|
2001
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$515K
|
+$11K
|
+59
|
+2%
|
|
|
2002
|
King Wealth Management Group
Naples,
Florida
|
$515K
|
-$738K
|
-3,945
|
-59%
|
|
|
2003
|
Capital Performance Advisors
Walnut Creek,
California
|
$513K
|
+$105K
|
+562
|
+25%
|
|
|
2004
|
Purus Wealth Management
Newport Beach,
California
|
$513K
|
+$43.8K
|
+234
|
+9%
|
|
|
2005
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$511K
|
+$517K
|
+2,764
|
New
|
|
|
2006
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$510K
|
-$69.6K
|
-372
|
-12%
|
|
|
2007
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$510K
|
+$140K
|
+746
|
+37%
|
|
|
2008
|
VarCov Co
Darien,
Connecticut
|
$509K
|
+$193K
|
+1,033
|
+60%
|
|
|
2009
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$509K
|
-$15.9K
|
-85
|
-3%
|
|
|
2010
|
First Community Trust
Dubuque,
Iowa
|
$508K
|
–
|
–
|
–
|
|
|
2011
|
Tidemark
San Diego,
California
|
$508K
|
+$561
|
+3
|
+0.1%
|
|
|
2012
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$508K
|
+$4.11K
|
+22
|
+0.8%
|
|
|
2013
|
Twin City Private Wealth
Winston-Salem,
North Carolina
|
$507K
|
-$485K
|
-2,591
|
-49%
|
|
|
2014
|
First Bancorp
Damariscotta,
Maine
|
$507K
|
+$89.4K
|
+478
|
+21%
|
|
|
2015
|
Clear Creek Financial Management
Silverdale,
Washington
|
$507K
|
-$44.3K
|
-237
|
-8%
|
|
|
2016
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$506K
|
-$275K
|
-1,471
|
-35%
|
|
|
2017
|
Virtue Capital Management
Brentwood,
Tennessee
|
$505K
|
-$116K
|
-620
|
-18%
|
|
|
2018
|
Insight Advisors
Newtown,
Pennsylvania
|
$503K
|
-$100K
|
-537
|
-16%
|
|
|
2019
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$503K
|
+$32.9K
|
+176
|
+7%
|
|
|
2020
|
Stratos Investment Management
Beachwood,
Ohio
|
$503K
|
+$161K
|
+863
|
+46%
|
|
|
2021
|
Fayez Sarofim & Co
Houston,
Texas
|
$502K
|
–
|
–
|
–
|
|
|
2022
|
Raleigh Capital Management
Cary,
North Carolina
|
$502K
|
-$31.2K
|
-167
|
-6%
|
|
|
2023
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$502K
|
–
|
–
|
–
|
|
|
2024
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$501K
|
+$30.5K
|
+163
|
+6%
|
|
|
2025
|
Register Financial Advisors
Atlanta,
Georgia
|
$501K
|
-$2.43K
|
-13
|
-0.5%
|
|
