|
2001
|
W.H. Reaves & Co
Jersey City,
New Jersey
|
$1.13M
|
–
|
–
|
–
|
|
|
2002
|
Westmount Partners
Los Angeles,
California
|
$1.13M
|
+$1.94K
|
+13
|
+0.2%
|
|
|
2003
|
Stableford Capital II
Scottsdale,
Arizona
|
$1.13M
|
+$83.9K
|
+564
|
+8%
|
|
|
2004
|
Advisory Alpha
Holland,
Michigan
|
$1.13M
|
+$47.5K
|
+319
|
+4%
|
|
|
2005
|
River Street Advisors
Aurora,
Illinois
|
$1.13M
|
+$673K
|
+4,522
|
+144%
|
|
|
2006
|
Hodges Capital Management
Dallas,
Texas
|
$1.13M
|
-$823K
|
-5,529
|
-42%
|
|
|
2007
|
Element Wealth
Ridgeland,
Mississippi
|
$1.12M
|
+$31.3K
|
+210
|
+3%
|
|
|
2008
|
Donoghue Forlines
Boston,
Massachusetts
|
$1.12M
|
+$174K
|
+1,170
|
+18%
|
|
|
2009
|
1900 Wealth Management
San Antonio,
Texas
|
$1.12M
|
–
|
–
|
–
|
|
|
2010
|
Court Place Advisors
Ellicott City,
Maryland
|
$1.11M
|
-$37.2K
|
-250
|
-3%
|
|
|
2011
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
$1.11M
|
-$85.1K
|
-572
|
-7%
|
|
|
2012
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$1.1M
|
+$70.4K
|
+473
|
+7%
|
|
|
2013
|
True North Advisors
Dallas,
Texas
|
$1.1M
|
-$412K
|
-2,766
|
-27%
|
|
|
2014
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$1.1M
|
-$87.8K
|
-590
|
-7%
|
|
|
2015
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$1.1M
|
–
|
–
|
–
|
|
|
2016
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$1.1M
|
+$22.5K
|
+151
|
+2%
|
|
|
2017
|
Wolverine Asset Management
Chicago,
Illinois
|
$1.1M
|
+$1.11M
|
+7,450
|
New
|
|
|
2018
|
Centric Wealth Management
Chicago,
Illinois
|
$1.1M
|
-$1.94K
|
-13
|
-0.2%
|
|
|
2019
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$1.09M
|
+$43.2K
|
+290
|
+4%
|
|
|
2020
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.09M
|
-$16.1K
|
-108
|
-1%
|
|
|
2021
|
L2 Asset Management
Wayland,
Massachusetts
|
$1.09M
|
+$37.4K
|
+251
|
+4%
|
|
|
2022
|
PFC Capital Group
Los Angeles,
California
|
$1.08M
|
+$61.8K
|
+415
|
+6%
|
|
|
2023
|
|
$1.08M
|
-$119K
|
-802
|
-10%
|
|
|
2024
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$1.08M
|
-$433K
|
-2,912
|
-28%
|
|
|
2025
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$1.08M
|
-$14.9K
|
-100
|
-1%
|
|
