|
2001
|
ETF Managers Group
Summit,
New Jersey
|
$144K
|
+$1.95M
|
+15,147
|
+10%
|
|
|
2002
|
Bridgeworth
Birmingham,
Alabama
|
$143K
|
+$139K
|
+1,080
|
New
|
|
|
2003
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$137K
|
–
|
–
|
–
|
|
|
2004
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$132K
|
+$129K
|
+1,000
|
New
|
|
|
2005
|
Whitnell & Co
Oak Brook,
Illinois
|
$132K
|
-$9.01K
|
-70
|
-7%
|
|
|
2006
|
ArchPoint Investors
Coral Gables,
Florida
|
$132K
|
–
|
–
|
–
|
|
|
2007
|
ClearBridge LLC (Maryland)
Baltimore,
Maryland
|
$132K
|
–
|
–
|
–
|
|
|
2008
|
Cordasco Financial Network
Naples,
Florida
|
$132K
|
–
|
–
|
–
|
|
|
2009
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$130K
|
-$4.63K
|
-36
|
-4%
|
|
|
2010
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$130K
|
-$4.5K
|
-35
|
-3%
|
|
|
2011
|
Fusion Family Wealth
Woodbury,
New York
|
$126K
|
–
|
–
|
–
|
|
|
2012
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$121K
|
-$8.62K
|
-67
|
-7%
|
|
|
2013
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$120K
|
+$129
|
+1
|
+0.1%
|
|
|
2014
|
Fort LP
Chevy Chase,
Maryland
|
$120K
|
+$117K
|
+906
|
New
|
|
|
2015
|
Apriem Advisors
Irvine,
California
|
$118K
|
+$115K
|
+891
|
New
|
|
|
2016
|
Simon Quick Advisors
Morristown,
New Jersey
|
$115K
|
-$112K
|
-873
|
-50%
|
|
|
2017
|
Hudock Inc
Williamsport,
Pennsylvania
|
$115K
|
+$58K
|
+451
|
+108%
|
|
|
2018
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$113K
|
-$4.12K
|
-32
|
-4%
|
|
|
2019
|
Cribstone Capital Management
Augusta,
Maine
|
$110K
|
–
|
–
|
–
|
|
|
2020
|
EARNEST Partners
Atlanta,
Georgia
|
$109K
|
-$7.21K
|
-56
|
-6%
|
|
|
2021
|
D'Orazio & Associates
Falls Church,
Virginia
|
$106K
|
–
|
–
|
–
|
|
|
2022
|
Cable Hill Partners
Portland,
Oregon
|
$106K
|
+$14K
|
+109
|
+16%
|
|
|
2023
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$106K
|
–
|
–
|
–
|
|
|
2024
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$104K
|
+$129
|
+1
|
+0.1%
|
|
|
2025
|
QCI Asset Management
Pittsford,
New York
|
$103K
|
+$8.37K
|
+65
|
+9%
|
|
