|
2001
|
Columbia Trust
Portland,
Oregon
|
$1.67M
|
-$496K
|
-2,229
|
-23%
|
|
|
2002
|
Qsemble Capital Management
New York
|
$1.67M
|
+$1.4M
|
+6,300
|
+573%
|
|
|
2003
|
AlphaQ Advisors
Winter Park,
Florida
|
$1.67M
|
-$199K
|
-895
|
-11%
|
|
|
2004
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$1.67M
|
+$7.12K
|
+32
|
+0.4%
|
|
|
2005
|
Eudaimonia Partners
Winchester,
Tennessee
|
$1.66M
|
-$68.1K
|
-306
|
-4%
|
|
|
2006
|
Barden Capital Management
Austin,
Texas
|
$1.66M
|
-$3.56K
|
-16
|
-0.2%
|
|
|
2007
|
Pavion Blue Capital
Newport Beach,
California
|
$1.66M
|
-$10.5K
|
-47
|
-0.6%
|
|
|
2008
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$1.65M
|
-$1.92M
|
-8,613
|
-54%
|
|
|
2009
|
Cross Staff Investments
Pittsford,
New York
|
$1.65M
|
+$175K
|
+786
|
+12%
|
|
|
2010
|
Advisor Resource Council
Dallas,
Texas
|
$1.65M
|
+$972K
|
+4,369
|
+153%
|
|
|
2011
|
KB Financial Partners
Princeton,
New Jersey
|
$1.64M
|
+$86.8K
|
+390
|
+6%
|
|
|
2012
|
JLB & Associates
Plymouth,
Michigan
|
$1.64M
|
+$274K
|
+1,232
|
+20%
|
|
|
2013
|
Blue Trust Inc
Alpharetta,
Georgia
|
$1.64M
|
-$302K
|
-1,358
|
-15%
|
|
|
2014
|
Northeast Financial Group
Tannersville,
Pennsylvania
|
$1.64M
|
+$61.4K
|
+276
|
+4%
|
|
|
2015
|
Lodestone Wealth Management
Spokane,
Washington
|
$1.64M
|
-$69K
|
-310
|
-4%
|
|
|
2016
|
Joseph Group Capital Management
Columbus,
Ohio
|
$1.63M
|
-$77.9K
|
-350
|
-5%
|
|
|
2017
|
Gray Wealth Management
Bangor,
Maine
|
$1.63M
|
+$4.23K
|
+19
|
+0.3%
|
|
|
2018
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$1.62M
|
+$658K
|
+2,955
|
+70%
|
|
|
2019
|
SG Americas Securities
New York
|
$1.62M
|
+$142K
|
+637
|
+10%
|
|
|
2020
|
CNB Bank
Clearfield,
Pennsylvania
|
$1.62M
|
+$45.9K
|
+206
|
+3%
|
|
|
2021
|
Spirit of America Management Corp
Syosset,
New York
|
$1.61M
|
-$77.9K
|
-350
|
-5%
|
|
|
2022
|
FOCUS Wealth Advisors
Houston,
Texas
|
$1.61M
|
+$63.4K
|
+285
|
+4%
|
|
|
2023
|
Secure Asset Management
Troy,
Michigan
|
$1.59M
|
-$14.9K
|
-67
|
-0.9%
|
|
|
2024
|
Cascade Investment Group
Colorado Springs,
Colorado
|
$1.59M
|
+$17.6K
|
+79
|
+1%
|
|
|
2025
|
Value Partners Investments
Winnipeg,
Manitoba, Canada
|
$1.59M
|
-$141K
|
-632
|
-8%
|
|
