|
2001
|
Hickory Point Bank & Trust
Decatur,
Illinois
|
$121K
|
–
|
–
|
–
|
|
|
2002
|
Physician Wealth Advisors
Midvale,
Utah
|
$121K
|
+$20.2K
|
+64
|
+20%
|
|
|
2003
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$119K
|
+$1.58K
|
+5
|
+1%
|
|
|
2004
|
Wellington Shields & Co
New York
|
$118K
|
–
|
–
|
–
|
|
|
2005
|
First Bancorp
Damariscotta,
Maine
|
$115K
|
+$115K
|
+366
|
New
|
|
|
2006
|
Pinney & Scofield
Cambridge,
Massachusetts
|
$113K
|
–
|
–
|
–
|
|
|
2007
|
Hoey Investments
Coatesville,
Pennsylvania
|
$112K
|
–
|
–
|
–
|
|
|
2008
|
Addison Advisors
Middlebury,
Vermont
|
$112K
|
-$1.23M
|
-3,890
|
-92%
|
|
|
2009
|
Sawyer Falduto Asset Management
Elmhurst,
Illinois
|
$112K
|
–
|
–
|
–
|
|
|
2010
|
Meridiem Investment Management
London,
United Kingdom
|
$110K
|
–
|
–
|
–
|
|
|
2011
|
Castleark Management
Chicago,
Illinois
|
$107K
|
–
|
–
|
–
|
|
|
2012
|
Graney & King
Latham,
New York
|
$102K
|
–
|
–
|
–
|
|
|
2013
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$98.9K
|
-$31.5K
|
-100
|
-24%
|
|
|
2014
|
GoalVest Advisory
New York
|
$98K
|
-$252K
|
-800
|
-72%
|
|
|
2015
|
Murphy & Mullick Capital Management
Smithtown,
New York
|
$97K
|
-$315
|
-1
|
-0.3%
|
|
|
2016
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$95.8K
|
+$83.2K
|
+264
|
+2,933%
|
|
|
2017
|
Owl Creek Wealth Partners
Denver,
Colorado
|
$95.7K
|
+$10.1K
|
+32
|
+12%
|
|
|
2018
|
Spire Wealth Management
Mclean,
Virginia
|
$95.6K
|
+$16.7K
|
+53
|
+21%
|
|
|
2019
|
Aviso Financial
Toronto,
Ontario, Canada
|
$94.8K
|
+$94.9K
|
+301
|
New
|
|
|
2020
|
Evolution Advisers
Richmond,
Virginia
|
$94K
|
+$315
|
+1
|
+0.3%
|
|
|
2021
|
Golden State Wealth Management
Santa Ana,
California
|
$93.2K
|
+$18.9K
|
+60
|
+25%
|
|
|
2022
|
Vega Investment Solutions
Paris,
France
|
$92.9K
|
+$59.6K
|
+189
|
+178%
|
|
|
2023
|
Creative Financial Designs
Kokomo,
Indiana
|
$89.6K
|
-$9.77K
|
-31
|
-10%
|
|
|
2024
|
Twin Tree Management
Dallas,
Texas
|
$88.8K
|
+$88.9K
|
+282
|
New
|
|
|
2025
|
Outlook Capital Management
Arlington Heights,
Illinois
|
$88.2K
|
+$88.2K
|
+280
|
New
|
|
