|
2001
|
Y.D. More Investments
Ramat Gan,
Israel
|
$10.6K
|
+$6.74K
|
+170
|
+189%
|
|
|
2002
|
Wiser Advisor Group
Phoenix,
Arizona
|
$10.6K
|
+$10.2K
|
+258
|
New
|
|
|
2003
|
Custom Portfolio Group
Englewood,
Colorado
|
$10.4K
|
+$10K
|
+252
|
New
|
|
|
2004
|
Concord Wealth Partners
Abingdon,
Virginia
|
$9.39K
|
+$40
|
+1
|
+0.4%
|
|
|
2005
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$9.32K
|
+$9K
|
+227
|
New
|
|
|
2006
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$9.1K
|
-$914K
|
-23,032
|
-99%
|
|
|
2007
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$9.08K
|
-$2.94K
|
-74
|
-25%
|
|
|
2008
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$8.88K
|
+$8.57K
|
+216
|
New
|
|
|
2009
|
LGT Financial Advisors
Dallas,
Texas
|
$8.71K
|
+$198
|
+5
|
+2%
|
|
|
2010
|
Delta Asset Management
Memphis,
Tennessee
|
$8.63K
|
–
|
–
|
–
|
|
|
2011
|
M&R Capital Management
Summit,
New Jersey
|
$8.22K
|
–
|
–
|
–
|
|
|
2012
|
Chesapeake Asset Management
New York
|
$8.01K
|
–
|
–
|
–
|
|
|
2013
|
DB Wealth Management Group
San Diego,
California
|
$7.77K
|
–
|
–
|
–
|
|
|
2014
|
Highline Wealth Partners
Sherman Oaks,
California
|
$7.28K
|
+$2.98K
|
+75
|
+74%
|
|
|
2015
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$7.03K
|
–
|
–
|
–
|
|
|
2016
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$7K
|
+$6.43K
|
+162
|
New
|
|
|
2017
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$6.62K
|
-$833
|
-21
|
-12%
|
|
|
2018
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$6.54K
|
–
|
–
|
–
|
|
|
2019
|
Livelsberger Financial Advisory
Ashland,
Ohio
|
$6.54K
|
+$6.31K
|
+159
|
New
|
|
|
2020
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$6.45K
|
–
|
–
|
–
|
|
|
2021
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$6.21K
|
–
|
–
|
–
|
|
|
2022
|
Pineridge Advisors
St. Charles,
Missouri
|
$6.21K
|
+$5.99K
|
+151
|
New
|
|
|
2023
|
Robbins Farley
Bedford,
New Hampshire
|
$6.08K
|
–
|
–
|
–
|
|
|
2024
|
Horizon Bancorp
Michigan City,
Indiana
|
$6K
|
-$2.82K
|
-71
|
-33%
|
|
|
2025
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$6K
|
+$5.55K
|
+140
|
+519%
|
|
