|
2001
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$220K
|
–
|
–
|
–
|
|
|
2002
|
Ashton Thomas Securities
Rochester,
New York
|
$219K
|
+$225K
|
+736
|
New
|
|
|
2003
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$219K
|
-$3.69M
|
-12,054
|
-94%
|
|
|
2004
|
Vivaldi Capital Management
Chicago,
Illinois
|
$219K
|
+$221K
|
+721
|
New
|
|
|
2005
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$219K
|
+$221K
|
+721
|
New
|
|
|
2006
|
Epic Trust Investment Advisors
Richland,
Washington
|
$218K
|
+$220K
|
+719
|
New
|
|
|
2007
|
Thomasville National Bank
Thomasville,
Georgia
|
$218K
|
-$16.5K
|
-54
|
-7%
|
|
|
2008
|
Curated Wealth Partners
El Segundo,
California
|
$218K
|
+$220K
|
+719
|
New
|
|
|
2009
|
SJS Investment Consulting
Sylvania,
Ohio
|
$218K
|
-$1.84K
|
-6
|
-0.8%
|
|
|
2010
|
Argonautica Private Wealth Management
Wellesley,
Massachusetts
|
$218K
|
–
|
–
|
–
|
|
|
2011
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$216K
|
+$38.9K
|
+127
|
+22%
|
|
|
2012
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$216K
|
-$6.13K
|
-20
|
-3%
|
|
|
2013
|
LCM Capital Management
Chicago,
Illinois
|
$215K
|
+$8.58K
|
+28
|
+4%
|
|
|
2014
|
Whitney & Co
Rochester,
New York
|
$215K
|
+$1.23K
|
+4
|
+0.6%
|
|
|
2015
|
Sage Rhino Capital
Menlo Park,
California
|
$215K
|
+$2.14K
|
+7
|
+1%
|
|
|
2016
|
Colorado Capital Management
Boulder,
Colorado
|
$215K
|
-$919
|
-3
|
-0.4%
|
|
|
2017
|
Tranquility Partners
Brentwood,
Tennessee
|
$215K
|
-$275K
|
-899
|
-56%
|
|
|
2018
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$215K
|
-$17.2K
|
-56
|
-7%
|
|
|
2019
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$213K
|
+$15.3K
|
+50
|
+8%
|
|
|
2020
|
Blossom Wealth Management
San Ramon, Ca,
California
|
$213K
|
+$215K
|
+702
|
New
|
|
|
2021
|
Encompass More Asset Management
Danville,
California
|
$212K
|
+$9.8K
|
+32
|
+5%
|
|
|
2022
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$212K
|
–
|
–
|
–
|
|
|
2023
|
Impact Partnership Wealth
Marietta,
Georgia
|
$212K
|
-$172K
|
-563
|
-45%
|
|
|
2024
|
Continuum Advisory
Eagle,
Idaho
|
$211K
|
+$613
|
+2
|
+0.3%
|
|
|
2025
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$211K
|
+$7.35K
|
+24
|
+4%
|
|
