|
2001
|
Accel Wealth Management
Waverly,
Iowa
|
$161K
|
+$419
|
+2
|
+0.3%
|
|
|
2002
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$161K
|
+$12K
|
+57
|
+9%
|
|
|
2003
|
First National Bank of South Miami
South Miami,
Florida
|
$160K
|
+$59.6K
|
+284
|
+65%
|
|
|
2004
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$159K
|
–
|
–
|
–
|
|
|
2005
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$158K
|
+$210
|
+1
|
+0.1%
|
|
|
2006
|
Gemmer Asset Management
Walnut Creek,
California
|
$154K
|
–
|
–
|
–
|
|
|
2007
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$153K
|
+$1.05K
|
+5
|
+0.7%
|
|
|
2008
|
|
$149K
|
-$7.22M
|
-34,408
|
-98%
|
|
|
2009
|
Endurance Wealth Management
Providence,
Rhode Island
|
$147K
|
–
|
–
|
–
|
|
|
2010
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$147K
|
+$18.2K
|
+87
|
+15%
|
|
|
2011
|
Pacific Center for Financial Services
San Ramon,
California
|
$145K
|
-$419
|
-2
|
-0.3%
|
|
|
2012
|
Arax Advisory Partners
Denver,
Colorado
|
$141K
|
-$6.71K
|
-32
|
-5%
|
|
|
2013
|
Key Financial Inc
West Chester,
Pennsylvania
|
$139K
|
+$62.9K
|
+300
|
+92%
|
|
|
2014
|
Pacifica Partners
Surrey,
Canada
|
$138K
|
+$10.5K
|
+50
|
+8%
|
|
|
2015
|
West Branch Capital
Amherst,
Massachusetts
|
$133K
|
–
|
–
|
–
|
|
|
2016
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$133K
|
+$126K
|
+599
|
New
|
|
|
2017
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$130K
|
+$73.8K
|
+352
|
+152%
|
|
|
2018
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$128K
|
+$419
|
+2
|
+0.4%
|
|
|
2019
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$127K
|
–
|
–
|
–
|
|
|
2020
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$127K
|
+$13.2K
|
+63
|
+12%
|
|
|
2021
|
Steph & Co
Marinette,
Wisconsin
|
$125K
|
-$7.76K
|
-37
|
-6%
|
|
|
2022
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$123K
|
–
|
–
|
–
|
|
|
2023
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
|
$123K
|
+$44.9K
|
+214
|
+64%
|
|
|
2024
|
VanEck Associates
New York
|
$118K
|
-$86.8K
|
-414
|
-44%
|
|
|
2025
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$114K
|
+$6.29K
|
+30
|
+6%
|
|
