|
2001
|
Foundry Financial Group
Laconia,
New Hampshire
|
$344K
|
-$25.8K
|
-250
|
-7%
|
|
|
2002
|
Collective Family Office
York,
Pennsylvania
|
$344K
|
–
|
–
|
–
|
|
|
2003
|
Vident Advisory
Alpharetta,
Georgia
|
$343K
|
-$310
|
-3
|
-0.1%
|
|
|
2004
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$343K
|
-$48.6K
|
-470
|
-13%
|
|
|
2005
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$342K
|
+$323K
|
+3,127
|
New
|
|
|
2006
|
Wingate Wealth Advisors
Lexington,
Massachusetts
|
$339K
|
-$96.5K
|
-934
|
-23%
|
|
|
2007
|
Horizon Investment Services
Hammond,
Indiana
|
$338K
|
–
|
–
|
–
|
|
|
2008
|
Clarity Wealth Advisors
San Jose,
California
|
$338K
|
+$3.1K
|
+30
|
+1%
|
|
|
2009
|
DRW Securities
Chicago,
Illinois
|
$336K
|
+$318K
|
+3,076
|
New
|
|
|
2010
|
Aspire Growth Partners
Miromar Lakes,
Florida
|
$335K
|
+$1.14K
|
+11
|
+0.4%
|
|
|
2011
|
Midwest Capital Advisors
Grand Rapids,
Michigan
|
$334K
|
-$493K
|
-4,767
|
-61%
|
|
|
2012
|
Mairs & Power Inc
St Paul,
Minnesota
|
$334K
|
+$114K
|
+1,107
|
+57%
|
|
|
2013
|
Sollinda Capital Management
Miami,
Florida
|
$333K
|
+$315K
|
+3,047
|
New
|
|
|
2014
|
Ausdal Financial Partners
Davenport,
Iowa
|
$331K
|
-$56.3K
|
-545
|
-15%
|
|
|
2015
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$329K
|
+$1.45K
|
+14
|
+0.5%
|
|
|
2016
|
Palumbo Wealth Management
Great Neck,
New York
|
$329K
|
+$13.1K
|
+127
|
+4%
|
|
|
2017
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$329K
|
+$310
|
+3
|
+0.1%
|
|
|
2018
|
Everett Harris & Co
Los Angeles,
California
|
$328K
|
-$30.4K
|
-294
|
-9%
|
|
|
2019
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$326K
|
+$1.14K
|
+11
|
+0.4%
|
|
|
2020
|
Diversify Wealth Management
Sandy,
Utah
|
$326K
|
-$25.3K
|
-245
|
-8%
|
|
|
2021
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$326K
|
–
|
–
|
–
|
|
|
2022
|
BFSG LLC
Irvine,
California
|
$326K
|
+$8.27K
|
+80
|
+3%
|
|
|
2023
|
Sterling Investment Management
Tucson,
Arizona
|
$325K
|
-$11.9K
|
-115
|
-4%
|
|
|
2024
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$325K
|
-$8.99K
|
-87
|
-3%
|
|
|
2025
|
DDD Partners
Bellevue,
Washington
|
$323K
|
–
|
–
|
–
|
|
