|
2001
|
Calton & Associates
Tampa,
Florida
|
$619K
|
+$54.9K
|
+131
|
+11%
|
|
|
2002
|
Wealth Effects
Boston,
Massachusetts
|
$619K
|
+$4.19K
|
+10
|
+0.8%
|
|
|
2003
|
Delphia (USA)
Toronto,
Ontario, Canada
|
$619K
|
-$44K
|
-105
|
-7%
|
|
|
2004
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$618K
|
+$164K
|
+390
|
+42%
|
|
|
2005
|
LifePro Asset Management
San Diego,
California
|
$618K
|
-$304K
|
-724
|
-35%
|
|
|
2006
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$616K
|
+$51.6K
|
+123
|
+10%
|
|
|
2007
|
Hamilton Capital
Columbus,
Ohio
|
$614K
|
-$24.3K
|
-58
|
-4%
|
|
|
2008
|
Zhang Financial
Portage,
Michigan
|
$613K
|
-$7.55K
|
-18
|
-1%
|
|
|
2009
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$613K
|
–
|
–
|
–
|
|
|
2010
|
Klingman & Associates
New York
|
$612K
|
+$90.6K
|
+216
|
+20%
|
|
|
2011
|
Exchange Bank
Santa Rosa,
California
|
$612K
|
+$547K
|
+1,304
|
New
|
|
|
2012
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$611K
|
-$20.1K
|
-48
|
-4%
|
|
|
2013
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$611K
|
+$259K
|
+617
|
+90%
|
|
|
2014
|
CKW Financial Group
Honolulu,
Hawaii
|
$611K
|
+$294K
|
+700
|
+116%
|
|
|
2015
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$611K
|
–
|
–
|
–
|
|
|
2016
|
Provident Wealth Management
Brentwood,
Tennessee
|
$610K
|
+$1.68K
|
+4
|
+0.3%
|
|
|
2017
|
Lee Financial
Dallas,
Texas
|
$608K
|
+$128K
|
+306
|
+31%
|
|
|
2018
|
Hanseatic Management Services
Albuquerque,
New Mexico
|
$608K
|
+$498K
|
+1,187
|
+1,079%
|
|
|
2019
|
Wealth Quarterback
Toms River,
New Jersey
|
$607K
|
-$26.8K
|
-64
|
-5%
|
|
|
2020
|
Wimmer Associates 1
Pasadena,
California
|
$603K
|
–
|
–
|
–
|
|
|
2021
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$602K
|
-$6.29K
|
-15
|
-1%
|
|
|
2022
|
S.A. Mason
Holland,
Michigan
|
$601K
|
–
|
–
|
–
|
|
|
2023
|
MBL Wealth
Charlotte,
North Carolina
|
$601K
|
+$169K
|
+402
|
+46%
|
|
|
2024
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$601K
|
+$7.13K
|
+17
|
+1%
|
|
|
2025
|
Five Oceans Advisors
Santa Monica,
California
|
$600K
|
+$46.5K
|
+111
|
+9%
|
|
