|
2001
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.24M
|
+$24.1K
|
+134
|
+2%
|
|
|
2002
|
|
$1.23M
|
-$3.6K
|
-20
|
-0.3%
|
|
|
2003
|
LVW Advisors
Pittsford,
New York
|
$1.23M
|
+$15.6K
|
+87
|
+1%
|
|
|
2004
|
Bridgeworth
Birmingham,
Alabama
|
$1.23M
|
-$24.3K
|
-135
|
-2%
|
|
|
2005
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$1.23M
|
-$1.62K
|
-9
|
-0.1%
|
|
|
2006
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$1.22M
|
-$1.26K
|
-7
|
-0.1%
|
|
|
2007
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$1.22M
|
+$15.3K
|
+85
|
+1%
|
|
|
2008
|
Pure Financial Advisors
San Diego,
California
|
$1.22M
|
+$38.3K
|
+213
|
+3%
|
|
|
2009
|
Hemington Wealth Management
Falls Church,
Virginia
|
$1.22M
|
+$27.2K
|
+151
|
+2%
|
|
|
2010
|
DeDora Capital
Napa,
California
|
$1.21M
|
+$35.4K
|
+197
|
+3%
|
|
|
2011
|
Soltis Investment Advisors
St. George,
Utah
|
$1.21M
|
-$46.4K
|
-258
|
-4%
|
|
|
2012
|
Hardy Reed
Tupelo,
Mississippi
|
$1.21M
|
-$2.7K
|
-15
|
-0.2%
|
|
|
2013
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$1.21M
|
+$278K
|
+1,544
|
+29%
|
|
|
2014
|
Winton Group
London,
United Kingdom
|
$1.21M
|
+$304K
|
+1,688
|
+33%
|
|
|
2015
|
Simplex Trading
Chicago,
Illinois
|
$1.2M
|
-$3.11M
|
-17,305
|
-72%
|
|
|
2016
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.2M
|
+$66.7K
|
+371
|
+6%
|
|
|
2017
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$1.2M
|
+$22.5K
|
+125
|
+2%
|
|
|
2018
|
Great Diamond Partners
Portland,
Maine
|
$1.2M
|
+$360
|
+2
|
+0%
|
|
|
2019
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.2M
|
+$7.73K
|
+43
|
+0.6%
|
|
|
2020
|
Intellectus Partners
San Francisco,
California
|
$1.2M
|
-$368K
|
-2,046
|
-23%
|
|
|
2021
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$1.2M
|
-$214K
|
-1,189
|
-15%
|
|
|
2022
|
Tarbox Family Office
Newport Beach,
California
|
$1.2M
|
+$551K
|
+3,065
|
+82%
|
|
|
2023
|
AdvisorShares Investments
Bethesda,
Maryland
|
$1.19M
|
+$236K
|
+1,312
|
+24%
|
|
|
2024
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$1.19M
|
+$83.4K
|
+464
|
+7%
|
|
|
2025
|
WP Advisors
San Francisco,
California
|
$1.18M
|
+$15.6K
|
+87
|
+1%
|
|
