|
2001
|
Dash Acquisitions
Woodland Hills,
California
|
$920K
|
+$327K
|
+731
|
+53%
|
|
|
2002
|
Roberts Wealth Advisors
Palo Alto,
California
|
$917K
|
+$23.3K
|
+52
|
+3%
|
|
|
2003
|
Alaethes Wealth
Glenbrook,
Nevada
|
$917K
|
-$48.3K
|
-108
|
-5%
|
|
|
2004
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$916K
|
-$162K
|
-363
|
-15%
|
|
|
2005
|
LexAurum Advisors
Overland Park,
Kansas
|
$910K
|
+$59K
|
+132
|
+7%
|
|
|
2006
|
Prosperity Wealth Management
San Ramon,
California
|
$906K
|
+$20.6K
|
+46
|
+2%
|
|
|
2007
|
FMB Wealth Management
Westlake Village,
California
|
$903K
|
–
|
–
|
–
|
|
|
2008
|
Yarbrough Capital
Franklin,
Tennessee
|
$901K
|
–
|
–
|
–
|
|
|
2009
|
Matrix Asset Advisors
White Plains,
New York
|
$897K
|
+$12.5K
|
+28
|
+1%
|
|
|
2010
|
Cable Hill Partners
Portland,
Oregon
|
$897K
|
+$185K
|
+413
|
+25%
|
|
|
2011
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$892K
|
–
|
–
|
–
|
|
|
2012
|
Adero Partners
Pleasanton,
California
|
$886K
|
-$25.9K
|
-58
|
-3%
|
|
|
2013
|
Cabot Wealth Management
Salem,
Massachusetts
|
$878K
|
+$895
|
+2
|
+0.1%
|
|
|
2014
|
Parallax Volatility Advisers
San Francisco,
California
|
$878K
|
-$209K
|
-467
|
-19%
|
|
|
2015
|
Farmers National Bank
Danville,
Kentucky
|
$877K
|
+$6.26K
|
+14
|
+0.7%
|
|
|
2016
|
WESPAC Advisors
Orinda,
California
|
$877K
|
+$466K
|
+1,042
|
+104%
|
|
|
2017
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$877K
|
-$1.79K
|
-4
|
-0.2%
|
|
|
2018
|
Cortland Associates
St Louis,
Missouri
|
$876K
|
-$28.2K
|
-63
|
-3%
|
|
|
2019
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$875K
|
+$48.8K
|
+109
|
+6%
|
|
|
2020
|
Mendel Capital Management
Little Rock,
Arkansas
|
$875K
|
+$25.5K
|
+57
|
+3%
|
|
|
2021
|
Tocqueville Asset Management
New York
|
$868K
|
-$13.4K
|
-30
|
-1%
|
|
|
2022
|
Bennett Selby Investments
Falmouth,
Maine
|
$867K
|
+$284K
|
+636
|
+46%
|
|
|
2023
|
Sanders Morris Harris
Houston,
Texas
|
$866K
|
+$192K
|
+429
|
+27%
|
|
|
2024
|
Rather & Kittrell
Knoxville,
Tennessee
|
$864K
|
+$126K
|
+281
|
+16%
|
|
|
2025
|
Bogart Wealth LLC
Mclean,
Virginia
|
$861K
|
+$35.3K
|
+79
|
+4%
|
|
