|
2001
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$551K
|
-$12.5K
|
-117
|
-2%
|
|
|
2002
|
White Pine Capital
Bloomington,
Minnesota
|
$550K
|
–
|
–
|
–
|
|
|
2003
|
Renasant Bank
Tupelo,
Mississippi
|
$549K
|
-$78K
|
-729
|
-13%
|
|
|
2004
|
Keystone Financial Planning
Cleveland,
Ohio
|
$549K
|
–
|
–
|
–
|
|
|
2005
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$549K
|
+$91.5K
|
+855
|
+20%
|
|
|
2006
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$548K
|
+$21.7K
|
+203
|
+4%
|
|
|
2007
|
Sonora Investment Management
Tucson,
Arizona
|
$545K
|
-$112K
|
-1,049
|
-17%
|
|
|
2008
|
King Wealth Management Group
Naples,
Florida
|
$545K
|
-$15.2K
|
-142
|
-3%
|
|
|
2009
|
Creative Financial Designs
Kokomo,
Indiana
|
$544K
|
+$37.8K
|
+353
|
+8%
|
|
|
2010
|
Renaissance Investment Group
Lenox,
Massachusetts
|
$543K
|
–
|
–
|
–
|
|
|
2011
|
Financial Advisors
Andover,
Massachusetts
|
$542K
|
+$56.9K
|
+532
|
+12%
|
|
|
2012
|
MJP Associates
Farmington,
Connecticut
|
$541K
|
+$25K
|
+234
|
+5%
|
|
|
2013
|
Krilogy Financial
St. Louis,
Missouri
|
$539K
|
+$32.3K
|
+302
|
+6%
|
|
|
2014
|
Robinson Value Management
San Antonio,
Texas
|
$535K
|
–
|
–
|
–
|
|
|
2015
|
Peak Financial Advisors
Denver,
Colorado
|
$534K
|
-$23.3K
|
-218
|
-4%
|
|
|
2016
|
MBE Wealth Management
Tomah,
Wisconsin
|
$532K
|
-$23.4K
|
-219
|
-4%
|
|
|
2017
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$531K
|
–
|
–
|
–
|
|
|
2018
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$530K
|
+$33.2K
|
+310
|
+7%
|
|
|
2019
|
Community Trust & Investment
Versailles,
Kentucky
|
$529K
|
+$217K
|
+2,028
|
+71%
|
|
|
2020
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$528K
|
-$10.7K
|
-100
|
-2%
|
|
|
2021
|
Klingman & Associates
New York
|
$528K
|
+$5.35K
|
+50
|
+1%
|
|
|
2022
|
Terra Nova Asset Management
New York
|
$527K
|
+$1.93K
|
+18
|
+0.4%
|
|
|
2023
|
Stewart & Patten Company
Lafayette,
California
|
$521K
|
-$53.5K
|
-500
|
-9%
|
|
|
2024
|
Osborne Partners Capital Management
San Francisco,
California
|
$519K
|
-$1.06M
|
-9,927
|
-67%
|
|
|
2025
|
Silvant Capital Management
Atlanta,
Georgia
|
$517K
|
–
|
–
|
–
|
|
