|
2001
|
Goepper Burkhardt
Greenville,
South Carolina
|
$895K
|
+$4.25K
|
+26
|
+0.5%
|
|
|
2002
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$895K
|
+$317K
|
+1,940
|
+59%
|
|
|
2003
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$893K
|
-$13.2K
|
-81
|
-2%
|
|
|
2004
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$893K
|
–
|
–
|
–
|
|
|
2005
|
HM Capital Management
Clayton,
Missouri
|
$893K
|
+$840K
|
+5,143
|
New
|
|
|
2006
|
Colonial River Investments
Midlothian,
Virginia
|
$892K
|
+$839K
|
+5,137
|
New
|
|
|
2007
|
Opus Capital Group
Cincinnati,
Ohio
|
$891K
|
+$653
|
+4
|
+0.1%
|
|
|
2008
|
Bank of Marin
Novato,
California
|
$889K
|
–
|
–
|
–
|
|
|
2009
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$889K
|
+$9.8K
|
+60
|
+1%
|
|
|
2010
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$886K
|
–
|
–
|
–
|
|
|
2011
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$885K
|
-$490
|
-3
|
-0.1%
|
|
|
2012
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$882K
|
-$16.3K
|
-100
|
-2%
|
|
|
2013
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$882K
|
+$327
|
+2
|
+0%
|
|
|
2014
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$879K
|
–
|
–
|
–
|
|
|
2015
|
Perritt Capital Management
Chicago,
Illinois
|
$878K
|
-$2.45K
|
-15
|
-0.3%
|
|
|
2016
|
MJP Associates
Farmington,
Connecticut
|
$876K
|
+$79.7K
|
+488
|
+11%
|
|
|
2017
|
One Capital Management
Westlake Village,
California
|
$872K
|
-$27.3K
|
-167
|
-3%
|
|
|
2018
|
Larson Financial Group
St Louis,
Missouri
|
$872K
|
+$312K
|
+1,913
|
+62%
|
|
|
2019
|
Childress Capital Advisors
Houston,
Texas
|
$870K
|
-$233K
|
-1,424
|
-22%
|
|
|
2020
|
P.A.W. Capital
Greenwich,
Connecticut
|
$869K
|
-$81.7K
|
-500
|
-9%
|
|
|
2021
|
Cladis Investment Advisory
Billings,
Montana
|
$869K
|
+$817K
|
+5,000
|
New
|
|
|
2022
|
Key Financial Inc
West Chester,
Pennsylvania
|
$868K
|
+$4.74K
|
+29
|
+0.6%
|
|
|
2023
|
Waddell & Associates
Memphis,
Tennessee
|
$867K
|
+$14.4K
|
+88
|
+2%
|
|
|
2024
|
Banco Santander
Madrid,
Spain
|
$864K
|
+$95.7K
|
+586
|
+13%
|
|
|
2025
|
Prelude Capital Management
New York
|
$862K
|
+$810K
|
+4,962
|
New
|
|
