|
2001
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$219K
|
-$4.91K
|
-52
|
-2%
|
|
|
2002
|
Carson Advisory
Athens,
Georgia
|
$219K
|
+$189
|
+2
|
+0.1%
|
|
|
2003
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$219K
|
+$84.3K
|
+893
|
+59%
|
|
|
2004
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$218K
|
-$25K
|
-265
|
-10%
|
|
|
2005
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$218K
|
-$14.9K
|
-158
|
-6%
|
|
|
2006
|
Secure Asset Management
Troy,
Michigan
|
$216K
|
+$6.51K
|
+69
|
+3%
|
|
|
2007
|
First Business Financial Services
Madison,
Wisconsin
|
$215K
|
-$966K
|
-10,232
|
-81%
|
|
|
2008
|
Schnieders Capital Management
Pasadena,
California
|
$215K
|
-$144K
|
-1,521
|
-39%
|
|
|
2009
|
Asio Capital
Lexington,
Kentucky
|
$215K
|
–
|
–
|
–
|
|
|
2010
|
Ategra Capital Management
Vienna,
Virginia
|
$215K
|
+$1.42K
|
+15
|
+0.6%
|
|
|
2011
|
Ithaka Group
Arlington,
Virginia
|
$214K
|
-$18.9K
|
-200
|
-8%
|
|
|
2012
|
Condor Capital Management
Martinsville,
New Jersey
|
$214K
|
+$755
|
+8
|
+0.3%
|
|
|
2013
|
West Wealth Group
Irvine,
California
|
$212K
|
-$1.04K
|
-11
|
-0.5%
|
|
|
2014
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$212K
|
–
|
–
|
–
|
|
|
2015
|
Bickling Financial Services
Lexington,
Massachusetts
|
$212K
|
+$1.98K
|
+21
|
+0.9%
|
|
|
2016
|
Yarger Wealth Strategies
Westerville,
Ohio
|
$212K
|
+$2.08K
|
+22
|
+1%
|
|
|
2017
|
Presidio Capital Management
San Diego,
California
|
$212K
|
+$41.8K
|
+443
|
+23%
|
|
|
2018
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$211K
|
–
|
–
|
–
|
|
|
2019
|
Prentice Wealth Management
Rochester,
New York
|
$211K
|
+$15.1K
|
+160
|
+7%
|
|
|
2020
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$209K
|
+$53.6K
|
+568
|
+33%
|
|
|
2021
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$208K
|
-$52.3K
|
-554
|
-19%
|
|
|
2022
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$208K
|
+$38.5K
|
+408
|
+22%
|
|
|
2023
|
Blue Fin Capital
Warren,
Rhode Island
|
$207K
|
-$38K
|
-403
|
-15%
|
|
|
2024
|
Modus Advisors
Excelsior,
Minnesota
|
$207K
|
+$8.02K
|
+85
|
+4%
|
|
|
2025
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$206K
|
-$23.5K
|
-249
|
-10%
|
|
