|
2001
|
Strategic Wealth Partners
Independence,
Ohio
|
$1.41M
|
+$241K
|
+878
|
+20%
|
|
|
2002
|
|
$1.41M
|
+$670K
|
+2,445
|
+90%
|
|
|
2003
|
Beaumont Asset Management
Beaumont,
Texas
|
$1.4M
|
+$19.2K
|
+70
|
+1%
|
|
|
2004
|
New England Research & Management
Chicago,
Illinois
|
$1.4M
|
+$329K
|
+1,200
|
+31%
|
|
|
2005
|
BOK Financial Private Wealth
Denver,
Colorado
|
$1.39M
|
+$232K
|
+848
|
+20%
|
|
|
2006
|
Wedge Capital Management
Charlotte,
North Carolina
|
$1.38M
|
–
|
–
|
–
|
|
|
2007
|
LVW Advisors
Pittsford,
New York
|
$1.38M
|
+$204K
|
+743
|
+17%
|
|
|
2008
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1.38M
|
+$123K
|
+450
|
+10%
|
|
|
2009
|
Ferris Capital
Marlborough,
Massachusetts
|
$1.38M
|
+$14.8K
|
+54
|
+1%
|
|
|
2010
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$1.38M
|
–
|
–
|
–
|
|
|
2011
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$1.37M
|
+$98.4K
|
+359
|
+8%
|
|
|
2012
|
Great Diamond Partners
Portland,
Maine
|
$1.37M
|
-$99K
|
-361
|
-7%
|
|
|
2013
|
Atlas Private Wealth Management
Albany,
New York
|
$1.37M
|
+$274
|
+1
|
+0%
|
|
|
2014
|
III Capital Management
Boca Raton,
Florida
|
$1.36M
|
–
|
–
|
–
|
|
|
2015
|
Manitou Investment Management
Toronto,
Ontario, Canada
|
$1.36M
|
+$115K
|
+420
|
+9%
|
|
|
2016
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$1.36M
|
+$246K
|
+898
|
+22%
|
|
|
2017
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$1.36M
|
+$408K
|
+1,490
|
+43%
|
|
|
2018
|
Moseley Investment Management
Bradenton,
Florida
|
$1.36M
|
+$143K
|
+523
|
+12%
|
|
|
2019
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$1.36M
|
+$110K
|
+400
|
+9%
|
|
|
2020
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$1.35M
|
-$26K
|
-95
|
-2%
|
|
|
2021
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$1.35M
|
-$1.08M
|
-3,943
|
-44%
|
|
|
2022
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$1.35M
|
-$20.6K
|
-75
|
-1%
|
|
|
2023
|
Csenge Advisory Group
Clearwater,
Florida
|
$1.34M
|
+$87.7K
|
+320
|
+7%
|
|
|
2024
|
Colonial River Investments
Midlothian,
Virginia
|
$1.34M
|
+$1.37M
|
+4,982
|
New
|
|
|
2025
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$1.34M
|
+$16.4K
|
+60
|
+1%
|
|
