|
2001
|
Private Wealth Advisors (California)
Fresno,
California
|
$658K
|
+$980
|
+22
|
+0.1%
|
|
|
2002
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$656K
|
-$25.8K
|
-579
|
-4%
|
|
|
2003
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$655K
|
+$12.6K
|
+283
|
+2%
|
|
|
2004
|
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
|
$655K
|
-$43K
|
-966
|
-6%
|
|
|
2005
|
Sky Investment Group
Hartford,
Connecticut
|
$653K
|
–
|
–
|
–
|
|
|
2006
|
Knollwood Investment Advisory
Hunt Valley,
Maryland
|
$653K
|
–
|
–
|
–
|
|
|
2007
|
Everpar Advisors
Tulsa,
Oklahoma
|
$652K
|
-$57.8K
|
-1,296
|
-8%
|
|
|
2008
|
MV Capital Management
Bethesda,
Maryland
|
$651K
|
+$129K
|
+2,905
|
+23%
|
|
|
2009
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$651K
|
-$55.6K
|
-1,247
|
-7%
|
|
|
2010
|
Opal Wealth Advisors
Jericho,
New York
|
$650K
|
-$7.58K
|
-170
|
-1%
|
|
|
2011
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$648K
|
-$51.5K
|
-1,156
|
-7%
|
|
|
2012
|
Quantbot Technologies
New York
|
$648K
|
+$692K
|
+15,525
|
New
|
|
|
2013
|
Albert D. Mason Inc
Boston,
Massachusetts
|
$647K
|
-$58.2K
|
-1,307
|
-8%
|
|
|
2014
|
Paladin Wealth
Arden Hills,
Minnesota
|
$647K
|
+$47.5K
|
+1,066
|
+7%
|
|
|
2015
|
Elyxium Wealth
San Mateo,
California
|
$646K
|
+$481K
|
+10,798
|
+230%
|
|
|
2016
|
Forte Capital
Rochester,
New York
|
$646K
|
-$7.13K
|
-160
|
-1%
|
|
|
2017
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$644K
|
-$288K
|
-6,457
|
-30%
|
|
|
2018
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
$644K
|
+$687K
|
+15,424
|
New
|
|
|
2019
|
Colonial Trust
Spartanburg,
South Carolina
|
$644K
|
-$63K
|
-1,413
|
-8%
|
|
|
2020
|
PAR Capital Management
Boston,
Massachusetts
|
$638K
|
+$682K
|
+15,300
|
New
|
|
|
2021
|
Warm Springs Advisors
Larkspur,
California
|
$637K
|
-$45
|
-1
|
-0%
|
|
|
2022
|
Bingham Private Wealth
San Francisco,
California
|
$637K
|
+$58.2K
|
+1,307
|
+9%
|
|
|
2023
|
Capula Management
Grand Cayman,
Cayman Islands
|
$636K
|
+$537K
|
+12,053
|
+378%
|
|
|
2024
|
Warburton Capital Management
Tulsa,
Oklahoma
|
$636K
|
+$22.1K
|
+496
|
+3%
|
|
|
2025
|
Maia Wealth
Denver,
Colorado
|
$636K
|
+$10.7K
|
+240
|
+1%
|
|
