|
2001
|
Eagle Global Advisors
Houston,
Texas
|
$405K
|
–
|
–
|
–
|
|
|
2002
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$405K
|
+$583
|
+5
|
+0.1%
|
|
|
2003
|
Montis Financial
Waltham,
Massachusetts
|
$405K
|
+$21.8K
|
+187
|
+6%
|
|
|
2004
|
Alesco Advisors
Pittsford,
New York
|
$402K
|
–
|
–
|
–
|
|
|
2005
|
Hayden Royal
Charlotte,
North Carolina
|
$402K
|
+$233
|
+2
|
+0.1%
|
|
|
2006
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$401K
|
–
|
–
|
–
|
|
|
2007
|
KFA Private Wealth Group
Tysons,
Virginia
|
$401K
|
+$12.8K
|
+110
|
+3%
|
|
|
2008
|
Clear Perspective Advisors
Aurora,
Illinois
|
$399K
|
-$31.5K
|
-270
|
-7%
|
|
|
2009
|
Centric Wealth Management
Chicago,
Illinois
|
$397K
|
-$220K
|
-1,890
|
-36%
|
|
|
2010
|
Franklin Street Advisors
Chapel Hill,
North Carolina
|
$397K
|
+$466
|
+4
|
+0.1%
|
|
|
2011
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$395K
|
+$52.5K
|
+450
|
+15%
|
|
|
2012
|
Kercheville Advisors
San Antonio,
Texas
|
$394K
|
-$34.9K
|
-299
|
-8%
|
|
|
2013
|
Fiducient Advisors
Chicago,
Illinois
|
$394K
|
-$4.66K
|
-40
|
-1%
|
|
|
2014
|
Systematic Financial Management
Teaneck,
New Jersey
|
$394K
|
–
|
–
|
–
|
|
|
2015
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$393K
|
+$8.16K
|
+70
|
+2%
|
|
|
2016
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$389K
|
+$117
|
+1
|
+0%
|
|
|
2017
|
FAS Wealth Partners
Leawood,
Kansas
|
$389K
|
+$4.55K
|
+39
|
+1%
|
|
|
2018
|
Aufman Associates
Sewickley,
Pennsylvania
|
$388K
|
-$15K
|
-129
|
-4%
|
|
|
2019
|
Weybosset Research & Management
Province,
Rhode Island
|
$388K
|
+$35K
|
+300
|
+10%
|
|
|
2020
|
Moseley Investment Management
Bradenton,
Florida
|
$387K
|
-$1.11M
|
-9,489
|
-74%
|
|
|
2021
|
Citizens Business Bank
Ontario,
California
|
$387K
|
-$23.3K
|
-200
|
-6%
|
|
|
2022
|
ETF Managers Group
Summit,
New Jersey
|
$387K
|
+$21.1K
|
+181
|
+6%
|
|
|
2023
|
AssetMark Inc
Concord,
California
|
$386K
|
+$19.7K
|
+169
|
+5%
|
|
|
2024
|
Annandale Capital
Dallas,
Texas
|
$385K
|
-$14.9K
|
-128
|
-4%
|
|
|
2025
|
Mirador Capital Partners
Pleasanton,
California
|
$384K
|
-$24.2K
|
-208
|
-6%
|
|
