|
2001
|
Sellwood Investment Partners
Portland,
Oregon
|
$125K
|
+$118K
|
+1,792
|
New
|
|
|
2002
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$123K
|
–
|
–
|
–
|
|
|
2003
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$123K
|
-$4.73K
|
-72
|
-4%
|
|
|
2004
|
Front Row Advisors
Tiburon,
California
|
$122K
|
–
|
–
|
–
|
|
|
2005
|
Promus Capital
Chicago,
Illinois
|
$121K
|
+$39.1K
|
+596
|
+52%
|
|
|
2006
|
Hollencrest Capital Management
Newport Beach,
California
|
$121K
|
+$6.56K
|
+100
|
+6%
|
|
|
2007
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$119K
|
+$51.2K
|
+780
|
+85%
|
|
|
2008
|
Proathlete Wealth Management
Boca Raton,
Florida
|
$113K
|
+$16K
|
+244
|
+18%
|
|
|
2009
|
NWK Group
San Francisco,
California
|
$113K
|
-$12.1K
|
-184
|
-10%
|
|
|
2010
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$112K
|
+$104K
|
+1,580
|
+5,643%
|
|
|
2011
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$110K
|
-$17.6K
|
-268
|
-15%
|
|
|
2012
|
Birch Capital Management
Dallas,
Texas
|
$109K
|
–
|
–
|
–
|
|
|
2013
|
Pacifica Partners
Surrey,
Canada
|
$108K
|
–
|
–
|
–
|
|
|
2014
|
Provident Wealth Management
Brentwood,
Tennessee
|
$105K
|
–
|
–
|
–
|
|
|
2015
|
Aspect Partners
Fairfax,
Virginia
|
$103K
|
+$94.3K
|
+1,436
|
+4,488%
|
|
|
2016
|
Concord Wealth Partners
Abingdon,
Virginia
|
$102K
|
+$16.5K
|
+252
|
+21%
|
|
|
2017
|
Realta Investment Advisors
Wilmington,
Delaware
|
$98.7K
|
-$66.7K
|
-1,016
|
-42%
|
|
|
2018
|
Bell Investment Advisors
Oakland,
California
|
$98.5K
|
-$20.5K
|
-312
|
-18%
|
|
|
2019
|
CVA Family Office
Denver,
Colorado
|
$94.8K
|
–
|
–
|
–
|
|
|
2020
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$91.2K
|
+$85.6K
|
+1,304
|
New
|
|
|
2021
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$90.8K
|
+$85.1K
|
+1,296
|
New
|
|
|
2022
|
Tucker Asset Management
Littleton,
Colorado
|
$90.7K
|
-$28.1K
|
-428
|
-25%
|
|
|
2023
|
Financial Perspectives
Minneapolis,
Minnesota
|
$90.2K
|
+$23.9K
|
+364
|
+39%
|
|
|
2024
|
Maryland Capital Advisors
Chester,
Maryland
|
$88.4K
|
–
|
–
|
–
|
|
|
2025
|
Centennial Bank
Conway,
Arkansas
|
$88.1K
|
–
|
–
|
–
|
|
