|
2001
|
Pacific Capital Wealth Advisors
Corona,
California
|
$150K
|
–
|
–
|
–
|
|
|
2002
|
Abich Financial Wealth Management
Ashburn,
Virginia
|
$149K
|
+$152K
|
+1,000
|
New
|
|
|
2003
|
Key Financial Inc
West Chester,
Pennsylvania
|
$145K
|
–
|
–
|
–
|
|
|
2004
|
Asset Dedication LLC
San Francisco,
California
|
$145K
|
-$4.1K
|
-27
|
-3%
|
|
|
2005
|
MV Capital Management
Bethesda,
Maryland
|
$144K
|
+$11.7K
|
+77
|
+9%
|
|
|
2006
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$144K
|
+$27.8K
|
+183
|
+23%
|
|
|
2007
|
EntryPoint Capital
New York
|
$143K
|
+$105K
|
+689
|
+251%
|
|
|
2008
|
Davis Capital Management
Jacksonville,
Florida
|
$142K
|
–
|
–
|
–
|
|
|
2009
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$140K
|
-$28M
|
-183,958
|
-99%
|
|
|
2010
|
CNB Bank
Clearfield,
Pennsylvania
|
$137K
|
-$14.7K
|
-97
|
-10%
|
|
|
2011
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$137K
|
+$21.4K
|
+141
|
+18%
|
|
|
2012
|
MilWealth Group
Milwaukee,
Wisconsin
|
$136K
|
–
|
–
|
–
|
|
|
2013
|
West Branch Capital
Amherst,
Massachusetts
|
$135K
|
-$39.5K
|
-260
|
-22%
|
|
|
2014
|
Global Assets Advisory
Orlando,
Florida
|
$135K
|
+$139K
|
+913
|
New
|
|
|
2015
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$134K
|
–
|
–
|
–
|
|
|
2016
|
LifeSteps Financial
Claremont,
California
|
$131K
|
+$134K
|
+881
|
New
|
|
|
2017
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$130K
|
+$35.6K
|
+234
|
+37%
|
|
|
2018
|
Westside Investment Management
Santa Monica,
California
|
$127K
|
-$9.27K
|
-61
|
-7%
|
|
|
2019
|
Toth Financial Advisory
Leesburg,
Virginia
|
$127K
|
-$2.13K
|
-14
|
-2%
|
|
|
2020
|
MCF Advisors
Covington,
Kentucky
|
$126K
|
+$4.56K
|
+30
|
+4%
|
|
|
2021
|
First Pacific Financial
Vancouver,
Washington
|
$125K
|
+$608
|
+4
|
+0.5%
|
|
|
2022
|
General Partner Inc
Pittsburgh,
Pennsylvania
|
$125K
|
+$33.3K
|
+219
|
+35%
|
|
|
2023
|
|
$121K
|
+$124K
|
+817
|
New
|
|
|
2024
|
Optiver Holding
Amsterdam,
Netherlands
|
$118K
|
+$121K
|
+794
|
New
|
|
|
2025
|
Webster Bank
Waterbury,
Connecticut
|
$117K
|
+$760
|
+5
|
+0.6%
|
|
