|
2001
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$256K
|
+$283K
|
+1,007
|
New
|
|
|
2002
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$255K
|
–
|
–
|
–
|
|
|
2003
|
Enlightenment Research
Miami,
Florida
|
$254K
|
-$1.46M
|
-5,200
|
-84%
|
|
|
2004
|
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
|
$254K
|
-$281
|
-1
|
-0.1%
|
|
|
2005
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$254K
|
–
|
–
|
–
|
|
|
2006
|
Beaton Management Company
Haverhill,
Massachusetts
|
$254K
|
–
|
–
|
–
|
|
|
2007
|
Cantor Fitzgerald Investment Advisors
New York
|
$254K
|
–
|
–
|
–
|
|
|
2008
|
CCG Wealth Management
San Diego,
California
|
$254K
|
–
|
–
|
–
|
|
|
2009
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$254K
|
+$27.8K
|
+99
|
+11%
|
|
|
2010
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$254K
|
+$41.6K
|
+148
|
+15%
|
|
|
2011
|
Chelsea Counsel Company
Los Angeles,
California
|
$253K
|
–
|
–
|
–
|
|
|
2012
|
Archford Capital Strategies
Swansea,
Illinois
|
$252K
|
+$279K
|
+993
|
New
|
|
|
2013
|
Beck Mack & Oliver
New York
|
$251K
|
-$107K
|
-380
|
-28%
|
|
|
2014
|
Foundry Partners
Minneapolis,
Minnesota
|
$250K
|
–
|
–
|
–
|
|
|
2015
|
WealthPLAN Partners
Omaha,
Nebraska
|
$249K
|
-$14.3K
|
-51
|
-5%
|
|
|
2016
|
Yorktown Management & Research Company
Forest,
Virginia
|
$249K
|
–
|
–
|
–
|
|
|
2017
|
Breiter Capital Management
Bradenton,
Florida
|
$248K
|
–
|
–
|
–
|
|
|
2018
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$248K
|
+$274K
|
+975
|
New
|
|
|
2019
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$248K
|
+$274K
|
+976
|
New
|
|
|
2020
|
RBA Wealth Management
Newport Beach,
California
|
$247K
|
+$273K
|
+971
|
New
|
|
|
2021
|
Peninsula Wealth
San Francisco,
California
|
$244K
|
+$269K
|
+959
|
New
|
|
|
2022
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$244K
|
+$270K
|
+962
|
New
|
|
|
2023
|
Premier Asset Management
Chicago,
Illinois
|
$243K
|
-$40.7K
|
-145
|
-13%
|
|
|
2024
|
Janiczek Wealth Management
Denver,
Colorado
|
$243K
|
-$562
|
-2
|
-0.2%
|
|
|
2025
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$243K
|
+$5.62K
|
+20
|
+2%
|
|
