|
2001
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$346K
|
+$322K
|
+529
|
New
|
|
|
2002
|
Cascades Capital Asset Management
Greensboro,
North Carolina
|
$346K
|
+$33.5K
|
+55
|
+12%
|
|
|
2003
|
Lyell Wealth Management
Menlo Park,
California
|
$346K
|
+$1.83K
|
+3
|
+0.6%
|
|
|
2004
|
Bulltick Wealth Management
Miami,
Florida
|
$344K
|
-$97.5K
|
-160
|
-23%
|
|
|
2005
|
Cherry Creek Investment Advisors
Englewood,
Colorado
|
$343K
|
-$86.5K
|
-142
|
-21%
|
|
|
2006
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$343K
|
+$11K
|
+18
|
+4%
|
|
|
2007
|
GM Advisory Group
Melville,
New York
|
$343K
|
+$30.5K
|
+50
|
+11%
|
|
|
2008
|
Gemmer Asset Management
Walnut Creek,
California
|
$343K
|
+$26.2K
|
+43
|
+9%
|
|
|
2009
|
Wingate Wealth Advisors
Lexington,
Massachusetts
|
$342K
|
+$319K
|
+524
|
New
|
|
|
2010
|
West Michigan Advisors
Holland,
Michigan
|
$342K
|
-$2.56M
|
-4,202
|
-89%
|
|
|
2011
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$342K
|
+$11K
|
+18
|
+4%
|
|
|
2012
|
Clearwave Capital
Upland,
California
|
$342K
|
+$319K
|
+523
|
New
|
|
|
2013
|
CJM Wealth Advisers
Falls Church,
Virginia
|
$342K
|
-$3.04K
|
-5
|
-0.9%
|
|
|
2014
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$342K
|
-$12.2K
|
-20
|
-4%
|
|
|
2015
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$342K
|
+$213K
|
+349
|
+201%
|
|
|
2016
|
BCU Wealth Advisors
Vernon Hills,
Illinois
|
$340K
|
–
|
–
|
–
|
|
|
2017
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$340K
|
–
|
–
|
–
|
|
|
2018
|
Coyle Financial Counsel
Glenview,
Illinois
|
$340K
|
+$26.2K
|
+43
|
+9%
|
|
|
2019
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$339K
|
+$4.26K
|
+7
|
+1%
|
|
|
2020
|
Rialto Wealth Management
Syracuse,
New York
|
$339K
|
+$189K
|
+311
|
+150%
|
|
|
2021
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$339K
|
+$60.3K
|
+99
|
+23%
|
|
|
2022
|
SNS Financial Group
Minneapolis,
Minnesota
|
$339K
|
-$3.65K
|
-6
|
-1%
|
|
|
2023
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$339K
|
–
|
–
|
–
|
|
|
2024
|
Elevated Capital Advisors
Sandy,
Utah
|
$339K
|
-$117K
|
-192
|
-27%
|
|
|
2025
|
Saxon Interests
Houston,
Texas
|
$339K
|
+$12.2K
|
+20
|
+4%
|
|
