|
2001
|
Essex Investment Management
Boston,
Massachusetts
|
$209K
|
+$12.3K
|
+76
|
+6%
|
|
|
2002
|
Financial Engines Advisors
Santa Clara,
California
|
$209K
|
+$19.3K
|
+119
|
+9%
|
|
|
2003
|
Northside Capital Management
Hood River,
Oregon
|
$208K
|
–
|
–
|
–
|
|
|
2004
|
Southland Equity Partners
Wildwood,
Missouri
|
$207K
|
+$486
|
+3
|
+0.2%
|
|
|
2005
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$207K
|
-$485K
|
-2,991
|
-68%
|
|
|
2006
|
AJ Wealth Strategies
New York
|
$207K
|
–
|
–
|
–
|
|
|
2007
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$207K
|
–
|
–
|
–
|
|
|
2008
|
SlateStone Wealth
Jupiter,
Florida
|
$206K
|
-$77.6K
|
-479
|
-25%
|
|
|
2009
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$206K
|
–
|
–
|
–
|
|
|
2010
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$205K
|
–
|
–
|
–
|
|
|
2011
|
Cypress Wealth Services
Palm Desert,
California
|
$204K
|
-$336K
|
-2,072
|
-60%
|
|
|
2012
|
Nadler Financial Group
Deerfield,
Illinois
|
$204K
|
-$158K
|
-977
|
-41%
|
|
|
2013
|
|
$204K
|
-$4.21K
|
-26
|
-2%
|
|
|
2014
|
State of Wyoming
Cheyenne,
Wyoming
|
$204K
|
+$104K
|
+643
|
+86%
|
|
|
2015
|
Mattern Wealth Management
Lawrence,
Kansas
|
$203K
|
-$6.64K
|
-41
|
-3%
|
|
|
2016
|
Affinity Capital Advisors
Berkeley,
California
|
$202K
|
–
|
–
|
–
|
|
|
2017
|
McRae Capital Management
Morristown,
New Jersey
|
$202K
|
–
|
–
|
–
|
|
|
2018
|
Wedge Capital Management
Charlotte,
North Carolina
|
$202K
|
–
|
–
|
–
|
|
|
2019
|
Moseley Investment Management
Bradenton,
Florida
|
$202K
|
+$19.4K
|
+120
|
+10%
|
|
|
2020
|
D'Orazio & Associates
Falls Church,
Virginia
|
$202K
|
+$83.4K
|
+515
|
+60%
|
|
|
2021
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$202K
|
+$222K
|
+1,369
|
New
|
|
|
2022
|
Insight Advisors
Newtown,
Pennsylvania
|
$201K
|
-$2.27K
|
-14
|
-1%
|
|
|
2023
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$199K
|
+$17.8K
|
+110
|
+9%
|
|
|
2024
|
Addison Advisors
Middlebury,
Vermont
|
$197K
|
+$1.13K
|
+7
|
+0.5%
|
|
|
2025
|
Sutton Wealth Advisors
Tampa,
Florida
|
$194K
|
-$1.94K
|
-12
|
-0.9%
|
|
