|
2001
|
Addison Advisors
Middlebury,
Vermont
|
$18.4K
|
-$176K
|
-2,177
|
-90%
|
|
|
2002
|
Wellington Shields Capital Management
New York
|
$18.3K
|
-$16.1K
|
-200
|
-46%
|
|
|
2003
|
Bare Financial Services
Gap,
Pennsylvania
|
$18.2K
|
+$5.65K
|
+70
|
+43%
|
|
|
2004
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
$17.9K
|
+$3.15K
|
+39
|
+21%
|
|
|
2005
|
Tradewinds Capital Management
Bellingham,
Washington
|
$17.5K
|
-$2.82K
|
-35
|
-14%
|
|
|
2006
|
Entrust Financial
Wayne,
Pennsylvania
|
$17.4K
|
–
|
–
|
–
|
|
|
2007
|
DecisionPoint Financial
Mesa,
Arizona
|
$17.4K
|
-$645
|
-8
|
-4%
|
|
|
2008
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$17.3K
|
-$8.07K
|
-100
|
-31%
|
|
|
2009
|
Vision Retirement
Ridgewood,
New Jersey
|
$17.3K
|
–
|
–
|
–
|
|
|
2010
|
Fortitude Family Office
Scottsdale,
Arizona
|
$16.9K
|
-$2.66K
|
-33
|
-13%
|
|
|
2011
|
Adkins Seale Capital Management
Shreveport,
Louisiana
|
$16.4K
|
–
|
–
|
–
|
|
|
2012
|
Westfuller Advisors
New York
|
$16.3K
|
-$1.21K
|
-15
|
-7%
|
|
|
2013
|
LifeSteps Financial
Claremont,
California
|
$16K
|
+$16.5K
|
+204
|
New
|
|
|
2014
|
McGuire Capital Advisors
Bethany,
Oklahoma
|
$15.7K
|
+$4.11K
|
+51
|
+34%
|
|
|
2015
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$15.6K
|
-$48.5K
|
-601
|
-75%
|
|
|
2016
|
ESL Trust Services
Rochester,
New York
|
$15.6K
|
–
|
–
|
–
|
|
|
2017
|
SRH Advisors
Salina,
Kansas
|
$15.6K
|
–
|
–
|
–
|
|
|
2018
|
Fairscale Capital
Nashua,
New Hampshire
|
$15.6K
|
–
|
–
|
–
|
|
|
2019
|
MASECO Private Wealth
London,
|
$15.4K
|
-$11.2K
|
-139
|
-41%
|
|
|
2020
|
Elevation Wealth Partners
Santa Rosa,
California
|
$15.3K
|
+$4.6K
|
+57
|
+41%
|
|
|
2021
|
First Financial Corp
Terre Haute,
Indiana
|
$14.9K
|
–
|
–
|
–
|
|
|
2022
|
Highline Wealth Partners
Sherman Oaks,
California
|
$14.9K
|
-$807
|
-10
|
-5%
|
|
|
2023
|
Graney & King
Latham,
New York
|
$14.1K
|
+$161
|
+2
|
+1%
|
|
|
2024
|
Olistico Wealth
Tulsa,
Oklahoma
|
$14.1K
|
–
|
–
|
–
|
|
|
2025
|
Avion Wealth
The Woodlands,
Texas
|
$14K
|
-$726
|
-9
|
-5%
|
|
