|
2001
|
Cascadia Advisory Services
Portland,
Oregon
|
$205K
|
+$196K
|
+903
|
New
|
|
|
2002
|
LifePro Asset Management
San Diego,
California
|
$205K
|
+$196K
|
+903
|
New
|
|
|
2003
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$204K
|
–
|
–
|
–
|
|
|
2004
|
Davis Rea
Toronto,
Ontario, Canada
|
$204K
|
–
|
–
|
–
|
|
|
2005
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$204K
|
–
|
–
|
–
|
|
|
2006
|
Brave Asset Management
Summit,
New Jersey
|
$204K
|
+$195K
|
+900
|
New
|
|
|
2007
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$204K
|
+$195K
|
+900
|
New
|
|
|
2008
|
Waverly Advisors
Birmingham,
Alabama
|
$203K
|
+$184K
|
+849
|
New
|
|
|
2009
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$201K
|
+$193K
|
+888
|
New
|
|
|
2010
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$201K
|
+$193K
|
+888
|
New
|
|
|
2011
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$200K
|
-$3.26K
|
-15
|
-2%
|
|
|
2012
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$200K
|
–
|
–
|
–
|
|
|
2013
|
Bellwether Advisors
Lincoln,
Nebraska
|
$200K
|
+$175K
|
+807
|
+1,035%
|
|
|
2014
|
Johnson Midwest Financial
Glidden,
Iowa
|
$196K
|
–
|
–
|
–
|
|
|
2015
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$196K
|
+$73.6K
|
+339
|
+65%
|
|
|
2016
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$194K
|
-$130K
|
-600
|
-41%
|
|
|
2017
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$192K
|
–
|
–
|
–
|
|
|
2018
|
Financial Enhancement Group
Anderson,
Indiana
|
$192K
|
+$65.1K
|
+300
|
+55%
|
|
|
2019
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$189K
|
-$145K
|
-666
|
-44%
|
|
|
2020
|
First National Bank of South Miami
South Miami,
Florida
|
$188K
|
+$50.1K
|
+231
|
+39%
|
|
|
2021
|
Security National Trust
Wheeling,
West Virginia
|
$187K
|
–
|
–
|
–
|
|
|
2022
|
Washington Trust
Westerly,
Rhode Island
|
$187K
|
+$13K
|
+60
|
+8%
|
|
|
2023
|
Accel Wealth Management
Waverly,
Iowa
|
$181K
|
+$13K
|
+60
|
+8%
|
|
|
2024
|
Financial Insights
Tacoma,
Washington
|
$178K
|
+$171K
|
+786
|
New
|
|
|
2025
|
Founders Capital Management (Texas)
Houston,
Texas
|
$177K
|
+$58.6K
|
+270
|
+53%
|
|
