|
2001
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$817K
|
-$317K
|
-950
|
-23%
|
|
|
2002
|
Intrepid Capital Management
Jacksonville Beach,
Florida
|
$817K
|
+$710K
|
+2,129
|
+208%
|
|
|
2003
|
Farnam Financial
Phoenix,
Arizona
|
$817K
|
–
|
–
|
–
|
|
|
2004
|
Meridian Financial Partners
Warrenton,
Virginia
|
$816K
|
-$48.3K
|
-145
|
-4%
|
|
|
2005
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$816K
|
-$243K
|
-728
|
-19%
|
|
|
2006
|
Rovin Capital
Mesa,
Arizona
|
$814K
|
+$450K
|
+1,350
|
+75%
|
|
|
2007
|
Attessa Capital
Tucson,
Arizona
|
$814K
|
+$145K
|
+436
|
+16%
|
|
|
2008
|
Certus Wealth Management
Redwood City,
California
|
$813K
|
+$111K
|
+333
|
+15%
|
|
|
2009
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$812K
|
-$158K
|
-474
|
-13%
|
|
|
2010
|
Grove Bank & Trust
Miami,
Florida
|
$812K
|
+$58K
|
+174
|
+6%
|
|
|
2011
|
Chicago Wealth Management
Chicago,
Illinois
|
$811K
|
+$667
|
+2
|
+0.1%
|
|
|
2012
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$811K
|
–
|
–
|
–
|
|
|
2013
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$810K
|
-$49K
|
-147
|
-4%
|
|
|
2014
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$810K
|
-$91.6K
|
-275
|
-8%
|
|
|
2015
|
Doliver Advisors
Houston,
Texas
|
$810K
|
+$526K
|
+1,579
|
+102%
|
|
|
2016
|
Abbot Financial Management
Andover,
Massachusetts
|
$809K
|
+$90.6K
|
+272
|
+10%
|
|
|
2017
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$808K
|
-$900K
|
-2,702
|
-46%
|
|
|
2018
|
Maple Capital Management
Montpelier,
Vermont
|
$807K
|
+$165K
|
+496
|
+19%
|
|
|
2019
|
Resolute Advisors
San Francisco,
California
|
$806K
|
-$238K
|
-713
|
-19%
|
|
|
2020
|
Chesley Taft & Associates
Chicago,
Illinois
|
$805K
|
+$100K
|
+300
|
+11%
|
|
|
2021
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$804K
|
-$848K
|
-2,546
|
-45%
|
|
|
2022
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$803K
|
+$667K
|
+2,000
|
+182%
|
|
|
2023
|
Life Planning Partners
Jacksonville,
Florida
|
$801K
|
–
|
–
|
–
|
|
|
2024
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$800K
|
-$181K
|
-543
|
-15%
|
|
|
2025
|
Stamos Capital Partners
Menlo Park,
California
|
$800K
|
+$1.03M
|
+3,088
|
New
|
|
