|
2001
|
Michael S. Ryan Inc
Latham,
New York
|
$1.53M
|
+$1.28K
|
+8
|
+0.1%
|
|
|
2002
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$1.53M
|
+$277K
|
+1,729
|
+24%
|
|
|
2003
|
Lavaca Capital
Houston,
Texas
|
$1.53M
|
+$1.6K
|
+10
|
+0.1%
|
|
|
2004
|
Fox Hill Wealth Management
Dedham,
Massachusetts
|
$1.53M
|
-$70.7K
|
-441
|
-5%
|
|
|
2005
|
Wolverine Trading
Chicago,
Illinois
|
$1.52M
|
-$59M
|
-367,821
|
-98%
|
|
|
2006
|
Colonial Trust
Spartanburg,
South Carolina
|
$1.52M
|
-$22.4K
|
-140
|
-2%
|
|
|
2007
|
Next Level Private
Harrison,
New York
|
$1.52M
|
+$13.8K
|
+86
|
+1%
|
|
|
2008
|
Evermay Wealth Management
Arlington,
Virginia
|
$1.51M
|
+$33.8K
|
+211
|
+2%
|
|
|
2009
|
Harbert Fund Advisors
Birmingham,
Alabama
|
$1.51M
|
+$1.4M
|
+8,750
|
New
|
|
|
2010
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$1.51M
|
+$620K
|
+3,870
|
+79%
|
|
|
2011
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$1.5M
|
-$97.8K
|
-610
|
-7%
|
|
|
2012
|
New Insight Wealth Advisors
San Ramon,
California
|
$1.5M
|
-$119K
|
-740
|
-8%
|
|
|
2013
|
Gilbert & Cook
West Des Moines,
Iowa
|
$1.5M
|
+$190K
|
+1,184
|
+16%
|
|
|
2014
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$1.48M
|
+$5.77K
|
+36
|
+0.4%
|
|
|
2015
|
Montchanin Asset Management
Montchanin,
Delaware
|
$1.48M
|
–
|
–
|
–
|
|
|
2016
|
Elevated Capital Advisors
Sandy,
Utah
|
$1.48M
|
-$12.8K
|
-80
|
-0.9%
|
|
|
2017
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$1.48M
|
+$809K
|
+5,048
|
+144%
|
|
|
2018
|
|
$1.47M
|
–
|
–
|
–
|
|
|
2019
|
Eisler Capital (US)
New York
|
$1.47M
|
-$3.74M
|
-23,352
|
-73%
|
|
|
2020
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$1.47M
|
+$925K
|
+5,770
|
+211%
|
|
|
2021
|
Center for Financial Planning
Southfied,
Michigan
|
$1.47M
|
-$48.3K
|
-301
|
-3%
|
|
|
2022
|
Clal Insurance
Tel-Aviv,
Israel
|
$1.47M
|
–
|
–
|
–
|
|
|
2023
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$1.46M
|
+$9.94K
|
+62
|
+0.7%
|
|
|
2024
|
Watts Gwilliam & Co
Gilbert,
Arizona
|
$1.45M
|
+$1.29M
|
+8,019
|
New
|
|
|
2025
|
Financial & Tax Architects
St Louis,
Missouri
|
$1.45M
|
-$138K
|
-862
|
-9%
|
|
