|
2001
|
Old North State Trust
Greensboro,
North Carolina
|
$537K
|
+$34K
|
+104
|
+7%
|
|
|
2002
|
Fortis Capital Management
Bellevue,
Washington
|
$536K
|
+$5.23K
|
+16
|
+1%
|
|
|
2003
|
Evanson Asset Management
Carmel,
California
|
$536K
|
-$2.29K
|
-7
|
-0.4%
|
|
|
2004
|
RDA Financial Network
Akron,
Iowa
|
$535K
|
+$272K
|
+830
|
+100%
|
|
|
2005
|
Kaydan Wealth Management
Fenton,
Michigan
|
$535K
|
–
|
–
|
–
|
|
|
2006
|
Tandem Investment Advisors
Charleston,
South Carolina
|
$534K
|
+$280K
|
+857
|
+107%
|
|
|
2007
|
Members Trust
Tampa,
Florida
|
$533K
|
+$34.3K
|
+105
|
+7%
|
|
|
2008
|
Good Life Advisors
Reading,
Pennsylvania
|
$532K
|
+$79.5K
|
+243
|
+17%
|
|
|
2009
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$530K
|
–
|
–
|
–
|
|
|
2010
|
Weaver Consulting Group
Huntington Beach,
California
|
$530K
|
–
|
–
|
–
|
|
|
2011
|
West Michigan Advisors
Holland,
Michigan
|
$528K
|
+$38.9K
|
+119
|
+8%
|
|
|
2012
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$526K
|
-$101K
|
-310
|
-16%
|
|
|
2013
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$525K
|
-$181K
|
-554
|
-25%
|
|
|
2014
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$522K
|
+$25.2K
|
+77
|
+5%
|
|
|
2015
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$521K
|
-$11.4K
|
-35
|
-2%
|
|
|
2016
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$520K
|
-$6.21K
|
-19
|
-1%
|
|
|
2017
|
Prossimo Advisors
San Luis Obispo,
California
|
$520K
|
+$528K
|
+1,614
|
New
|
|
|
2018
|
Wealth Quarterback
Toms River,
New Jersey
|
$519K
|
+$80.1K
|
+245
|
+18%
|
|
|
2019
|
Prentice Wealth Management
Rochester,
New York
|
$519K
|
+$240K
|
+733
|
+84%
|
|
|
2020
|
Willner & Heller
Encino,
California
|
$518K
|
+$17K
|
+52
|
+3%
|
|
|
2021
|
Cromwell Holdings
Jackson,
Wyoming
|
$517K
|
–
|
–
|
–
|
|
|
2022
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$516K
|
-$181K
|
-552
|
-26%
|
|
|
2023
|
Freedom Day Solutions
Houston,
Texas
|
$516K
|
-$4.91K
|
-15
|
-0.9%
|
|
|
2024
|
Napatree Capital
Westerly,
Rhode Island
|
$514K
|
+$97.8K
|
+299
|
+23%
|
|
|
2025
|
Legacy Edge Advisors
Syosset,
New York
|
$514K
|
-$9.16K
|
-28
|
-2%
|
|
