|
2001
|
Verus Capital Partners
Scottsdale,
Arizona
|
$218K
|
+$210K
|
+2,510
|
New
|
|
|
2002
|
Advisory Alpha
Holland,
Michigan
|
$218K
|
-$14.8K
|
-177
|
-6%
|
|
|
2003
|
McGowan Group Asset Management
Dallas,
Texas
|
$217K
|
–
|
–
|
–
|
|
|
2004
|
Red Cedar Capital
Omaha,
Nebraska
|
$215K
|
–
|
–
|
–
|
|
|
2005
|
Shoker Investment Counsel
Oxford,
Ohio
|
$214K
|
-$19.5K
|
-233
|
-9%
|
|
|
2006
|
Gemmer Asset Management
Walnut Creek,
California
|
$214K
|
-$168
|
-2
|
-0.1%
|
|
|
2007
|
Virginia National Bank
Charlottesville,
Virginia
|
$214K
|
–
|
–
|
–
|
|
|
2008
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$214K
|
+$206K
|
+2,461
|
New
|
|
|
2009
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$214K
|
+$207K
|
+2,471
|
New
|
|
|
2010
|
|
$212K
|
-$532K
|
-6,353
|
-72%
|
|
|
2011
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$212K
|
+$204K
|
+2,436
|
New
|
|
|
2012
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$211K
|
-$26.8K
|
-320
|
-12%
|
|
|
2013
|
Oldfather Financial Services
Kearney,
Nebraska
|
$211K
|
+$198K
|
+2,370
|
New
|
|
|
2014
|
CWA Asset Management Group
Naples,
Florida
|
$211K
|
+$203K
|
+2,425
|
New
|
|
|
2015
|
Amarillo National Bank
Amarillo,
Texas
|
$210K
|
–
|
–
|
–
|
|
|
2016
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$209K
|
-$110K
|
-1,319
|
-35%
|
|
|
2017
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$209K
|
–
|
–
|
–
|
|
|
2018
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$209K
|
–
|
–
|
–
|
|
|
2019
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$208K
|
-$16.6K
|
-198
|
-8%
|
|
|
2020
|
Buckley Wealth Management
Las Vegas,
Nevada
|
$208K
|
–
|
–
|
–
|
|
|
2021
|
HITE Hedge Asset Management
Braintree,
Massachusetts
|
$208K
|
–
|
–
|
–
|
|
|
2022
|
Tolleson Wealth Management
Dallas,
Texas
|
$208K
|
–
|
–
|
–
|
|
|
2023
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$207K
|
+$199K
|
+2,381
|
New
|
|
|
2024
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$207K
|
+$200K
|
+2,385
|
New
|
|
|
2025
|
Smith Capital Management
Little Rock,
Arkansas
|
$206K
|
-$4.27K
|
-51
|
-2%
|
|
