|
2001
|
Proficio Capital Partners
Newton,
Massachusetts
|
$1.44M
|
-$484K
|
-855
|
-26%
|
|
|
2002
|
Private Wealth Partners
Mill Valley,
California
|
$1.43M
|
+$170K
|
+300
|
+14%
|
|
|
2003
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.43M
|
-$301K
|
-532
|
-18%
|
|
|
2004
|
Vivaldi Capital Management
Chicago,
Illinois
|
$1.43M
|
+$85.4K
|
+151
|
+7%
|
|
|
2005
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$1.42M
|
-$26K
|
-46
|
-2%
|
|
|
2006
|
OneFund LLC
Saint Petersburg,
Florida
|
$1.42M
|
+$2.83K
|
+5
|
+0.2%
|
|
|
2007
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$1.41M
|
–
|
–
|
–
|
|
|
2008
|
Austin Private Wealth
Austin,
Texas
|
$1.41M
|
+$670K
|
+1,184
|
+96%
|
|
|
2009
|
ICW Investment Advisors
Scottsdale,
Arizona
|
$1.41M
|
+$56K
|
+99
|
+4%
|
|
|
2010
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$1.41M
|
-$41.3K
|
-73
|
-3%
|
|
|
2011
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$1.41M
|
-$26.6K
|
-47
|
-2%
|
|
|
2012
|
United Community Bank
Greenville,
South Carolina
|
$1.41M
|
-$148K
|
-262
|
-10%
|
|
|
2013
|
Financial Engines Advisors
Santa Clara,
California
|
$1.41M
|
-$147K
|
-260
|
-10%
|
|
|
2014
|
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
|
$1.41M
|
+$95.6K
|
+169
|
+8%
|
|
|
2015
|
Wallace Advisory Group
Lafayette,
California
|
$1.41M
|
-$15.3K
|
-27
|
-1%
|
|
|
2016
|
First American Trust
Santa Ana,
California
|
$1.41M
|
+$292K
|
+516
|
+27%
|
|
|
2017
|
Arbor Capital Management (Alaska)
Anchorage,
Alaska
|
$1.4M
|
-$67.9K
|
-120
|
-5%
|
|
|
2018
|
SC&H Financial Advisors
Sparks,
Maryland
|
$1.4M
|
+$566
|
+1
|
+0%
|
|
|
2019
|
Catalyst Capital Advisors
Huntington,
New York
|
$1.4M
|
+$105K
|
+186
|
+8%
|
|
|
2020
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$1.4M
|
–
|
–
|
–
|
|
|
2021
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$1.39M
|
-$36.2K
|
-64
|
-3%
|
|
|
2022
|
Camden National Bank
Camden,
Maine
|
$1.38M
|
+$7.35K
|
+13
|
+0.6%
|
|
|
2023
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$1.38M
|
+$135K
|
+238
|
+11%
|
|
|
2024
|
MBL Wealth
Charlotte,
North Carolina
|
$1.38M
|
+$4.53K
|
+8
|
+0.3%
|
|
|
2025
|
Clarus Group
Houston,
Texas
|
$1.38M
|
-$44.7K
|
-79
|
-3%
|
|
