|
2001
|
W.H. Reaves & Co
Jersey City,
New Jersey
|
$1.2M
|
–
|
–
|
–
|
|
|
2002
|
Westmount Partners
Los Angeles,
California
|
$1.2M
|
+$43.1K
|
+270
|
+4%
|
|
|
2003
|
iSAM Funds (UK)
London,
United Kingdom
|
$1.2M
|
+$1.22M
|
+7,664
|
New
|
|
|
2004
|
Aureus Asset Management
Boston,
Massachusetts
|
$1.2M
|
+$120K
|
+750
|
+11%
|
|
|
2005
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$1.2M
|
-$765K
|
-4,800
|
-39%
|
|
|
2006
|
Red Spruce Capital
Berwyn,
Pennsylvania
|
$1.2M
|
-$21K
|
-132
|
-2%
|
|
|
2007
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$1.2M
|
-$16.7K
|
-105
|
-1%
|
|
|
2008
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$1.19M
|
-$34.1K
|
-214
|
-3%
|
|
|
2009
|
Simon Quick Advisors
Morristown,
New Jersey
|
$1.19M
|
-$157K
|
-983
|
-11%
|
|
|
2010
|
1900 Wealth Management
San Antonio,
Texas
|
$1.19M
|
-$28.5K
|
-179
|
-2%
|
|
|
2011
|
Capasso Planning Partners
Charleston,
South Carolina
|
$1.19M
|
+$1.21M
|
+7,607
|
New
|
|
|
2012
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$1.19M
|
–
|
–
|
–
|
|
|
2013
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$1.19M
|
–
|
–
|
–
|
|
|
2014
|
Fortis Group Advisors
Westwood,
New Jersey
|
$1.19M
|
+$197K
|
+1,238
|
+19%
|
|
|
2015
|
Deltec Asset Management
New York
|
$1.19M
|
-$8.93K
|
-56
|
-0.7%
|
|
|
2016
|
Paloma Partners
Greenwich,
Connecticut
|
$1.19M
|
-$2.06M
|
-12,925
|
-63%
|
|
|
2017
|
HFG Wealth Management
The Woodlands,
Texas
|
$1.18M
|
–
|
–
|
–
|
|
|
2018
|
Austin Private Wealth
Austin,
Texas
|
$1.18M
|
-$70.5K
|
-442
|
-6%
|
|
|
2019
|
Angeles Wealth Management
Santa Monica,
California
|
$1.18M
|
+$316K
|
+1,982
|
+36%
|
|
|
2020
|
Waterloo Capital
Austin,
Texas
|
$1.18M
|
+$47.8K
|
+300
|
+4%
|
|
|
2021
|
Accel Wealth Management
Waverly,
Iowa
|
$1.18M
|
+$128K
|
+802
|
+12%
|
|
|
2022
|
Wulff, Hansen & Co
San Rafael,
California
|
$1.18M
|
–
|
–
|
–
|
|
|
2023
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$1.18M
|
-$513K
|
-3,220
|
-30%
|
|
|
2024
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.17M
|
-$43.1K
|
-270
|
-3%
|
|
|
2025
|
Hilltop National Bank
Casper,
Wyoming
|
$1.17M
|
-$17.5K
|
-110
|
-1%
|
|
