|
2001
|
Holderness Investments Company
Greensboro,
North Carolina
|
$3.01M
|
-$105K
|
-190
|
-3%
|
|
|
2002
|
Paladin Advisory Group
Clive,
Iowa
|
$3.01M
|
-$2.77K
|
-5
|
-0.1%
|
|
|
2003
|
Williams & Novak
Westlake Village,
California
|
$3M
|
-$30.4K
|
-55
|
-1%
|
|
|
2004
|
Douglass Winthrop Advisors
New York
|
$3M
|
+$211K
|
+382
|
+8%
|
|
|
2005
|
Leeward Financial Partners
Bellevue,
Washington
|
$2.99M
|
–
|
–
|
–
|
|
|
2006
|
Summit Financial Strategies
Columbus,
Ohio
|
$2.99M
|
+$2.77K
|
+5
|
+0.1%
|
|
|
2007
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$2.99M
|
-$5.53K
|
-10
|
-0.2%
|
|
|
2008
|
McDaniel Terry & Co
Austin,
Texas
|
$2.98M
|
+$767K
|
+1,387
|
+36%
|
|
|
2009
|
Parsons Capital Management
Providence,
Rhode Island
|
$2.98M
|
+$7.19K
|
+13
|
+0.3%
|
|
|
2010
|
Peterson Wealth Services
South Ogden,
Utah
|
$2.98M
|
+$1.11K
|
+2
|
+0%
|
|
|
2011
|
Sather Financial Group
Victoria,
Texas
|
$2.98M
|
-$940K
|
-1,700
|
-25%
|
|
|
2012
|
GW&K Investment Management
Boston,
Massachusetts
|
$2.98M
|
+$129K
|
+234
|
+5%
|
|
|
2013
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$2.98M
|
-$306K
|
-554
|
-10%
|
|
|
2014
|
Cottage Street Advisors
Marion,
Massachusetts
|
$2.98M
|
-$29.3K
|
-53
|
-1%
|
|
|
2015
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$2.97M
|
+$61.9K
|
+112
|
+2%
|
|
|
2016
|
Prelude Capital Management
New York
|
$2.97M
|
+$603K
|
+1,091
|
+27%
|
|
|
2017
|
Sittner & Nelson
Eugene,
Oregon
|
$2.97M
|
-$12.2K
|
-22
|
-0.4%
|
|
|
2018
|
Watershed Private Wealth
Oak Brook,
Illinois
|
$2.97M
|
–
|
–
|
–
|
|
|
2019
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$2.96M
|
–
|
–
|
–
|
|
|
2020
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$2.96M
|
+$545K
|
+985
|
+17%
|
|
|
2021
|
Compass Wealth Management
Guilford,
Connecticut
|
$2.94M
|
-$29.3K
|
-53
|
-1%
|
|
|
2022
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$2.94M
|
+$13.8K
|
+25
|
+0.5%
|
|
|
2023
|
Aviance Capital Partners
Naples,
Florida
|
$2.94M
|
-$133K
|
-240
|
-4%
|
|
|
2024
|
KFA Private Wealth Group
Tysons,
Virginia
|
$2.94M
|
-$26K
|
-47
|
-0.9%
|
|
|
2025
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$2.94M
|
–
|
–
|
–
|
|
