|
2001
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$837K
|
-$19.3K
|
-105
|
-2%
|
|
|
2002
|
General Partner Inc
Pittsburgh,
Pennsylvania
|
$836K
|
–
|
–
|
–
|
|
|
2003
|
Armis Advisers
Atlanta,
Georgia
|
$834K
|
+$251K
|
+1,368
|
+49%
|
|
|
2004
|
LM Advisors
San Diego,
California
|
$834K
|
+$653K
|
+3,560
|
+423%
|
|
|
2005
|
London & Capital Asset Management
London,
United Kingdom
|
$833K
|
+$102K
|
+557
|
+15%
|
|
|
2006
|
WNY Asset Management
Williamsville,
New York
|
$832K
|
+$51K
|
+278
|
+7%
|
|
|
2007
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
$829K
|
–
|
–
|
–
|
|
|
2008
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$829K
|
-$14.3K
|
-78
|
-2%
|
|
|
2009
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$827K
|
-$72.4K
|
-395
|
-8%
|
|
|
2010
|
Hilton Head Capital Partners
Hilton Head Island,
South Carolina
|
$826K
|
-$92.4K
|
-504
|
-10%
|
|
|
2011
|
New Wave Wealth Advisors
Springdale,
Arkansas
|
$824K
|
-$315K
|
-1,719
|
-28%
|
|
|
2012
|
Kestra Investment Management
Austin,
Texas
|
$823K
|
-$46K
|
-251
|
-5%
|
|
|
2013
|
Strategic Advisors
New York
|
$823K
|
+$48.4K
|
+264
|
+6%
|
|
|
2014
|
Cache Advisors
San Francisco,
California
|
$822K
|
–
|
–
|
–
|
|
|
2015
|
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
|
$821K
|
-$7.7K
|
-42
|
-1%
|
|
|
2016
|
Wealth Management Partners
Tucson,
Arizona
|
$820K
|
+$68.8K
|
+375
|
+9%
|
|
|
2017
|
TOP Private Wealth
Glastonbury,
Connecticut
|
$816K
|
+$789K
|
+4,302
|
New
|
|
|
2018
|
Summit Global Investments
Bountiful,
Utah
|
$816K
|
-$332K
|
-1,808
|
-30%
|
|
|
2019
|
Everest Financial Group
Minneapolis,
Minnesota
|
$815K
|
+$788K
|
+4,296
|
New
|
|
|
2020
|
Members Trust
Tampa,
Florida
|
$815K
|
+$41.4K
|
+226
|
+6%
|
|
|
2021
|
Addison Capital
Conshohocken,
Pennsylvania
|
$815K
|
–
|
–
|
–
|
|
|
2022
|
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
|
$812K
|
–
|
–
|
–
|
|
|
2023
|
Diversified Enterprises
Wilmington,
Delaware
|
$812K
|
+$9.9K
|
+54
|
+1%
|
|
|
2024
|
Allen Capital Group
Grand Island,
Nebraska
|
$810K
|
-$37.8K
|
-206
|
-5%
|
|
|
2025
|
AA Financial Advisors
Columbus,
Ohio
|
$809K
|
-$39.4K
|
-215
|
-5%
|
|
