|
2001
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$205K
|
–
|
–
|
–
|
|
|
2002
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$204K
|
+$189K
|
+3,850
|
New
|
|
|
2003
|
Karp Capital Management
Sausalito,
California
|
$203K
|
-$4.28K
|
-87
|
-2%
|
|
|
2004
|
Empirical Wealth Management
Seattle,
Washington
|
$202K
|
-$29.5K
|
-600
|
-14%
|
|
|
2005
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$202K
|
+$187K
|
+3,809
|
New
|
|
|
2006
|
Quadrant Capital Management
Fairfield,
New Jersey
|
$202K
|
+$187K
|
+3,812
|
New
|
|
|
2007
|
Riverbridge Partners
Minneapolis,
Minnesota
|
$201K
|
+$187K
|
+3,801
|
New
|
|
|
2008
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$200K
|
-$39.2K
|
-798
|
-17%
|
|
|
2009
|
Oberweis Asset Management
Lisle,
Illinois
|
$200K
|
+$186K
|
+3,787
|
New
|
|
|
2010
|
Regal Wealth Group
Seal Beach,
California
|
$197K
|
+$934
|
+19
|
+0.5%
|
|
|
2011
|
Pin Oak Investment Advisors
Houston,
Texas
|
$195K
|
+$181K
|
+3,681
|
New
|
|
|
2012
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$193K
|
+$179K
|
+3,648
|
New
|
|
|
2013
|
|
$185K
|
–
|
–
|
–
|
|
|
2014
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$183K
|
+$25.6K
|
+520
|
+18%
|
|
|
2015
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$180K
|
-$1.07M
|
-21,740
|
-86%
|
|
|
2016
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$180K
|
–
|
–
|
–
|
|
|
2017
|
|
$178K
|
+$3.39K
|
+69
|
+2%
|
|
|
2018
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$175K
|
+$162K
|
+3,297
|
New
|
|
|
2019
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$174K
|
+$142K
|
+2,880
|
+656%
|
|
|
2020
|
Proficio Capital Partners
Newton,
Massachusetts
|
$173K
|
-$10.3K
|
-210
|
-6%
|
|
|
2021
|
Legacy Financial Advisors
Covington,
Kentucky
|
$164K
|
+$153K
|
+3,105
|
New
|
|
|
2022
|
Westside Investment Management
Santa Monica,
California
|
$160K
|
+$52.8K
|
+1,074
|
+54%
|
|
|
2023
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$157K
|
-$39.6K
|
-805
|
-21%
|
|
|
2024
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$154K
|
+$35.4K
|
+720
|
+33%
|
|
|
2025
|
Portfolio Strategies
Monsey,
New York
|
$154K
|
+$143K
|
+2,913
|
New
|
|
