|
2001
|
|
$132K
|
+$42.5K
|
+143
|
+35%
|
|
|
2002
|
Cacti Asset Management
Atlanta,
Georgia
|
$127K
|
–
|
–
|
–
|
|
|
2003
|
Manchester Financial
Westlake Village,
California
|
$126K
|
-$11K
|
-37
|
-7%
|
|
|
2004
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$123K
|
+$152K
|
+510
|
New
|
|
|
2005
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$122K
|
-$7.43K
|
-25
|
-5%
|
|
|
2006
|
Barrett Asset Management
New York
|
$121K
|
–
|
–
|
–
|
|
|
2007
|
|
$119K
|
-$44.3M
|
-148,858
|
-100%
|
|
|
2008
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$118K
|
+$83.2K
|
+280
|
+134%
|
|
|
2009
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$116K
|
+$32.1K
|
+108
|
+29%
|
|
|
2010
|
Financial Perspectives
Minneapolis,
Minnesota
|
$115K
|
+$135K
|
+453
|
+1,888%
|
|
|
2011
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$112K
|
-$295K
|
-992
|
-68%
|
|
|
2012
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$112K
|
+$3.87K
|
+13
|
+3%
|
|
|
2013
|
CenterStar Asset Management
Chicago,
Illinois
|
$111K
|
–
|
–
|
–
|
|
|
2014
|
West Paces Advisors
Atlanta,
Georgia
|
$109K
|
-$15.8K
|
-53
|
-10%
|
|
|
2015
|
Darwin Wealth Management
Tampa,
Florida
|
$109K
|
+$135K
|
+453
|
New
|
|
|
2016
|
Aspire Private Capital
Cornelius,
North Carolina
|
$106K
|
-$12.8K
|
-43
|
-9%
|
|
|
2017
|
EARNEST Partners
Atlanta,
Georgia
|
$106K
|
–
|
–
|
–
|
|
|
2018
|
Stephens Investment Management Group
Houston,
Texas
|
$104K
|
–
|
–
|
–
|
|
|
2019
|
Crewe Advisors
Salt Lake City,
Utah
|
$103K
|
–
|
–
|
–
|
|
|
2020
|
Trust Company
Manhattan,
Kansas
|
$102K
|
–
|
–
|
–
|
|
|
2021
|
Bainco International Investors
Boston,
Massachusetts
|
$100K
|
+$123K
|
+415
|
New
|
|
|
2022
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$99K
|
–
|
–
|
–
|
|
|
2023
|
Simon Quick Advisors
Morristown,
New Jersey
|
$98K
|
-$77K
|
-259
|
-39%
|
|
|
2024
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$98K
|
+$13.4K
|
+45
|
+12%
|
|
|
2025
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$97K
|
–
|
–
|
–
|
|
