|
2001
|
Wingate Wealth Advisors
Lexington,
Massachusetts
|
$1.15M
|
+$58.4K
|
+414
|
+5%
|
|
|
2002
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$1.15M
|
-$101K
|
-714
|
-8%
|
|
|
2003
|
Family Legacy Inc
Greenville,
South Carolina
|
$1.15M
|
+$11.4K
|
+81
|
+1%
|
|
|
2004
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$1.15M
|
-$39K
|
-277
|
-3%
|
|
|
2005
|
Covenant Asset Management
Chester,
New Jersey
|
$1.15M
|
-$1.55K
|
-11
|
-0.1%
|
|
|
2006
|
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
|
$1.15M
|
+$213K
|
+1,512
|
+21%
|
|
|
2007
|
Waterloo Capital
Austin,
Texas
|
$1.15M
|
-$56.1K
|
-398
|
-5%
|
|
|
2008
|
Arrow Financial
Glens Falls,
New York
|
$1.15M
|
-$39.3K
|
-279
|
-3%
|
|
|
2009
|
Berkeley Capital Partners
Milton,
Georgia
|
$1.14M
|
-$1.46M
|
-10,350
|
-56%
|
|
|
2010
|
Fjell Capital
Fargo,
North Dakota
|
$1.14M
|
+$13.1K
|
+93
|
+1%
|
|
|
2011
|
Firestone Capital Management
Coral Gables,
Florida
|
$1.14M
|
-$153K
|
-1,088
|
-12%
|
|
|
2012
|
Key Financial Inc
West Chester,
Pennsylvania
|
$1.14M
|
–
|
–
|
–
|
|
|
2013
|
Moment Partners
San Francisco,
California
|
$1.14M
|
+$6.63K
|
+47
|
+0.6%
|
|
|
2014
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$1.14M
|
+$45.1K
|
+320
|
+4%
|
|
|
2015
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$1.14M
|
+$57.2K
|
+406
|
+5%
|
|
|
2016
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$1.14M
|
-$141
|
-1
|
-0%
|
|
|
2017
|
Sterling Capital Management
Charlotte,
North Carolina
|
$1.13M
|
-$52.3M
|
-371,080
|
-98%
|
|
|
2018
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$1.13M
|
-$134K
|
-953
|
-11%
|
|
|
2019
|
Safe Harbor Fiduciary
Pensacola,
Florida
|
$1.13M
|
+$128K
|
+906
|
+13%
|
|
|
2020
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$1.13M
|
+$15.8K
|
+112
|
+1%
|
|
|
2021
|
Element Wealth
Ridgeland,
Mississippi
|
$1.13M
|
+$35.9K
|
+255
|
+3%
|
|
|
2022
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
$1.13M
|
+$795K
|
+5,639
|
+253%
|
|
|
2023
|
Vectors Research Management
New York
|
$1.13M
|
-$1.59M
|
-11,246
|
-59%
|
|
|
2024
|
Tableaux
Stockbridge,
Massachusetts
|
$1.12M
|
+$343K
|
+2,435
|
+45%
|
|
|
2025
|
Salvus Wealth Management
Red Bank,
New Jersey
|
$1.12M
|
+$240K
|
+1,700
|
+28%
|
|
