|
2001
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$127K
|
+$76.7K
|
+1,200
|
+133%
|
|
|
2002
|
Operose Advisors
Milwaukee,
Wisconsin
|
$126K
|
+$134K
|
+2,090
|
New
|
|
|
2003
|
Janiczek Wealth Management
Denver,
Colorado
|
$125K
|
+$27.5K
|
+430
|
+26%
|
|
|
2004
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$123K
|
+$130K
|
+2,040
|
New
|
|
|
2005
|
TCTC Holdings
Dallas,
Texas
|
$120K
|
-$25.6K
|
-400
|
-17%
|
|
|
2006
|
CKW Financial Group
Honolulu,
Hawaii
|
$120K
|
–
|
–
|
–
|
|
|
2007
|
EARNEST Partners
Atlanta,
Georgia
|
$120K
|
–
|
–
|
–
|
|
|
2008
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$118K
|
-$3.19K
|
-50
|
-2%
|
|
|
2009
|
Dixon Hughes Goodman Wealth Advisors
Asheville,
North Carolina
|
$118K
|
+$125K
|
+1,960
|
New
|
|
|
2010
|
Washington Trust
Westerly,
Rhode Island
|
$114K
|
-$243K
|
-3,800
|
-67%
|
|
|
2011
|
Financial Avengers
Oakland,
California
|
$114K
|
–
|
–
|
–
|
|
|
2012
|
West Paces Advisors
Atlanta,
Georgia
|
$114K
|
–
|
–
|
–
|
|
|
2013
|
AllSquare Wealth Management
Albany,
New York
|
$111K
|
–
|
–
|
–
|
|
|
2014
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$110K
|
-$44.7K
|
-700
|
-28%
|
|
|
2015
|
Hayden Royal
Charlotte,
North Carolina
|
$109K
|
+$116K
|
+1,810
|
New
|
|
|
2016
|
Aspire Private Capital
Cornelius,
North Carolina
|
$108K
|
–
|
–
|
–
|
|
|
2017
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$108K
|
+$22.4K
|
+350
|
+24%
|
|
|
2018
|
Surevest
Los Angeles,
California
|
$106K
|
+$112K
|
+1,760
|
New
|
|
|
2019
|
Carroll Investors
Mt Pleasant,
South Carolina
|
$106K
|
+$114K
|
+1,780
|
New
|
|
|
2020
|
Versant Capital Management
Phoenix,
Arizona
|
$105K
|
+$8.95K
|
+140
|
+9%
|
|
|
2021
|
Hudock Inc
Williamsport,
Pennsylvania
|
$104K
|
–
|
–
|
–
|
|
|
2022
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$104K
|
+$24.3K
|
+380
|
+28%
|
|
|
2023
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$103K
|
+$40.3K
|
+630
|
+58%
|
|
|
2024
|
Endurance Wealth Management
Providence,
Rhode Island
|
$99K
|
–
|
–
|
–
|
|
|
2025
|
China Universal Asset Management Company
Shanghai,
China
|
$92K
|
+$97.8K
|
+1,530
|
New
|
|
