|
2001
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$14K
|
+$14.1K
|
+30
|
New
|
|
|
2002
|
Raffa Wealth Management
Washington,
District of Columbia
|
$14K
|
–
|
–
|
–
|
|
|
2003
|
Halpern Financial
Ashburn,
Virginia
|
$12.1K
|
–
|
–
|
–
|
|
|
2004
|
Cordasco Financial Network
Naples,
Florida
|
$12K
|
-$11.7K
|
-25
|
-50%
|
|
|
2005
|
Creative Financial Designs
Kokomo,
Indiana
|
$12K
|
-$11.3K
|
-24
|
-49%
|
|
|
2006
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$12K
|
-$2.34K
|
-5
|
-17%
|
|
|
2007
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$11K
|
–
|
–
|
–
|
|
|
2008
|
Truehand Inc
Strafford,
New Hampshire
|
$11K
|
–
|
–
|
–
|
|
|
2009
|
Marshall & Sullivan
Seattle,
Washington
|
$10.1K
|
-$2.53M
|
-5,397
|
-53%
|
|
|
2010
|
Old North State Trust
Greensboro,
North Carolina
|
$10K
|
+$7.5K
|
+16
|
+267%
|
|
|
2011
|
Bourgeon Capital Management
Darien,
Connecticut
|
$9K
|
–
|
–
|
–
|
|
|
2012
|
Robbins Farley
Bedford,
New Hampshire
|
$8K
|
+$7.97K
|
+17
|
New
|
|
|
2013
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$7K
|
-$11.7K
|
-25
|
-64%
|
|
|
2014
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$7K
|
–
|
–
|
–
|
|
|
2015
|
Curi Wealth Management
Raleigh,
North Carolina
|
$7K
|
+$7.97K
|
+17
|
New
|
|
|
2016
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$6K
|
+$469
|
+1
|
+9%
|
|
|
2017
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$5K
|
+$4.69K
|
+10
|
New
|
|
|
2018
|
Pacifica Partners
Surrey,
Canada
|
$5K
|
+$4.69K
|
+10
|
New
|
|
|
2019
|
Winch Advisory Services
Appleton,
Wisconsin
|
$5K
|
+$4.69K
|
+10
|
New
|
|
|
2020
|
Defined Wealth Management
Beaverton,
Oregon
|
$5K
|
+$5.16K
|
+11
|
New
|
|
|
2021
|
Inspire Advisors
Meridian,
Idaho
|
$5K
|
+$5.16K
|
+11
|
New
|
|
|
2022
|
Merrion Investment Management
Cranford,
New Jersey
|
$5K
|
+$5.16K
|
+11
|
New
|
|
|
2023
|
CSat Investment Advisory
Detroit,
Michigan
|
$3K
|
-$1.02M
|
-2,174
|
-100%
|
|
|
2024
|
Copeland Capital Management
Conshohocken,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
2025
|
Pacific Center for Financial Services
San Ramon,
California
|
$3K
|
–
|
–
|
–
|
|
