|
2001
|
Lee Financial
Dallas,
Texas
|
$71K
|
+$72.1K
|
+500
|
+1,316%
|
|
|
2002
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$71K
|
+$77K
|
+534
|
New
|
|
|
2003
|
Hoover Financial Advisors
Malvern,
Pennsylvania
|
$70K
|
+$144
|
+1
|
+0.2%
|
|
|
2004
|
Annapolis Financial Services
Annapolis,
Maryland
|
$70K
|
+$14.4K
|
+100
|
+24%
|
|
|
2005
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$68K
|
–
|
–
|
–
|
|
|
2006
|
Members Capital Advisors Inc
Madison,
Wisconsin
|
$66K
|
-$2.88M
|
-20,000
|
-98%
|
|
|
2007
|
First National Bank of South Miami
South Miami,
Florida
|
$66K
|
–
|
–
|
–
|
|
|
2008
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$65K
|
–
|
–
|
–
|
|
|
2009
|
Winch Advisory Services
Appleton,
Wisconsin
|
$63K
|
+$49.8K
|
+345
|
+261%
|
|
|
2010
|
Jones Financial Companies
Des Peres,
Missouri
|
$60K
|
+$6.35K
|
+44
|
+11%
|
|
|
2011
|
Standard Family Office
Sioux Falls,
South Dakota
|
$60K
|
+$59K
|
+409
|
+870%
|
|
|
2012
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$59K
|
-$22.4K
|
-155
|
-26%
|
|
|
2013
|
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
|
$57K
|
–
|
–
|
–
|
|
|
2014
|
Focused Wealth Management
Newburgh,
New York
|
$57K
|
+$433
|
+3
|
+0.7%
|
|
|
2015
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$57K
|
+$10.2K
|
+71
|
+20%
|
|
|
2016
|
Cutler Group
San Francisco,
California
|
$57K
|
+$62K
|
+430
|
New
|
|
|
2017
|
Financial Perspectives
Minneapolis,
Minnesota
|
$56.9K
|
–
|
–
|
–
|
|
|
2018
|
Hudock Inc
Williamsport,
Pennsylvania
|
$56K
|
+$2.16K
|
+15
|
+4%
|
|
|
2019
|
Black Swift Group
Boulder,
Colorado
|
$54K
|
-$14.4K
|
-100
|
-20%
|
|
|
2020
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$54K
|
–
|
–
|
–
|
|
|
2021
|
|
$49K
|
+$3.03K
|
+21
|
+6%
|
|
|
2022
|
Tacita Capital
Toronto,
Ontario, Canada
|
$49K
|
+$53.4K
|
+370
|
New
|
|
|
2023
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$47K
|
-$848K
|
-5,877
|
-94%
|
|
|
2024
|
D'Orazio & Associates
Falls Church,
Virginia
|
$47K
|
+$21.9K
|
+152
|
+76%
|
|
|
2025
|
Freedman Financial Associates
Peabody,
Massachusetts
|
$45K
|
–
|
–
|
–
|
|
