|
2001
|
One Capital Management
Westlake Village,
California
|
$593K
|
+$70.9K
|
+181
|
+12%
|
|
|
2002
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
$592K
|
+$25.9K
|
+66
|
+4%
|
|
|
2003
|
Teza Capital Management
Chicago,
Illinois
|
$591K
|
-$57.2K
|
-146
|
-8%
|
|
|
2004
|
LRI Investments
Palm Beach Gardens,
Florida
|
$591K
|
+$654K
|
+1,670
|
+2,114%
|
|
|
2005
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$591K
|
+$72.9K
|
+186
|
+12%
|
|
|
2006
|
Vista Cima Wealth Management
Surprise,
Arizona
|
$589K
|
+$682K
|
+1,742
|
New
|
|
|
2007
|
WorthPointe
La Jolla,
California
|
$588K
|
-$37.6K
|
-96
|
-5%
|
|
|
2008
|
Welch & Forbes
Boston,
Massachusetts
|
$585K
|
+$97.9K
|
+250
|
+17%
|
|
|
2009
|
Patten Group
Chattanooga,
Tennessee
|
$583K
|
+$676K
|
+1,725
|
New
|
|
|
2010
|
CRA Financial Services
Northfield,
New Jersey
|
$582K
|
-$16.1K
|
-41
|
-2%
|
|
|
2011
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$582K
|
+$134K
|
+343
|
+8%
|
|
|
2012
|
JGP Wealth Management
Bend,
Oregon
|
$581K
|
+$189K
|
+482
|
+39%
|
|
|
2013
|
Evolution Wealth Advisors
Aventura,
Florida
|
$580K
|
+$672K
|
+1,716
|
New
|
|
|
2014
|
Wellington Shields Capital Management
New York
|
$576K
|
+$168K
|
+429
|
+34%
|
|
|
2015
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$576K
|
+$50.1K
|
+128
|
+8%
|
|
|
2016
|
Morey & Quinn Wealth Partners
Omaha,
Nebraska
|
$575K
|
+$3.13K
|
+8
|
+0.5%
|
|
|
2017
|
Wealth Science Advisors
Alpharetta,
Georgia
|
$575K
|
–
|
–
|
–
|
|
|
2018
|
Five Oceans Advisors
Santa Monica,
California
|
$574K
|
+$5.09K
|
+13
|
+0.8%
|
|
|
2019
|
Element Pointe Advisors
Miami,
Florida
|
$573K
|
-$648K
|
-1,655
|
-49%
|
|
|
2020
|
Pasadena Private Wealth
Pasadena,
California
|
$572K
|
+$405K
|
+1,034
|
+125%
|
|
|
2021
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$572K
|
+$126K
|
+322
|
+24%
|
|
|
2022
|
Denver PWM
Denver,
Colorado
|
$570K
|
+$299K
|
+764
|
New
|
|
|
2023
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$569K
|
-$156K
|
-397
|
-19%
|
|
|
2024
|
Eagle Wealth Strategies
West Deptford,
New Jersey
|
$569K
|
+$5.09K
|
+13
|
+0.8%
|
|
|
2025
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$569K
|
-$61.5K
|
-157
|
-7%
|
|
