|
2001
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$290K
|
–
|
–
|
–
|
|
|
2002
|
Hollencrest Capital Management
Newport Beach,
California
|
$289K
|
-$58.3K
|
-524
|
-17%
|
|
|
2003
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$289K
|
–
|
–
|
–
|
|
|
2004
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$288K
|
-$4.45K
|
-40
|
-2%
|
|
|
2005
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
$288K
|
-$22.3K
|
-200
|
-8%
|
|
|
2006
|
Brass Tax Wealth Management
Cincinnati,
Ohio
|
$288K
|
+$33K
|
+296
|
+14%
|
|
|
2007
|
American National Bank & Trust
Wichita Falls,
Texas
|
$287K
|
-$53.9K
|
-484
|
-17%
|
|
|
2008
|
Wolff Wiese Magana
Carslbad,
California
|
$287K
|
–
|
–
|
–
|
|
|
2009
|
Capital Research Global Investors
Los Angeles,
California
|
$286K
|
-$20K
|
-180
|
-7%
|
|
|
2010
|
Global Assets Advisory
Orlando,
Florida
|
$286K
|
-$6.24K
|
-56
|
-2%
|
|
|
2011
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$286K
|
–
|
–
|
–
|
|
|
2012
|
Holderness Investments Company
Greensboro,
North Carolina
|
$286K
|
+$445
|
+4
|
+0.2%
|
|
|
2013
|
ArrowMark Colorado Holdings
Denver,
Colorado
|
$286K
|
–
|
–
|
–
|
|
|
2014
|
Sterling Capital Management
Charlotte,
North Carolina
|
$286K
|
–
|
–
|
–
|
|
|
2015
|
TPG Advisors
Northfield,
Illinois
|
$286K
|
–
|
–
|
–
|
|
|
2016
|
Northwest Financial Advisors
Herndon,
Virginia
|
$284K
|
-$548K
|
-4,924
|
-67%
|
|
|
2017
|
SJS Investment Consulting
Sylvania,
Ohio
|
$284K
|
+$80.6K
|
+724
|
+43%
|
|
|
2018
|
Strata Wealth Advisors
Dallas,
Texas
|
$284K
|
–
|
–
|
–
|
|
|
2019
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$283K
|
-$4.9K
|
-44
|
-2%
|
|
|
2020
|
Wealthcare Capital Partners
West Chester,
Pennsylvania
|
$282K
|
–
|
–
|
–
|
|
|
2021
|
Vestor Capital
Chicago,
Illinois
|
$282K
|
-$3.61M
|
-32,400
|
-93%
|
|
|
2022
|
Floyd Financial Group
Springfield,
Missouri
|
$281K
|
–
|
–
|
–
|
|
|
2023
|
Cobblestone Capital Advisors
Rochester,
New York
|
$281K
|
–
|
–
|
–
|
|
|
2024
|
Fulcrum Capital
Seattle,
Washington
|
$280K
|
–
|
–
|
–
|
|
|
2025
|
Compass Capital Corp
Braintree,
Massachusetts
|
$279K
|
+$258K
|
+2,320
|
New
|
|
