|
2001
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$282K
|
+$11.4K
|
+71
|
+4%
|
|
|
2002
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$282K
|
+$280K
|
+1,738
|
New
|
|
|
2003
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$281K
|
+$17.1K
|
+106
|
+7%
|
|
|
2004
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$281K
|
+$23.8K
|
+148
|
+9%
|
|
|
2005
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$281K
|
+$46.3K
|
+288
|
+20%
|
|
|
2006
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$280K
|
-$309K
|
-1,921
|
-53%
|
|
|
2007
|
MCF Advisors
Covington,
Kentucky
|
$280K
|
-$5.95K
|
-37
|
-2%
|
|
|
2008
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$278K
|
–
|
–
|
–
|
|
|
2009
|
NCP Inc
La Quinta,
California
|
$278K
|
-$5.05M
|
-31,381
|
-95%
|
|
|
2010
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$278K
|
+$20.9K
|
+130
|
+8%
|
|
|
2011
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$278K
|
+$483
|
+3
|
+0.2%
|
|
|
2012
|
Astoria Portfolio Advisors
New York
|
$278K
|
+$643
|
+4
|
+0.2%
|
|
|
2013
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$277K
|
+$4.5K
|
+28
|
+2%
|
|
|
2014
|
Pacific Sun Financial
Los Angeles,
California
|
$277K
|
+$11.6K
|
+72
|
+4%
|
|
|
2015
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$277K
|
+$3.86K
|
+24
|
+1%
|
|
|
2016
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$276K
|
+$274K
|
+1,704
|
New
|
|
|
2017
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$276K
|
+$14.6K
|
+91
|
+6%
|
|
|
2018
|
Rockland Trust
Hanover,
Massachusetts
|
$276K
|
–
|
–
|
–
|
|
|
2019
|
Buckley Wealth Management
Las Vegas,
Nevada
|
$276K
|
+$16.1K
|
+100
|
+6%
|
|
|
2020
|
Parcion Private Wealth
Bellevue,
Washington
|
$276K
|
+$39.7K
|
+247
|
+17%
|
|
|
2021
|
Washington Trust
Westerly,
Rhode Island
|
$275K
|
-$19.6K
|
-122
|
-7%
|
|
|
2022
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$275K
|
+$15.9K
|
+99
|
+6%
|
|
|
2023
|
Sequent Asset Management
Houston,
Texas
|
$273K
|
–
|
–
|
–
|
|
|
2024
|
TruWealth Advisors
Metairie,
Louisiana
|
$273K
|
+$20.8K
|
+129
|
+8%
|
|
|
2025
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$273K
|
–
|
–
|
–
|
|
