|
2001
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$843K
|
+$282K
|
+622
|
+59%
|
|
|
2002
|
Soltis Investment Advisors
St. George,
Utah
|
$841K
|
+$7.24K
|
+16
|
+1%
|
|
|
2003
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$841K
|
+$57.5K
|
+127
|
+8%
|
|
|
2004
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$841K
|
-$54.3K
|
-120
|
-7%
|
|
|
2005
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$840K
|
+$54.3K
|
+120
|
+8%
|
|
|
2006
|
Foundry Partners
Minneapolis,
Minnesota
|
$839K
|
-$6.79K
|
-15
|
-0.9%
|
|
|
2007
|
LWM Advisory Services
Plantation,
Florida
|
$839K
|
+$756K
|
+1,671
|
New
|
|
|
2008
|
Calton & Associates
Tampa,
Florida
|
$838K
|
-$225K
|
-496
|
-23%
|
|
|
2009
|
CNB Bank
Clearfield,
Pennsylvania
|
$838K
|
-$29.9K
|
-66
|
-4%
|
|
|
2010
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$836K
|
-$11.8K
|
-26
|
-2%
|
|
|
2011
|
Marotta Asset Management
Charlottesville,
Virginia
|
$836K
|
+$96.4K
|
+213
|
+15%
|
|
|
2012
|
Source Financial Advisors
New York
|
$835K
|
-$79.7K
|
-176
|
-10%
|
|
|
2013
|
Scharf Investments
Los Gatos,
California
|
$834K
|
+$752K
|
+1,661
|
New
|
|
|
2014
|
Hellman Jordan Management Company
Quincy,
Massachusetts
|
$832K
|
-$176K
|
-389
|
-19%
|
|
|
2015
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$831K
|
+$13.6K
|
+30
|
+2%
|
|
|
2016
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$831K
|
+$109K
|
+241
|
+17%
|
|
|
2017
|
Thomasville National Bank
Thomasville,
Georgia
|
$826K
|
-$90.5K
|
-200
|
-11%
|
|
|
2018
|
|
$826K
|
+$745K
|
+1,645
|
New
|
|
|
2019
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$824K
|
-$409K
|
-904
|
-36%
|
|
|
2020
|
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
|
$824K
|
-$14.5K
|
-32
|
-2%
|
|
|
2021
|
55I LLC
Boston,
Massachusetts
|
$820K
|
-$1.14M
|
-2,524
|
-61%
|
|
|
2022
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$820K
|
+$453
|
+1
|
+0.1%
|
|
|
2023
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$820K
|
+$165K
|
+365
|
+29%
|
|
|
2024
|
O'Donnell Financial Services
San Rafael,
California
|
$817K
|
–
|
–
|
–
|
|
|
2025
|
Private Portfolio Partners
Paramus,
New Jersey
|
$812K
|
+$44.8K
|
+99
|
+7%
|
|
