K
|
+11
|
+0.7%
|
|
|
2015
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$486K
|
+$135K
|
+460
|
+42%
|
|
|
2016
|
Members Trust
Tampa,
Florida
|
$484K
|
-$7.34K
|
-25
|
-2%
|
|
|
2017
|
Baker Avenue Asset Management
San Francisco,
California
|
$484K
|
+$20.6K
|
+70
|
+5%
|
|
|
2018
|
Chase Investment Counsel
Charlottesville,
Virginia
|
$483K
|
+$35.5K
|
+121
|
+8%
|
|
|
2019
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$482K
|
-$29.7K
|
-101
|
-6%
|
|
|
2020
|
Portside Wealth Group
Provo,
Utah
|
$481K
|
-$10.9K
|
-37
|
-2%
|
|
|
2021
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$481K
|
+$11.8K
|
+40
|
+3%
|
|
|
2022
|
Spreng Capital Management
Bucyrus,
Ohio
|
$478K
|
-$7.34K
|
-25
|
-2%
|
|
|
2023
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$477K
|
-$24.1K
|
-82
|
-5%
|
|
|
2024
|
Ausdal Financial Partners
Davenport,
Iowa
|
$476K
|
-$46.7K
|
-159
|
-9%
|
|
|
2025
|
Defined Wealth Management
Beaverton,
Oregon
|
$476K
|
+$3.52K
|
+12
|
+0.8%
|
|
