|
2001
|
Olistico Wealth
Tulsa,
Oklahoma
|
$820K
|
-$8.09K
|
-150
|
-1%
|
|
|
2002
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$819K
|
+$27K
|
+501
|
+3%
|
|
|
2003
|
Holt Capital Partners
Fort Worth,
Texas
|
$817K
|
-$36.4K
|
-675
|
-4%
|
|
|
2004
|
China Universal Asset Management Company
Shanghai,
China
|
$816K
|
+$571K
|
+10,586
|
+230%
|
|
|
2005
|
Rational Advisors
Huntington,
New York
|
$816K
|
-$6.15K
|
-114
|
-0.7%
|
|
|
2006
|
Berger Financial Group
Plymouth,
Minnesota
|
$815K
|
-$27.9K
|
-518
|
-3%
|
|
|
2007
|
True Wealth Design
Akron,
Ohio
|
$815K
|
-$64.1K
|
-1,188
|
-7%
|
|
|
2008
|
Caption Management
Oklahoma City,
Oklahoma
|
$812K
|
-$540K
|
-10,000
|
-40%
|
|
|
2009
|
Jackson Square Capital
San Francisco,
California
|
$811K
|
+$62.1K
|
+1,151
|
+8%
|
|
|
2010
|
Point72 Asset Management
Stamford,
Connecticut
|
$809K
|
+$807K
|
+14,966
|
+19,955%
|
|
|
2011
|
Bridgecreek Investment Management
Tulsa,
Oklahoma
|
$808K
|
+$2K
|
+37
|
+0.2%
|
|
|
2012
|
Financial Advisors Network
Tustin,
California
|
$807K
|
+$810K
|
+15,020
|
New
|
|
|
2013
|
Allen Investment Management
New York
|
$806K
|
–
|
–
|
–
|
|
|
2014
|
RBF Capital
San Francisco,
California
|
$806K
|
–
|
–
|
–
|
|
|
2015
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$804K
|
+$11.3K
|
+210
|
+1%
|
|
|
2016
|
Cherry Creek Investment Advisors
Englewood,
Colorado
|
$803K
|
+$5.18K
|
+96
|
+0.6%
|
|
|
2017
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$802K
|
-$180K
|
-3,342
|
-18%
|
|
|
2018
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$801K
|
-$55.3K
|
-1,025
|
-6%
|
|
|
2019
|
Linden Thomas Advisory Services
Charlotte,
North Carolina
|
$799K
|
+$52.2K
|
+967
|
+7%
|
|
|
2020
|
Strong Tower Advisory Services
Minneapolis,
Minnesota
|
$797K
|
+$10.3K
|
+190
|
+1%
|
|
|
2021
|
TI-Trust
Quincy,
Illinois
|
$794K
|
–
|
–
|
–
|
|
|
2022
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$789K
|
-$33.9K
|
-628
|
-4%
|
|
|
2023
|
Patron Partners
Houston,
Texas
|
$789K
|
+$12.3K
|
+228
|
+2%
|
|
|
2024
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$788K
|
+$66K
|
+1,224
|
+9%
|
|
|
2025
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$786K
|
+$216
|
+4
|
+0%
|
|
