|
2001
|
Andrews Advisory Associates
Honolulu,
Hawaii
|
$518K
|
-$228K
|
-1,492
|
-30%
|
|
|
2002
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$517K
|
-$305K
|
-1,995
|
-36%
|
|
|
2003
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$513K
|
+$78.3K
|
+512
|
+17%
|
|
|
2004
|
Kure Advisory
Plymouth,
Minnesota
|
$513K
|
+$612
|
+4
|
+0.1%
|
|
|
2005
|
Colonial Trust
Spartanburg,
South Carolina
|
$513K
|
-$61.5K
|
-402
|
-10%
|
|
|
2006
|
Spring Capital Management
Amarillo,
Texas
|
$512K
|
+$153K
|
+1,000
|
+40%
|
|
|
2007
|
BigSur Wealth Management
Miami,
Florida
|
$512K
|
+$535K
|
+3,500
|
New
|
|
|
2008
|
Holt Capital Partners
Fort Worth,
Texas
|
$512K
|
+$535K
|
+3,500
|
New
|
|
|
2009
|
City Center Advisors LLC
Troy,
Michigan
|
$510K
|
+$92.7K
|
+606
|
+21%
|
|
|
2010
|
Weatherly Asset Management
Del Mar,
California
|
$509K
|
-$9.17K
|
-60
|
-2%
|
|
|
2011
|
Braeburn Wealth Management
Muskegon,
Michigan
|
$507K
|
-$761K
|
-4,977
|
-59%
|
|
|
2012
|
55 North Private Wealth
Winter Park,
Florida
|
$506K
|
+$199K
|
+1,299
|
+60%
|
|
|
2013
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$504K
|
+$53.4K
|
+349
|
+11%
|
|
|
2014
|
ProVise Management Group
Clearwater,
Florida
|
$503K
|
+$45.3K
|
+296
|
+9%
|
|
|
2015
|
DSM Capital Partners
Palm Beach Gardens,
Florida
|
$501K
|
+$156K
|
+1,022
|
+43%
|
|
|
2016
|
One Wealth Advisors
San Francisco,
California
|
$500K
|
+$6.88K
|
+45
|
+1%
|
|
|
2017
|
Variant Private Wealth
Tysons,
Virginia
|
$497K
|
-$516K
|
-3,377
|
-50%
|
|
|
2018
|
Marin Bay Wealth Advisors
San Anselmo,
California
|
$497K
|
-$124K
|
-814
|
-19%
|
|
|
2019
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$497K
|
+$30.4K
|
+199
|
+6%
|
|
|
2020
|
Narus Financial Partners
Salt Lake City,
Utah
|
$497K
|
+$73.8K
|
+483
|
+17%
|
|
|
2021
|
Avalon Capital Management
Port Of Redwood City,
California
|
$497K
|
-$284K
|
-1,860
|
-35%
|
|
|
2022
|
Headland Capital
Mt. Pleasant,
South Carolina
|
$497K
|
-$11.6K
|
-76
|
-2%
|
|
|
2023
|
Equitable Trust
Nashville,
Tennessee
|
$497K
|
+$33.3K
|
+218
|
+7%
|
|
|
2024
|
Veracity Capital
Atlanta,
Georgia
|
$496K
|
-$541K
|
-3,541
|
-51%
|
|
|
2025
|
Prentice Wealth Management
Rochester,
New York
|
$495K
|
+$15.4K
|
+101
|
+3%
|
|
