|
2001
|
Bigelow Investment Advisors
Portland,
Maine
|
$948K
|
+$5.49K
|
+12
|
+0.6%
|
|
|
2002
|
Naples Global Advisors
Naples,
Florida
|
$944K
|
-$98.3K
|
-215
|
-10%
|
|
|
2003
|
West Oak Capital
Westlake Village,
California
|
$944K
|
–
|
–
|
–
|
|
|
2004
|
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
|
$943K
|
–
|
–
|
–
|
|
|
2005
|
Boltwood Capital Management
Walnut Creek,
California
|
$941K
|
-$2.74K
|
-6
|
-0.3%
|
|
|
2006
|
Texas Capital Bancshares
Dallas,
Texas
|
$941K
|
-$97.8K
|
-214
|
-10%
|
|
|
2007
|
MJP Associates
Farmington,
Connecticut
|
$940K
|
+$510K
|
+1,115
|
+133%
|
|
|
2008
|
Morningstar Investment Management
Chicago,
Illinois
|
$940K
|
–
|
–
|
–
|
|
|
2009
|
E&G Advisors
Houston,
Texas
|
$937K
|
+$51.7K
|
+113
|
+6%
|
|
|
2010
|
Capital Markets Trading (UK)
London,
United Kingdom
|
$936K
|
+$617K
|
+1,350
|
+228%
|
|
|
2011
|
Gladius Capital Management
Chicago,
Illinois
|
$935K
|
+$563K
|
+1,232
|
+174%
|
|
|
2012
|
Elevated Capital Advisors
Sandy,
Utah
|
$935K
|
+$51.7K
|
+113
|
+6%
|
|
|
2013
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$933K
|
–
|
–
|
–
|
|
|
2014
|
Hemington Wealth Management
Falls Church,
Virginia
|
$932K
|
-$142K
|
-311
|
-14%
|
|
|
2015
|
Trek Financial
Scottsdale,
Arizona
|
$932K
|
+$251K
|
+548
|
+40%
|
|
|
2016
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$931K
|
-$163K
|
-356
|
-16%
|
|
|
2017
|
MWA Asset Management
Lexington,
Massachusetts
|
$930K
|
+$2.29K
|
+5
|
+0.3%
|
|
|
2018
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$925K
|
-$14.6K
|
-32
|
-2%
|
|
|
2019
|
ICA Group Wealth Management
Denver,
Colorado
|
$924K
|
+$61.7K
|
+135
|
+8%
|
|
|
2020
|
Monument Capital Management
Alexandria,
Virginia
|
$923K
|
-$53.9K
|
-118
|
-6%
|
|
|
2021
|
Kanen Wealth Management
Coconut Creek,
Florida
|
$923K
|
+$457K
|
+1,000
|
+100%
|
|
|
2022
|
Strategic Wealth Partners
Independence,
Ohio
|
$920K
|
+$19.7K
|
+43
|
+2%
|
|
|
2023
|
Waterfront Wealth
Overland Park,
Kansas
|
$919K
|
-$29.7K
|
-65
|
-3%
|
|
|
2024
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$919K
|
+$16.5K
|
+36
|
+2%
|
|
|
2025
|
DDFG Inc
Thousand Oaks,
California
|
$918K
|
–
|
–
|
–
|
|
