|
2001
|
New Republic Capital
Charlotte,
North Carolina
|
$380K
|
-$11.4K
|
-68
|
-3%
|
|
|
2002
|
Perennial Investment Advisors
Los Angeles,
California
|
$379K
|
+$7.91K
|
+47
|
+2%
|
|
|
2003
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$379K
|
+$9.93K
|
+59
|
+3%
|
|
|
2004
|
McAlister Sweet & Associates
Houston,
Texas
|
$379K
|
–
|
–
|
–
|
|
|
2005
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$378K
|
+$22.7K
|
+135
|
+6%
|
|
|
2006
|
Atalanta Sosnoff Capital
New York
|
$378K
|
-$2.35K
|
-14
|
-0.6%
|
|
|
2007
|
Vivaldi Capital Management
Chicago,
Illinois
|
$378K
|
+$3.53K
|
+21
|
+0.9%
|
|
|
2008
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$378K
|
-$18.5K
|
-110
|
-4%
|
|
|
2009
|
Latitude Advisors
Vero Beach,
Florida
|
$377K
|
-$23.1K
|
-137
|
-6%
|
|
|
2010
|
Warner Financial
Bethesda,
Maryland
|
$377K
|
–
|
–
|
–
|
|
|
2011
|
Matthew Hamilton Rosenberg
|
$377K
|
+$17K
|
+101
|
+5%
|
|
|
2012
|
Signal Advisors Wealth
Detroit,
Michigan
|
$377K
|
-$552K
|
-3,283
|
-59%
|
|
|
2013
|
Bristlecone Advisors
Bellevue,
Washington
|
$376K
|
-$11.6K
|
-69
|
-3%
|
|
|
2014
|
Wealthcare Capital Management
Richmond,
Virginia
|
$376K
|
+$390K
|
+2,319
|
New
|
|
|
2015
|
Golden State Wealth Management
Santa Ana,
California
|
$375K
|
-$16.2K
|
-96
|
-4%
|
|
|
2016
|
R Squared
Central,
Hong Kong
|
$375K
|
+$389K
|
+2,310
|
New
|
|
|
2017
|
Spinnaker Investment Group
Newport Beach,
California
|
$375K
|
+$41.2K
|
+245
|
+12%
|
|
|
2018
|
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
|
$374K
|
+$388K
|
+2,309
|
New
|
|
|
2019
|
Harrell Investment Partners
Austin,
Texas
|
$373K
|
+$102K
|
+606
|
+36%
|
|
|
2020
|
Legacy Capital Group California
Los Gatos,
California
|
$372K
|
+$91K
|
+541
|
+31%
|
|
|
2021
|
Members Trust
Tampa,
Florida
|
$371K
|
–
|
–
|
–
|
|
|
2022
|
Archford Capital Strategies
Swansea,
Illinois
|
$370K
|
-$171K
|
-1,019
|
-31%
|
|
|
2023
|
Chapin Davis
Baltimore,
Maryland
|
$369K
|
-$5.58M
|
-33,170
|
-94%
|
|
|
2024
|
Richardson Financial Services
Medway,
Massachusetts
|
$368K
|
+$46.1K
|
+274
|
+14%
|
|
|
2025
|
First Financial Bankshares
Abilene,
Texas
|
$367K
|
+$381K
|
+2,265
|
New
|
|
