|
2001
|
Latitude Advisors
Vero Beach,
Florida
|
$216K
|
+$205K
|
+642
|
New
|
|
|
2002
|
Romano Brothers & Co
Evanston,
Illinois
|
$216K
|
+$205K
|
+641
|
New
|
|
|
2003
|
Rappaport Reiches Capital Management
Skokie`,
Illinois
|
$215K
|
+$205K
|
+640
|
New
|
|
|
2004
|
Bank of Hawaii
Honolulu,
Hawaii
|
$214K
|
-$173K
|
-542
|
-46%
|
|
|
2005
|
Quantamental Technologies
White Plains,
New York
|
$214K
|
-$1.64M
|
-5,126
|
-89%
|
|
|
2006
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$214K
|
+$200K
|
+624
|
New
|
|
|
2007
|
Financial Council
Towson,
Maryland
|
$214K
|
+$203K
|
+635
|
New
|
|
|
2008
|
Financial Engines Advisors
Santa Clara,
California
|
$213K
|
+$203K
|
+634
|
New
|
|
|
2009
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$213K
|
-$19.5K
|
-61
|
-9%
|
|
|
2010
|
Quantum Financial Advisors
El Segundo,
California
|
$213K
|
+$202K
|
+633
|
New
|
|
|
2011
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$213K
|
+$199K
|
+621
|
New
|
|
|
2012
|
Clear Creek Financial Management
Silverdale,
Washington
|
$213K
|
-$91.8K
|
-287
|
-31%
|
|
|
2013
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$212K
|
+$202K
|
+631
|
New
|
|
|
2014
|
Smith Anglin Financial
Dallas,
Texas
|
$211K
|
+$201K
|
+627
|
New
|
|
|
2015
|
Xcel Wealth Management
Holly Hill,
Florida
|
$211K
|
+$200K
|
+626
|
New
|
|
|
2016
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$210K
|
+$199K
|
+623
|
New
|
|
|
2017
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$210K
|
+$199K
|
+623
|
New
|
|
|
2018
|
SOA Wealth Advisors
New York
|
$209K
|
-$1.6K
|
-5
|
-0.8%
|
|
|
2019
|
NFP Retirement Inc
Aliso Viejo,
California
|
$209K
|
+$199K
|
+621
|
New
|
|
|
2020
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$208K
|
+$197K
|
+617
|
New
|
|
|
2021
|
CRA Financial Services
Northfield,
New Jersey
|
$206K
|
-$66.2K
|
-207
|
-25%
|
|
|
2022
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$206K
|
+$196K
|
+613
|
New
|
|
|
2023
|
Old Port Advisors
Portland,
Maine
|
$206K
|
+$196K
|
+612
|
New
|
|
|
2024
|
Unique Wealth
Clearwater,
Florida
|
$205K
|
+$195K
|
+610
|
New
|
|
|
2025
|
Addison Capital
Conshohocken,
Pennsylvania
|
$205K
|
+$195K
|
+609
|
New
|
|
