|
2001
|
Bellwether Advisors
Lincoln,
Nebraska
|
$241K
|
–
|
–
|
–
|
|
|
2002
|
Independent Investors Inc
Nesconset,
New York
|
$241K
|
–
|
–
|
–
|
|
|
2003
|
Strategic Advisory Partners
Greensboro,
North Carolina
|
$241K
|
+$246K
|
+225
|
New
|
|
|
2004
|
One Capital Management
Westlake Village,
California
|
$240K
|
-$38.3K
|
-35
|
-14%
|
|
|
2005
|
CAP Partners LLC
Franklin,
Tennessee
|
$239K
|
-$1.09K
|
-1
|
-0.4%
|
|
|
2006
|
Endeavor Private Wealth
Topeka,
Kansas
|
$239K
|
+$3.28K
|
+3
|
+1%
|
|
|
2007
|
Bluebird Wealth Management
Medfield,
Massachusetts
|
$239K
|
+$244K
|
+223
|
New
|
|
|
2008
|
London & Capital Asset Management
London,
United Kingdom
|
$238K
|
+$243K
|
+222
|
New
|
|
|
2009
|
Chapin Davis
Baltimore,
Maryland
|
$238K
|
-$1.09K
|
-1
|
-0.4%
|
|
|
2010
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$238K
|
-$1.19M
|
-1,092
|
-83%
|
|
|
2011
|
Solstein Capital
Menlo Park,
California
|
$238K
|
–
|
–
|
–
|
|
|
2012
|
Bearing Point Capital
Bloomington,
Minnesota
|
$238K
|
+$243K
|
+222
|
New
|
|
|
2013
|
SOA Wealth Advisors
New York
|
$237K
|
+$1.09K
|
+1
|
+0%
|
|
|
2014
|
Courier Capital
Buffalo,
New York
|
$237K
|
-$2.19K
|
-2
|
-0.9%
|
|
|
2015
|
Swan Capital
Pensacola,
Florida
|
$237K
|
–
|
–
|
–
|
|
|
2016
|
GWN Securities
Palm Beach Gardens,
Florida
|
$236K
|
+$10.9K
|
+10
|
+5%
|
|
|
2017
|
Freedom Day Solutions
Houston,
Texas
|
$236K
|
–
|
–
|
–
|
|
|
2018
|
Riversedge Advisors
Wilmington,
Delaware
|
$236K
|
+$26.2K
|
+24
|
+12%
|
|
|
2019
|
Capital International Sarl
Los Angeles,
California
|
$235K
|
-$1.25M
|
-1,142
|
-84%
|
|
|
2020
|
Cozad Asset Management
Champaign,
Illinois
|
$235K
|
–
|
–
|
–
|
|
|
2021
|
WealthBridge Capital Management
Westerville,
Ohio
|
$235K
|
–
|
–
|
–
|
|
|
2022
|
OneAscent Family Office
Birmingham,
Alabama
|
$235K
|
-$138K
|
-126
|
-37%
|
|
|
2023
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$234K
|
-$19.7K
|
-18
|
-8%
|
|
|
2024
|
Alvarez & Marsal Private Wealth Partners
West Palm Beach,
Florida
|
$234K
|
+$239K
|
+219
|
New
|
|
|
2025
|
Seven Mile Advisory
Ewing,
New Jersey
|
$234K
|
-$86.4K
|
-79
|
-27%
|
|
