|
2001
|
Peak Planning Group
Centennial,
Colorado
|
$4.13M
|
-$34.7K
|
-165
|
-1%
|
|
|
2002
|
MASECO Private Wealth
London,
|
$4.13M
|
-$450K
|
-2,140
|
-11%
|
|
|
2003
|
Tred Avon Family Wealth
Easton,
Maryland
|
$4.12M
|
+$3.56M
|
+16,913
|
New
|
|
|
2004
|
Whalerock Point Partners
Providence,
Rhode Island
|
$4.12M
|
-$23.1K
|
-110
|
-0.6%
|
|
|
2005
|
Eos Management LP
New York
|
$4.12M
|
–
|
–
|
–
|
|
|
2006
|
LRI Investments
Palm Beach Gardens,
Florida
|
$4.11M
|
-$27.5K
|
-131
|
-0.8%
|
|
|
2007
|
MRP Capital Investments
Alpharetta,
Georgia
|
$4.1M
|
-$647K
|
-3,080
|
-12%
|
|
|
2008
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$4.09M
|
+$4.41K
|
+21
|
+0.1%
|
|
|
2009
|
Providence First Trust
Scottsdale,
Arizona
|
$4.09M
|
-$918K
|
-4,369
|
-21%
|
|
|
2010
|
Sand Hill Global Advisors
Palo Alto,
California
|
$4.09M
|
-$993K
|
-4,723
|
-22%
|
|
|
2011
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$4.09M
|
-$6.31K
|
-30
|
-0.2%
|
|
|
2012
|
HBW Advisory Services
Simi Valley,
California
|
$4.09M
|
-$71.3K
|
-339
|
-2%
|
|
|
2013
|
Advyzon Investment Management
Lisle,
Illinois
|
$4.08M
|
+$966K
|
+4,595
|
+38%
|
|
|
2014
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$4.08M
|
-$566K
|
-2,693
|
-14%
|
|
|
2015
|
McCarter Private Wealth Services
Boston,
Massachusetts
|
$4.08M
|
-$8.41K
|
-40
|
-0.2%
|
|
|
2016
|
|
$4.07M
|
+$1.05K
|
+5
|
+0%
|
|
|
2017
|
Cascade Financial Partners
San Diego,
California
|
$4.07M
|
-$164K
|
-780
|
-4%
|
|
|
2018
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$4.06M
|
+$94.6K
|
+450
|
+3%
|
|
|
2019
|
Deltec Asset Management
New York
|
$4.06M
|
-$127K
|
-605
|
-3%
|
|
|
2020
|
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
|
$4.06M
|
-$25.2K
|
-120
|
-0.7%
|
|
|
2021
|
Woodside Wealth Management
Framingham,
Massachusetts
|
$4.05M
|
–
|
–
|
–
|
|
|
2022
|
Montecito Bank & Trust
Santa Barbara,
California
|
$4.05M
|
+$3.49M
|
+16,613
|
New
|
|
|
2023
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$4.04M
|
+$2.1K
|
+10
|
+0.1%
|
|
|
2024
|
WrapManager Inc
Mill Valley,
California
|
$4.04M
|
-$986K
|
-4,693
|
-22%
|
|
|
2025
|
Tranquility Partners
Brentwood,
Tennessee
|
$4.04M
|
+$424K
|
+2,015
|
+14%
|
|
