|
2001
|
Rovin Capital
Mesa,
Arizona
|
$726K
|
+$6.46K
|
+82
|
+0.9%
|
|
|
2002
|
Creative Financial Designs
Kokomo,
Indiana
|
$725K
|
+$42.3K
|
+536
|
+6%
|
|
|
2003
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$723K
|
–
|
–
|
–
|
|
|
2004
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$723K
|
–
|
–
|
–
|
|
|
2005
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$723K
|
–
|
–
|
–
|
|
|
2006
|
Saxon Interests
Houston,
Texas
|
$722K
|
+$56.9K
|
+722
|
+9%
|
|
|
2007
|
Congress Park Capital
Saratoga Springs,
New York
|
$720K
|
+$79
|
+1
|
+0%
|
|
|
2008
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$720K
|
+$11.3K
|
+143
|
+2%
|
|
|
2009
|
McRae Capital Management
Morristown,
New Jersey
|
$720K
|
+$112K
|
+1,416
|
+19%
|
|
|
2010
|
Premier Asset Management
Chicago,
Illinois
|
$719K
|
-$921K
|
-11,686
|
-57%
|
|
|
2011
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$719K
|
-$113K
|
-1,436
|
-14%
|
|
|
2012
|
Addison Capital
Conshohocken,
Pennsylvania
|
$719K
|
-$11K
|
-140
|
-2%
|
|
|
2013
|
Colonial River Investments
Midlothian,
Virginia
|
$718K
|
+$297K
|
+3,773
|
+76%
|
|
|
2014
|
|
$717K
|
+$7.88K
|
+100
|
+1%
|
|
|
2015
|
GQG Partners
Ft. Lauderdale,
Florida
|
$717K
|
+$38.7K
|
+491
|
+6%
|
|
|
2016
|
First Fiduciary Investment Counsel
Cleveland,
Ohio
|
$715K
|
–
|
–
|
–
|
|
|
2017
|
Zevin Asset Management
Boston,
Massachusetts
|
$709K
|
+$152K
|
+1,930
|
+29%
|
|
|
2018
|
Endurance Wealth Management
Providence,
Rhode Island
|
$708K
|
-$617K
|
-7,830
|
-48%
|
|
|
2019
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$707K
|
+$18.1K
|
+229
|
+3%
|
|
|
2020
|
Pinion Investment Advisors
Wichita,
Kansas
|
$706K
|
+$13.2K
|
+167
|
+2%
|
|
|
2021
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$705K
|
+$20.8K
|
+264
|
+3%
|
|
|
2022
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$704K
|
-$58.6K
|
-743
|
-9%
|
|
|
2023
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$703K
|
-$19.5K
|
-247
|
-3%
|
|
|
2024
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$703K
|
+$946
|
+12
|
+0.1%
|
|
|
2025
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$702K
|
-$17K
|
-216
|
-2%
|
|
