|
2001
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$600K
|
+$6.57K
|
+117
|
+1%
|
|
|
2002
|
Stelac Advisory Services
New York
|
$599K
|
+$187K
|
+3,341
|
+44%
|
|
|
2003
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$598K
|
-$81.8K
|
-1,457
|
-12%
|
|
|
2004
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$598K
|
-$19.6K
|
-350
|
-3%
|
|
|
2005
|
S.A. Mason
Holland,
Michigan
|
$595K
|
–
|
–
|
–
|
|
|
2006
|
First Bancorp
Damariscotta,
Maine
|
$592K
|
+$611K
|
+10,887
|
New
|
|
|
2007
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$591K
|
+$9.71K
|
+173
|
+2%
|
|
|
2008
|
Delta Asset Management
Memphis,
Tennessee
|
$590K
|
-$5.61K
|
-100
|
-0.9%
|
|
|
2009
|
Mengis Capital Management
Portland,
Oregon
|
$588K
|
-$44.9K
|
-800
|
-7%
|
|
|
2010
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$588K
|
+$28.1K
|
+500
|
+5%
|
|
|
2011
|
Jones Financial Companies
Des Peres,
Missouri
|
$587K
|
+$34.8K
|
+620
|
+6%
|
|
|
2012
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$587K
|
+$606K
|
+10,792
|
New
|
|
|
2013
|
Patron Partners
Houston,
Texas
|
$586K
|
+$10.7K
|
+190
|
+2%
|
|
|
2014
|
Foster Group
West Des Moines,
Iowa
|
$585K
|
+$112
|
+2
|
+0%
|
|
|
2015
|
Pettee Investors
Rowayton,
Connecticut
|
$584K
|
–
|
–
|
–
|
|
|
2016
|
|
$583K
|
-$53.3K
|
-950
|
-8%
|
|
|
2017
|
Asset Management Group
Stamford,
Connecticut
|
$583K
|
-$51.7K
|
-921
|
-8%
|
|
|
2018
|
Powell Investment Advisors
Miami,
Florida
|
$583K
|
–
|
–
|
–
|
|
|
2019
|
Ferris Capital
Marlborough,
Massachusetts
|
$583K
|
+$576K
|
+10,267
|
New
|
|
|
2020
|
Tarbox Family Office
Newport Beach,
California
|
$581K
|
-$10.3K
|
-184
|
-2%
|
|
|
2021
|
Parkside Advisors
Berkeley,
California
|
$580K
|
–
|
–
|
–
|
|
|
2022
|
Private Capital Group
West Hartford,
Connecticut
|
$579K
|
+$8.25K
|
+147
|
+1%
|
|
|
2023
|
MA Private Wealth
San Carlos,
California
|
$579K
|
+$59.5K
|
+1,060
|
+11%
|
|
|
2024
|
Garde Capital
Seattle,
Washington
|
$579K
|
+$165K
|
+2,949
|
+38%
|
|
|
2025
|
Xcel Wealth Management
Holly Hill,
Florida
|
$576K
|
+$177K
|
+3,150
|
+42%
|
|
