|
2001
|
Vision Capital Management
Portland,
Oregon
|
$266K
|
–
|
–
|
–
|
|
|
2002
|
River Street Advisors
Aurora,
Illinois
|
$266K
|
+$409K
|
+2,160
|
New
|
|
|
2003
|
Carr Financial Group
Worcester,
Massachusetts
|
$265K
|
+$408K
|
+2,154
|
New
|
|
|
2004
|
Curated Wealth Partners
El Segundo,
California
|
$265K
|
-$61.9K
|
-327
|
-13%
|
|
|
2005
|
NFP Retirement Inc
Aliso Viejo,
California
|
$264K
|
–
|
–
|
–
|
|
|
2006
|
Principal Street Partners
Memphis,
Tennessee
|
$264K
|
-$584K
|
-3,085
|
-59%
|
|
|
2007
|
Bray Capital Advisors
Naples,
Florida
|
$263K
|
-$11.9K
|
-63
|
-3%
|
|
|
2008
|
Silverlake Wealth Management
Williston,
Vermont
|
$263K
|
+$157K
|
+829
|
+64%
|
|
|
2009
|
Weaver Consulting Group
Huntington Beach,
California
|
$260K
|
+$21.8K
|
+115
|
+6%
|
|
|
2010
|
Bank of the West
Monterey Park,
California
|
$259K
|
+$71.4K
|
+377
|
+22%
|
|
|
2011
|
Aspire Capital Advisors
Seattle,
Washington
|
$258K
|
+$6.06K
|
+32
|
+2%
|
|
|
2012
|
Castleview Partners
Dallas,
Texas
|
$258K
|
+$71.2K
|
+376
|
+22%
|
|
|
2013
|
Rational Advisors
Huntington,
New York
|
$258K
|
+$379K
|
+2,000
|
+2,083%
|
|
|
2014
|
Northeast Financial Consultants
Westport,
Connecticut
|
$258K
|
+$757
|
+4
|
+0.2%
|
|
|
2015
|
Blodgett Wealth Advisors
Concord,
California
|
$257K
|
-$189K
|
-1,000
|
-32%
|
|
|
2016
|
Cobblestone Capital Advisors
Rochester,
New York
|
$257K
|
+$1.89K
|
+10
|
+0.5%
|
|
|
2017
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$257K
|
+$5.3K
|
+28
|
+1%
|
|
|
2018
|
Schubert & Co
Mckinney,
Texas
|
$256K
|
-$7.01K
|
-37
|
-2%
|
|
|
2019
|
New Millennium Group
Sandy,
Utah
|
$256K
|
-$66.3K
|
-350
|
-14%
|
|
|
2020
|
Ford Financial Group
Fresno,
California
|
$255K
|
+$111K
|
+586
|
+39%
|
|
|
2021
|
Chiron Capital Management
Tallahassee,
Florida
|
$255K
|
+$2.84K
|
+15
|
+0.7%
|
|
|
2022
|
Abacus Wealth Partners
Santa Monica,
California
|
$254K
|
-$1.4M
|
-7,374
|
-78%
|
|
|
2023
|
Alaethes Wealth
Glenbrook,
Nevada
|
$254K
|
-$11.4K
|
-60
|
-3%
|
|
|
2024
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$254K
|
-$6.58M
|
-34,753
|
-96%
|
|
|
2025
|
Register Financial Advisors
Atlanta,
Georgia
|
$253K
|
+$389K
|
+2,057
|
New
|
|
