|
2001
|
Seneca House Advisors
Richmond,
Virginia
|
$226K
|
-$1.78K
|
-35
|
-0.8%
|
|
|
2002
|
Sunpointe
St. Louis,
Missouri
|
$225K
|
+$212K
|
+4,158
|
New
|
|
|
2003
|
First Merchants Corp
Muncie,
Indiana
|
$225K
|
+$866
|
+17
|
+0.4%
|
|
|
2004
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$225K
|
-$45.1K
|
-885
|
-18%
|
|
|
2005
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$224K
|
+$210K
|
+4,129
|
New
|
|
|
2006
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$224K
|
–
|
–
|
–
|
|
|
2007
|
Quantum Private Wealth
Tampa,
Florida
|
$224K
|
–
|
–
|
–
|
|
|
2008
|
Merriman Wealth Management
Seattle,
Washington
|
$224K
|
+$210K
|
+4,123
|
New
|
|
|
2009
|
Bristlecone Advisors
Bellevue,
Washington
|
$223K
|
-$13.8K
|
-270
|
-6%
|
|
|
2010
|
Greylin Investment Management
Orange,
Virginia
|
$223K
|
-$38.2K
|
-750
|
-15%
|
|
|
2011
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$222K
|
+$209K
|
+4,096
|
New
|
|
|
2012
|
S.A. Mason
Holland,
Michigan
|
$221K
|
+$7.74K
|
+152
|
+4%
|
|
|
2013
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$221K
|
+$3.01K
|
+59
|
+1%
|
|
|
2014
|
World Investment Advisors
Santa Barbara,
California
|
$220K
|
-$82K
|
-1,610
|
-32%
|
|
|
2015
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$219K
|
+$124K
|
+2,431
|
+95%
|
|
|
2016
|
Proficio Capital Partners
Newton,
Massachusetts
|
$219K
|
+$205K
|
+4,031
|
New
|
|
|
2017
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$218K
|
+$205K
|
+4,016
|
New
|
|
|
2018
|
Addison Advisors
Middlebury,
Vermont
|
$218K
|
+$8.46K
|
+166
|
+4%
|
|
|
2019
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$217K
|
-$10.2K
|
-200
|
-5%
|
|
|
2020
|
First Business Financial Services
Madison,
Wisconsin
|
$217K
|
–
|
–
|
–
|
|
|
2021
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$217K
|
-$2.65K
|
-52
|
-1%
|
|
|
2022
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$216K
|
+$203K
|
+3,990
|
New
|
|
|
2023
|
West Coast Financial
Santa Barbara,
California
|
$216K
|
-$8.1K
|
-159
|
-4%
|
|
|
2024
|
Financial Advisors
Andover,
Massachusetts
|
$216K
|
–
|
–
|
–
|
|
|
2025
|
Systematic Portfolios
New York
|
$216K
|
+$202K
|
+3,974
|
New
|
|
