|
2001
|
Salomon & Ludwin
Richmond,
Virginia
|
$10.2K
|
-$3.07K
|
-6
|
-23%
|
|
|
2002
|
Copia Wealth Management
Bend,
Oregon
|
$9.65K
|
–
|
–
|
–
|
|
|
2003
|
Flaharty Asset Management
Clearwater,
Florida
|
$9.65K
|
+$9.71K
|
+19
|
New
|
|
|
2004
|
PFG Private Wealth Management
Lutz,
Florida
|
$9.65K
|
+$9.71K
|
+19
|
New
|
|
|
2005
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$9.15K
|
-$1.53K
|
-3
|
-14%
|
|
|
2006
|
Gables Capital Management
Miami,
Florida
|
$9.15K
|
–
|
–
|
–
|
|
|
2007
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$9.15K
|
+$4.09K
|
+8
|
+80%
|
|
|
2008
|
AmeriFlex Group
Las Vegas,
Nevada
|
$9.15K
|
+$9.2K
|
+18
|
New
|
|
|
2009
|
Parvin Asset Management
Sioux Falls,
South Dakota
|
$9.15K
|
+$9.2K
|
+18
|
New
|
|
|
2010
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$8.64K
|
-$511
|
-1
|
-6%
|
|
|
2011
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$8.64K
|
+$5.62K
|
+11
|
+183%
|
|
|
2012
|
Copeland Capital Management
Conshohocken,
Pennsylvania
|
$8.64K
|
+$8.69K
|
+17
|
New
|
|
|
2013
|
Clark Wealth Partners
O'fallon,
Illinois
|
$8.13K
|
–
|
–
|
–
|
|
|
2014
|
SJS Investment Consulting
Sylvania,
Ohio
|
$7.62K
|
+$2.04K
|
+4
|
+36%
|
|
|
2015
|
First United Bank & Trust
Oakland,
Maryland
|
$7.62K
|
+$7.66K
|
+15
|
New
|
|
|
2016
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$7.62K
|
+$7.66K
|
+15
|
New
|
|
|
2017
|
Binnacle Investments
Urbandale,
Iowa
|
$7.62K
|
+$7.66K
|
+15
|
New
|
|
|
2018
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$7.11K
|
-$7.15K
|
-14
|
-50%
|
|
|
2019
|
Sittner & Nelson
Eugene,
Oregon
|
$7.11K
|
–
|
–
|
–
|
|
|
2020
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$7K
|
–
|
–
|
–
|
|
|
2021
|
Fairman Group
Chesterbrook,
Pennsylvania
|
$6.97K
|
–
|
–
|
–
|
|
|
2022
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$6.61K
|
–
|
–
|
–
|
|
|
2023
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$6.61K
|
+$1.02K
|
+2
|
+18%
|
|
|
2024
|
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
|
$6.61K
|
+$6.64K
|
+13
|
New
|
|
|
2025
|
|
$6.61K
|
-$11.3M
|
-22,043
|
-100%
|
|
