|
2001
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$825K
|
+$71.4K
|
+800
|
+9%
|
|
|
2002
|
Prelude Capital Management
New York
|
$820K
|
+$850K
|
+9,522
|
New
|
|
|
2003
|
Aspire Private Capital
Cornelius,
North Carolina
|
$819K
|
-$12.8K
|
-143
|
-1%
|
|
|
2004
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$816K
|
-$68.2K
|
-764
|
-7%
|
|
|
2005
|
AlphaCore Capital
La Jolla,
California
|
$813K
|
+$246K
|
+2,754
|
+41%
|
|
|
2006
|
McRae Capital Management
Morristown,
New Jersey
|
$812K
|
+$25.1K
|
+281
|
+3%
|
|
|
2007
|
ASB Consultores
Aventura,
Florida
|
$811K
|
+$145K
|
+1,624
|
+21%
|
|
|
2008
|
ProVise Management Group
Clearwater,
Florida
|
$810K
|
+$21.8K
|
+244
|
+3%
|
|
|
2009
|
Institute for Wealth Management
Denver,
Colorado
|
$807K
|
-$89.3K
|
-1,000
|
-10%
|
|
|
2010
|
Choreo LLC
Rockford,
Illinois
|
$803K
|
+$84.9K
|
+951
|
+11%
|
|
|
2011
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$802K
|
+$3.66K
|
+41
|
+0.4%
|
|
|
2012
|
Astoria Portfolio Advisors
New York
|
$797K
|
+$179K
|
+2,000
|
+28%
|
|
|
2013
|
Domani Wealth
Lancaster,
Pennsylvania
|
$796K
|
–
|
–
|
–
|
|
|
2014
|
Tudor Investment Corp
Stamford,
Connecticut
|
$796K
|
+$825K
|
+9,243
|
New
|
|
|
2015
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$795K
|
–
|
–
|
–
|
|
|
2016
|
Univest Financial
Souderton,
Pennsylvania
|
$793K
|
-$21.1K
|
-236
|
-2%
|
|
|
2017
|
Fort Point Capital Partners
San Francisco,
California
|
$791K
|
–
|
–
|
–
|
|
|
2018
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$789K
|
+$180K
|
+2,015
|
+28%
|
|
|
2019
|
Mendel Money Management
Northbrook,
Illinois
|
$787K
|
+$89.3K
|
+1,000
|
+12%
|
|
|
2020
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$786K
|
+$20.7K
|
+232
|
+3%
|
|
|
2021
|
GraniteShares Advisors
New York
|
$785K
|
-$88.8K
|
-995
|
-10%
|
|
|
2022
|
TCI Wealth Advisors
Tucson,
Arizona
|
$785K
|
+$11.8K
|
+132
|
+1%
|
|
|
2023
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$785K
|
+$26.8K
|
+300
|
+3%
|
|
|
2024
|
Peak Planning Group
Centennial,
Colorado
|
$780K
|
+$113K
|
+1,262
|
+16%
|
|
|
2025
|
Quantamental Technologies
White Plains,
New York
|
$779K
|
+$807K
|
+9,045
|
New
|
|
