|
2001
|
Good Life Advisors
Reading,
Pennsylvania
|
$212K
|
-$58.8K
|
-311
|
-21%
|
|
|
2002
|
Webster Bank
Waterbury,
Connecticut
|
$212K
|
+$28.5K
|
+151
|
+15%
|
|
|
2003
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$212K
|
+$220K
|
+1,166
|
New
|
|
|
2004
|
Capital Performance Advisors
Walnut Creek,
California
|
$212K
|
+$111K
|
+587
|
+102%
|
|
|
2005
|
Whelan Financial
Fresno,
California
|
$212K
|
+$220K
|
+1,164
|
New
|
|
|
2006
|
Soltis Investment Advisors
St. George,
Utah
|
$212K
|
-$6.22M
|
-32,930
|
-97%
|
|
|
2007
|
Compass Capital Corp
Braintree,
Massachusetts
|
$212K
|
+$211K
|
+1,118
|
New
|
|
|
2008
|
Maven Securities
St Helier,
Jersey
|
$211K
|
-$2.76M
|
-14,622
|
-93%
|
|
|
2009
|
Tradewinds Capital Management
Bellingham,
Washington
|
$211K
|
–
|
–
|
–
|
|
|
2010
|
International Private Wealth Advisors
San Diego,
California
|
$211K
|
+$219K
|
+1,160
|
New
|
|
|
2011
|
Campbell Wealth Management
Alexandria,
Virginia
|
$211K
|
+$219K
|
+1,158
|
New
|
|
|
2012
|
WBH Advisory
Baltimore,
Maryland
|
$210K
|
+$218K
|
+1,152
|
New
|
|
|
2013
|
KCM Investment Advisors
Greenbrae,
California
|
$209K
|
-$151K
|
-800
|
-41%
|
|
|
2014
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$209K
|
+$217K
|
+1,150
|
New
|
|
|
2015
|
Bridgewealth Advisory Group
Fresno,
California
|
$209K
|
+$196K
|
+1,036
|
New
|
|
|
2016
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$209K
|
+$217K
|
+1,149
|
New
|
|
|
2017
|
Breed's Hill Capital
Charlestown,
Massachusetts
|
$209K
|
+$217K
|
+1,149
|
New
|
|
|
2018
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$208K
|
-$113K
|
-597
|
-50%
|
|
|
2019
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$208K
|
-$12.8K
|
-68
|
-6%
|
|
|
2020
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$207K
|
+$215K
|
+1,136
|
New
|
|
|
2021
|
Aspen Grove Capital
Avon,
Colorado
|
$206K
|
+$214K
|
+1,134
|
New
|
|
|
2022
|
Capasso Planning Partners
Charleston,
South Carolina
|
$206K
|
-$29.1K
|
-154
|
-12%
|
|
|
2023
|
Prospect Financial Services
Melville,
New York
|
$205K
|
+$213K
|
+1,126
|
New
|
|
|
2024
|
Insight Inv LLC
El Segundo,
California
|
$205K
|
+$213K
|
+1,126
|
New
|
|
|
2025
|
Barrett & Company
Providence,
Rhode Island
|
$204K
|
+$2.27K
|
+12
|
+1%
|
|
