|
2001
|
Karp Capital Management
Sausalito,
California
|
$224K
|
+$163
|
+1
|
+0.1%
|
|
|
2002
|
WNY Asset Management
Williamsville,
New York
|
$224K
|
+$489
|
+3
|
+0.2%
|
|
|
2003
|
Pavion Blue Capital
Newport Beach,
California
|
$223K
|
–
|
–
|
–
|
|
|
2004
|
Marotta Asset Management
Charlottesville,
Virginia
|
$223K
|
–
|
–
|
–
|
|
|
2005
|
Procyon Advisors
Shelton,
Connecticut
|
$222K
|
-$7.66K
|
-47
|
-3%
|
|
|
2006
|
Ballast Inc
Lexington,
Kentucky
|
$221K
|
-$6.52K
|
-40
|
-3%
|
|
|
2007
|
|
$221K
|
–
|
–
|
–
|
|
|
2008
|
Courier Capital
Buffalo,
New York
|
$221K
|
–
|
–
|
–
|
|
|
2009
|
Perennial Advisors
New York
|
$221K
|
–
|
–
|
–
|
|
|
2010
|
American Research & Management Company
Marion,
Massachusetts
|
$221K
|
+$489
|
+3
|
+0.2%
|
|
|
2011
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$221K
|
+$6.68K
|
+41
|
+3%
|
|
|
2012
|
Westover Capital Advisors
Wilmington,
Delaware
|
$220K
|
-$2.94K
|
-18
|
-1%
|
|
|
2013
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$220K
|
–
|
–
|
–
|
|
|
2014
|
Denver PWM
Denver,
Colorado
|
$220K
|
+$489
|
+3
|
+0.2%
|
|
|
2015
|
Good Life Advisors
Reading,
Pennsylvania
|
$219K
|
+$246K
|
+1,511
|
New
|
|
|
2016
|
Grand Jean Capital Management
San Francisco,
California
|
$218K
|
–
|
–
|
–
|
|
|
2017
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$218K
|
+$12.4K
|
+76
|
+5%
|
|
|
2018
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$218K
|
+$245K
|
+1,500
|
New
|
|
|
2019
|
Advisor Resource Council
Dallas,
Texas
|
$217K
|
-$287K
|
-1,761
|
-54%
|
|
|
2020
|
DSC Advisors
Chicago,
Illinois
|
$217K
|
-$17.1K
|
-105
|
-7%
|
|
|
2021
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$217K
|
-$4.73K
|
-29
|
-2%
|
|
|
2022
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$217K
|
–
|
–
|
–
|
|
|
2023
|
Bank of Marin
Novato,
California
|
$216K
|
-$7.5K
|
-46
|
-3%
|
|
|
2024
|
Archford Capital Strategies
Swansea,
Illinois
|
$214K
|
–
|
–
|
–
|
|
|
2025
|
Evolution Wealth Advisors
Aventura,
Florida
|
$214K
|
+$73.5K
|
+451
|
+44%
|
|
