|
2001
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$1.3M
|
+$552
|
+3
|
+0%
|
|
|
2002
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$1.29M
|
-$12K
|
-65
|
-0.9%
|
|
|
2003
|
Westbourne Investments
Alexandria,
Virginia
|
$1.29M
|
+$1.34M
|
+7,285
|
New
|
|
|
2004
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$1.29M
|
+$563K
|
+3,064
|
+73%
|
|
|
2005
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$1.29M
|
+$166K
|
+905
|
+14%
|
|
|
2006
|
SNS Financial Group
Minneapolis,
Minnesota
|
$1.29M
|
-$21.3K
|
-116
|
-2%
|
|
|
2007
|
Nautilus Advisors
La Jolla,
California
|
$1.29M
|
+$1.33M
|
+7,260
|
New
|
|
|
2008
|
Sendero Wealth Management
San Antonio,
Texas
|
$1.29M
|
+$130K
|
+706
|
+11%
|
|
|
2009
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$1.29M
|
-$8.46K
|
-46
|
-0.6%
|
|
|
2010
|
Trek Financial
Scottsdale,
Arizona
|
$1.29M
|
+$179K
|
+974
|
+16%
|
|
|
2011
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$1.29M
|
-$14.5K
|
-79
|
-1%
|
|
|
2012
|
Mendel Capital Management
Little Rock,
Arkansas
|
$1.29M
|
+$5.33K
|
+29
|
+0.4%
|
|
|
2013
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$1.29M
|
+$194K
|
+1,054
|
+17%
|
|
|
2014
|
Elevate Capital Advisors
Eagle,
Colorado
|
$1.29M
|
+$1.33M
|
+7,233
|
New
|
|
|
2015
|
LifeSteps Financial
Claremont,
California
|
$1.29M
|
-$34.2K
|
-186
|
-3%
|
|
|
2016
|
Liberty Wealth Management
Oakland,
California
|
$1.28M
|
+$7.35K
|
+40
|
+0.6%
|
|
|
2017
|
Patron Partners
Houston,
Texas
|
$1.28M
|
+$114K
|
+618
|
+9%
|
|
|
2018
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$1.28M
|
+$30.7K
|
+167
|
+2%
|
|
|
2019
|
Freemont Management
Vaud,
Switzerland
|
$1.28M
|
–
|
–
|
–
|
|
|
2020
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$1.28M
|
+$39.2K
|
+213
|
+3%
|
|
|
2021
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$1.28M
|
+$56.6K
|
+308
|
+4%
|
|
|
2022
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$1.28M
|
-$27.6K
|
-150
|
-2%
|
|
|
2023
|
Foster Group
West Des Moines,
Iowa
|
$1.28M
|
-$214K
|
-1,162
|
-14%
|
|
|
2024
|
Quotient Wealth Partners
Dallas,
Texas
|
$1.28M
|
+$166K
|
+902
|
+14%
|
|
|
2025
|
Copperwynd Financial
Scottsdale,
Arizona
|
$1.27M
|
+$1.32M
|
+7,161
|
New
|
|
