|
2001
|
Elevatus Welath Management
Victor,
New York
|
$214K
|
+$2.89K
|
+13
|
+1%
|
|
|
2002
|
|
$212K
|
+$212K
|
+952
|
New
|
|
|
2003
|
WealthBridge Capital Management
Westerville,
Ohio
|
$212K
|
–
|
–
|
–
|
|
|
2004
|
Greenfield Seitz Capital Management
Dallas,
Texas
|
$210K
|
–
|
–
|
–
|
|
|
2005
|
FF Advisors
Manhattan Beach,
California
|
$210K
|
+$209K
|
+941
|
New
|
|
|
2006
|
Members Trust
Tampa,
Florida
|
$210K
|
+$209K
|
+941
|
New
|
|
|
2007
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$209K
|
–
|
–
|
–
|
|
|
2008
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$209K
|
+$208K
|
+936
|
New
|
|
|
2009
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$209K
|
-$2.22K
|
-10
|
-1%
|
|
|
2010
|
Castle Wealth Management
West Palm Beach,
Florida
|
$208K
|
+$3.11K
|
+14
|
+2%
|
|
|
2011
|
First American Trust
Santa Ana,
California
|
$207K
|
+$207K
|
+930
|
New
|
|
|
2012
|
Sigma Investment Counselors
Northville,
Michigan
|
$207K
|
–
|
–
|
–
|
|
|
2013
|
TMB Capital Partners
Little Rock,
Arkansas
|
$207K
|
–
|
–
|
–
|
|
|
2014
|
Wedge Capital Management
Charlotte,
North Carolina
|
$206K
|
-$1.6M
|
-7,173
|
-89%
|
|
|
2015
|
BCS Wealth Management
Johnson City,
Tennessee
|
$206K
|
-$11.6K
|
-52
|
-5%
|
|
|
2016
|
Snowwater Investment Partners
Fairfield,
Connecticut
|
$205K
|
-$10.9K
|
-49
|
-5%
|
|
|
2017
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$205K
|
–
|
–
|
–
|
|
|
2018
|
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
|
$204K
|
–
|
–
|
–
|
|
|
2019
|
Symmetry Partners
Glastonbury,
Connecticut
|
$204K
|
+$204K
|
+916
|
New
|
|
|
2020
|
Endeavor Private Wealth
Topeka,
Kansas
|
$204K
|
-$2.67K
|
-12
|
-1%
|
|
|
2021
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$203K
|
-$3.78K
|
-17
|
-2%
|
|
|
2022
|
|
$203K
|
+$203K
|
+912
|
New
|
|
|
2023
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$203K
|
+$203K
|
+912
|
New
|
|
|
2024
|
Five Oceans Advisors
Santa Monica,
California
|
$203K
|
-$3.11K
|
-14
|
-2%
|
|
|
2025
|
Financial Futures
Brielle,
New Jersey
|
$203K
|
-$890
|
-4
|
-0.4%
|
|
