|
2001
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$228K
|
-$2.85K
|
-16
|
-1%
|
|
|
2002
|
Strategic Financial Concepts
San Antonio,
Texas
|
$228K
|
+$244K
|
+1,366
|
New
|
|
|
2003
|
Waterloo Capital
Austin,
Texas
|
$228K
|
-$186K
|
-1,045
|
-43%
|
|
|
2004
|
Fielder Capital Group
Nashville,
Tennessee
|
$228K
|
+$535
|
+3
|
+0.2%
|
|
|
2005
|
Winebrenner Capital Management
Louisville,
Kentucky
|
$227K
|
+$243K
|
+1,362
|
New
|
|
|
2006
|
Hidden Cove Wealth Management
Bainbridge Island,
Washington
|
$227K
|
+$243K
|
+1,362
|
New
|
|
|
2007
|
Moran Wealth Management
Naples,
Florida
|
$227K
|
+$12.5K
|
+70
|
+5%
|
|
|
2008
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$226K
|
–
|
–
|
–
|
|
|
2009
|
L & S Advisors
Los Angeles,
California
|
$226K
|
–
|
–
|
–
|
|
|
2010
|
Code Waechter
Tampa,
Florida
|
$226K
|
+$242K
|
+1,354
|
New
|
|
|
2011
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$226K
|
–
|
–
|
–
|
|
|
2012
|
Circle Wealth Management
Summit,
New Jersey
|
$225K
|
+$27.7K
|
+155
|
+13%
|
|
|
2013
|
Safeguard Investment Advisory Group
Corona,
California
|
$225K
|
-$1.61K
|
-9
|
-0.7%
|
|
|
2014
|
Vicus Capital
State College,
Pennsylvania
|
$225K
|
+$13.2K
|
+74
|
+6%
|
|
|
2015
|
GatePass Capital
Independence,
Ohio
|
$224K
|
+$240K
|
+1,345
|
New
|
|
|
2016
|
Two Sigma Securities
New York
|
$224K
|
+$22.5K
|
+126
|
+10%
|
|
|
2017
|
Tradewinds LLC
Raleigh,
North Carolina
|
$224K
|
+$193K
|
+1,079
|
New
|
|
|
2018
|
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
|
$224K
|
+$240K
|
+1,343
|
New
|
|
|
2019
|
Archvest Wealth Advisors
Concord,
California
|
$224K
|
+$357
|
+2
|
+0.1%
|
|
|
2020
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$224K
|
+$239K
|
+1,342
|
New
|
|
|
2021
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$224K
|
+$211K
|
+1,185
|
New
|
|
|
2022
|
Avantax Planning Partners
Dubuque,
Iowa
|
$222K
|
-$98.7K
|
-553
|
-29%
|
|
|
2023
|
ORG Partners
Roanoke,
Indiana
|
$222K
|
+$2.14K
|
+12
|
+0.9%
|
|
|
2024
|
Financial Network Wealth Management
Draper,
Utah
|
$222K
|
–
|
–
|
–
|
|
|
2025
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$222K
|
+$42.3K
|
+237
|
+22%
|
|
