|
2001
|
D'Orazio & Associates
Falls Church,
Virginia
|
$165K
|
–
|
–
|
–
|
|
|
2002
|
Simply Money Advisors
Cincinnati,
Ohio
|
$163K
|
+$533
|
+28
|
+0.3%
|
|
|
2003
|
Holt Capital Partners
Fort Worth,
Texas
|
$153K
|
–
|
–
|
–
|
|
|
2004
|
Dunvegan Associates
Santa Barbara,
California
|
$150K
|
+$149K
|
+7,840
|
New
|
|
|
2005
|
Cordasco Financial Network
Naples,
Florida
|
$149K
|
+$53.3K
|
+2,800
|
+56%
|
|
|
2006
|
CKW Financial Group
Honolulu,
Hawaii
|
$138K
|
-$45.3K
|
-2,380
|
-25%
|
|
|
2007
|
Community Financial Services Group
Newport,
Vermont
|
$131K
|
-$109K
|
-5,712
|
-46%
|
|
|
2008
|
TD Capital Management
Memphis,
Tennessee
|
$122K
|
+$533
|
+28
|
+0.4%
|
|
|
2009
|
Financial Advantage
Columbia,
Maryland
|
$120K
|
-$276K
|
-14,504
|
-70%
|
|
|
2010
|
Asset Advisors Corp
Augusta,
Georgia
|
$119K
|
–
|
–
|
–
|
|
|
2011
|
Thompson Davis & Co
Richmond,
Virginia
|
$116K
|
-$466K
|
-24,500
|
-80%
|
|
|
2012
|
Payden & Rygel
Los Angeles,
California
|
$107K
|
–
|
–
|
–
|
|
|
2013
|
Wealthcare Capital Management
Richmond,
Virginia
|
$101K
|
+$18.1K
|
+952
|
+22%
|
|
|
2014
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$93K
|
-$125K
|
-6,580
|
-57%
|
|
|
2015
|
Pier Capital
Stamford,
Connecticut
|
$86K
|
-$11.2K
|
-588
|
-12%
|
|
|
2016
|
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
$86K
|
+$85.7K
|
+4,508
|
New
|
|
|
2017
|
Weaver C. Barksdale & Associates
Nashville,
Tennessee
|
$82K
|
–
|
–
|
–
|
|
|
2018
|
SRH Advisors
Salina,
Kansas
|
$81K
|
–
|
–
|
–
|
|
|
2019
|
|
$80.5K
|
–
|
–
|
–
|
|
|
2020
|
NuWave Investment Management
Parsippany,
New Jersey
|
$72K
|
-$1M
|
-52,752
|
-93%
|
|
|
2021
|
Assured Investment Management
New York
|
$65K
|
-$1.13M
|
-59,332
|
-95%
|
|
|
2022
|
|
$64.3K
|
-$63.5M
|
-3,340,624
|
-50%
|
|
|
2023
|
Copper Rock Capital Partners
Boston,
Massachusetts
|
$62K
|
–
|
–
|
–
|
|
|
2024
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$60K
|
+$59.6K
|
+3,136
|
New
|
|
|
2025
|
Piper Sandler & Co
Minneapolis,
Minnesota
|
$54K
|
-$1.28M
|
-67,200
|
-96%
|
|
