|
2001
|
Valpey Financial Services
Concord,
New Hampshire
|
$364K
|
-$603
|
-5
|
-0.2%
|
|
|
2002
|
Holderness Investments Company
Greensboro,
North Carolina
|
$364K
|
+$59K
|
+489
|
+20%
|
|
|
2003
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$364K
|
-$4.58K
|
-38
|
-1%
|
|
|
2004
|
Washington Trust
Westerly,
Rhode Island
|
$364K
|
+$17.1K
|
+142
|
+5%
|
|
|
2005
|
Williams Jones Wealth Management
New York
|
$363K
|
-$176K
|
-1,456
|
-33%
|
|
|
2006
|
Wealthcare Capital Partners
West Chester,
Pennsylvania
|
$363K
|
+$43.9K
|
+364
|
+14%
|
|
|
2007
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$362K
|
-$2.26M
|
-18,712
|
-87%
|
|
|
2008
|
SJS Investment Consulting
Sylvania,
Ohio
|
$362K
|
–
|
–
|
–
|
|
|
2009
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$361K
|
–
|
–
|
–
|
|
|
2010
|
Maia Wealth
Denver,
Colorado
|
$361K
|
+$69K
|
+572
|
+24%
|
|
|
2011
|
R2 Capital Strategies
Lincoln,
Nebraska
|
$361K
|
+$350K
|
+2,907
|
New
|
|
|
2012
|
Good Harbor Advisors
Gloucester,
Massachusetts
|
$360K
|
-$6.03K
|
-50
|
-2%
|
|
|
2013
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$360K
|
+$121
|
+1
|
+0%
|
|
|
2014
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$359K
|
+$349K
|
+2,892
|
New
|
|
|
2015
|
Drive Wealth Management
Lehi,
Utah
|
$359K
|
-$74K
|
-614
|
-18%
|
|
|
2016
|
TD Capital Management
Memphis,
Tennessee
|
$356K
|
+$241
|
+2
|
+0.1%
|
|
|
2017
|
Davis Capital Management
Jacksonville,
Florida
|
$356K
|
+$163K
|
+1,353
|
+89%
|
|
|
2018
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$355K
|
-$51.2K
|
-425
|
-13%
|
|
|
2019
|
HeadInvest LLC
Portland,
Maine
|
$355K
|
-$482
|
-4
|
-0.1%
|
|
|
2020
|
Zinnia Wealth Advisory
Ocala,
Florida
|
$355K
|
–
|
–
|
–
|
|
|
2021
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$355K
|
+$121
|
+1
|
+0%
|
|
|
2022
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$354K
|
-$11.6K
|
-96
|
-3%
|
|
|
2023
|
Symmetry Partners
Glastonbury,
Connecticut
|
$353K
|
+$74.5K
|
+618
|
+28%
|
|
|
2024
|
Andrews Lucia Wealth Management
Danville,
California
|
$353K
|
+$241
|
+2
|
+0.1%
|
|
|
2025
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$352K
|
–
|
–
|
–
|
|
