|
2001
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$277K
|
-$51.6K
|
-990
|
-15%
|
|
|
2002
|
Bouchey Financial Group
Troy,
New York
|
$277K
|
+$27.7K
|
+531
|
+11%
|
|
|
2003
|
Watershed Asset Management
San Francisco,
California
|
$277K
|
+$287K
|
+5,503
|
New
|
|
|
2004
|
CEDRUS
Littleton,
Colorado
|
$277K
|
+$286K
|
+5,496
|
New
|
|
|
2005
|
Klingman & Associates
New York
|
$276K
|
+$285K
|
+5,476
|
New
|
|
|
2006
|
Curi Wealth Management
Raleigh,
North Carolina
|
$274K
|
-$10.6K
|
-204
|
-4%
|
|
|
2007
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$274K
|
–
|
–
|
–
|
|
|
2008
|
Private Ocean
San Rafael,
California
|
$273K
|
+$53.9K
|
+1,035
|
+24%
|
|
|
2009
|
Tompkins Financial
Ithaca,
New York
|
$272K
|
-$25.7K
|
-493
|
-8%
|
|
|
2010
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$272K
|
+$12.1K
|
+232
|
+4%
|
|
|
2011
|
Matrix Private Capital Group
New York
|
$272K
|
+$30.1K
|
+577
|
+12%
|
|
|
2012
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$272K
|
+$281K
|
+5,395
|
New
|
|
|
2013
|
Kahn Brothers Group
New York
|
$272K
|
–
|
–
|
–
|
|
|
2014
|
Evoke Wealth
Los Angeles,
California
|
$271K
|
-$11.9M
|
-229,154
|
-98%
|
|
|
2015
|
Waterfront Wealth
Overland Park,
Kansas
|
$270K
|
+$3.28K
|
+63
|
+1%
|
|
|
2016
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$269K
|
+$284K
|
+5,453
|
New
|
|
|
2017
|
E.S. Barr & Co
Lexington,
Kentucky
|
$268K
|
-$1.77K
|
-34
|
-0.6%
|
|
|
2018
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$268K
|
+$5.32K
|
+102
|
+2%
|
|
|
2019
|
AlphaSimPlex Group
Boston,
Massachusetts
|
$267K
|
-$786K
|
-15,077
|
-74%
|
|
|
2020
|
HMS Capital Management
Nashville,
Tennessee
|
$267K
|
-$22.3K
|
-427
|
-7%
|
|
|
2021
|
INVST
Indianapolis,
Indiana
|
$267K
|
+$4.12K
|
+79
|
+1%
|
|
|
2022
|
Middleton & Co
Boston,
Massachusetts
|
$266K
|
-$6.46K
|
-124
|
-2%
|
|
|
2023
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$266K
|
–
|
–
|
–
|
|
|
2024
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$265K
|
+$275K
|
+5,274
|
New
|
|
|
2025
|
Webster Bank
Waterbury,
Connecticut
|
$264K
|
+$36.5K
|
+701
|
+15%
|
|
