|
2001
|
Doliver Advisors
Houston,
Texas
|
$1.05M
|
-$3.66K
|
-30
|
-0.3%
|
|
|
2002
|
Cypress Wealth Services
Palm Desert,
California
|
$1.05M
|
-$4.88K
|
-40
|
-0.5%
|
|
|
2003
|
Optimum Investment Advisors
Chicago,
Illinois
|
$1.05M
|
–
|
–
|
–
|
|
|
2004
|
Accredited Investors
Edina,
Minnesota
|
$1.05M
|
+$25.6K
|
+210
|
+2%
|
|
|
2005
|
Vance Wealth
Santa Clarita,
California
|
$1.04M
|
-$33K
|
-270
|
-3%
|
|
|
2006
|
Argyle Capital Partners
Los Angeles,
California
|
$1.04M
|
+$39.1K
|
+320
|
+4%
|
|
|
2007
|
Cambria Investment Management
Manhattan Beach,
California
|
$1.04M
|
+$871K
|
+7,140
|
+461%
|
|
|
2008
|
Haven Private
Orlando,
Florida
|
$1.04M
|
-$161K
|
-1,320
|
-13%
|
|
|
2009
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$1.04M
|
+$104K
|
+850
|
+11%
|
|
|
2010
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$1.04M
|
+$3.66K
|
+30
|
+0.3%
|
|
|
2011
|
Ranch Capital Advisors
Sarasota,
Florida
|
$1.03M
|
-$3.66K
|
-30
|
-0.3%
|
|
|
2012
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$1.03M
|
+$200K
|
+1,640
|
+23%
|
|
|
2013
|
Flynn Zito Capital Management
Garden City,
New York
|
$1.03M
|
+$11K
|
+90
|
+1%
|
|
|
2014
|
Wall Street Financial Group
Carlinville,
Illinois
|
$1.02M
|
+$225K
|
+1,840
|
+28%
|
|
|
2015
|
Redwood Financial Network
Solon,
Ohio
|
$1.02M
|
-$45.2K
|
-370
|
-4%
|
|
|
2016
|
Acorns Advisers
Irvine,
California
|
$1.02M
|
+$229K
|
+1,880
|
+28%
|
|
|
2017
|
Raleigh Capital Management
Cary,
North Carolina
|
$1.02M
|
+$126K
|
+1,030
|
+14%
|
|
|
2018
|
LifeWealth Investments
Winter Garden,
Florida
|
$1.02M
|
+$22K
|
+180
|
+2%
|
|
|
2019
|
Momentum Wealth Planning
Estero,
Florida
|
$1.02M
|
-$1.22M
|
-9,970
|
-54%
|
|
|
2020
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$1.02M
|
-$4.88K
|
-40
|
-0.5%
|
|
|
2021
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$1.02M
|
+$140K
|
+1,150
|
+16%
|
|
|
2022
|
West Michigan Advisors
Holland,
Michigan
|
$1.02M
|
-$67.1K
|
-550
|
-6%
|
|
|
2023
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$1.02M
|
+$61K
|
+500
|
+6%
|
|
|
2024
|
Guardian Capital (Canada)
Toronto,
Ontario, Canada
|
$1.02M
|
+$35.4K
|
+290
|
+4%
|
|
|
2025
|
Nicholas Investment Partners
Rancho Santa Fe,
California
|
$1.02M
|
+$137K
|
+1,120
|
+15%
|
|
