|
2001
|
CapWealth Advisors
Franklin,
Tennessee
|
$2.42M
|
–
|
–
|
–
|
|
|
2002
|
Edgestream Partners
Princeton,
New Jersey
|
$2.42M
|
-$1.68M
|
-2,847
|
-40%
|
|
|
2003
|
Panoramic Investment Advisors
Denver,
Colorado
|
$2.41M
|
+$23.6K
|
+40
|
+0.9%
|
|
|
2004
|
Cobblestone Capital Advisors
Rochester,
New York
|
$2.41M
|
+$201K
|
+341
|
+9%
|
|
|
2005
|
Knightsbridge Asset Management
Newport Beach,
California
|
$2.4M
|
-$7.09K
|
-12
|
-0.3%
|
|
|
2006
|
Silvia McColl Wealth Management
San Diego,
California
|
$2.4M
|
–
|
–
|
–
|
|
|
2007
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$2.4M
|
-$1.48M
|
-2,505
|
-37%
|
|
|
2008
|
Smith Thornton Advisors
Huntsville,
Alabama
|
$2.39M
|
-$175K
|
-296
|
-7%
|
|
|
2009
|
TD Asset Management
Toronto,
Ontario, Canada
|
$2.39M
|
-$74.4K
|
-126
|
-3%
|
|
|
2010
|
Truvestments Capital
Sarasota,
Florida
|
$2.39M
|
+$82.7K
|
+140
|
+3%
|
|
|
2011
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$2.38M
|
-$17.1K
|
-29
|
-0.7%
|
|
|
2012
|
Creative Financial Designs
Kokomo,
Indiana
|
$2.38M
|
-$33.1K
|
-56
|
-1%
|
|
|
2013
|
SOA Wealth Advisors
New York
|
$2.38M
|
-$33.1K
|
-56
|
-1%
|
|
|
2014
|
Van Strum & Towne
San Francisco,
California
|
$2.37M
|
-$174K
|
-295
|
-7%
|
|
|
2015
|
Lincoln Capital
Lincoln,
Nebraska
|
$2.37M
|
+$282K
|
+478
|
+12%
|
|
|
2016
|
FF Advisors
Manhattan Beach,
California
|
$2.36M
|
+$591
|
+1
|
+0%
|
|
|
2017
|
Old North State Trust
Greensboro,
North Carolina
|
$2.36M
|
–
|
–
|
–
|
|
|
2018
|
Delta Financial Group
Basking Ridge,
New Jersey
|
$2.35M
|
+$5.32K
|
+9
|
+0.2%
|
|
|
2019
|
SP Asset Management
Cupertino,
California
|
$2.34M
|
+$7.09K
|
+12
|
+0.3%
|
|
|
2020
|
Curat Global
Springfield,
New Hampshire
|
$2.33M
|
+$2.45M
|
+4,155
|
New
|
|
|
2021
|
Opus Capital Group
Cincinnati,
Ohio
|
$2.33M
|
+$35.4K
|
+60
|
+1%
|
|
|
2022
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$2.33M
|
+$720K
|
+1,219
|
+42%
|
|
|
2023
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$2.32M
|
-$13.6K
|
-23
|
-0.6%
|
|
|
2024
|
Wealthcare Capital Management
Richmond,
Virginia
|
$2.32M
|
-$144K
|
-244
|
-6%
|
|
|
2025
|
Patton Fund Management
Dallas,
Texas
|
$2.32M
|
-$29.2M
|
-49,411
|
-92%
|
|
