|
2001
|
Oldfather Financial Services
Kearney,
Nebraska
|
$939K
|
-$1.45K
|
-3
|
-0.2%
|
|
|
2002
|
Avory & Company
Miami,
Florida
|
$939K
|
+$888K
|
+1,841
|
New
|
|
|
2003
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$938K
|
+$290K
|
+601
|
+49%
|
|
|
2004
|
GFG Capital
Miami,
Florida
|
$929K
|
-$307K
|
-636
|
-26%
|
|
|
2005
|
Northwest Bancshares
Warren,
Pennsylvania
|
$929K
|
–
|
–
|
–
|
|
|
2006
|
TCM Advisors
Martinsburg,
West Virginia
|
$927K
|
-$972K
|
-2,016
|
Closed
|
|
|
2007
|
One Wealth Advisors
San Francisco,
California
|
$924K
|
+$272K
|
+564
|
+45%
|
|
|
2008
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$923K
|
-$393K
|
-814
|
-31%
|
|
|
2009
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$916K
|
+$2.89K
|
+6
|
+0.3%
|
|
|
2010
|
Paloma Partners
Greenwich,
Connecticut
|
$915K
|
-$573K
|
-1,189
|
-40%
|
|
|
2011
|
Summit Trail Advisors
New York
|
$915K
|
+$222K
|
+460
|
+34%
|
|
|
2012
|
Xcel Wealth Management
Holly Hill,
Florida
|
$914K
|
-$9.65K
|
-20
|
-1%
|
|
|
2013
|
Eudaimonia Advisors
Winchester,
Tennessee
|
$914K
|
–
|
–
|
–
|
|
|
2014
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$911K
|
+$2.41K
|
+5
|
+0.3%
|
|
|
2015
|
Brown Capital Management
Baltimore,
Maryland
|
$910K
|
–
|
–
|
–
|
|
|
2016
|
Virginia Wealth Management Group
Virginia Beach,
Virginia
|
$909K
|
+$482
|
+1
|
+0.1%
|
|
|
2017
|
Everett Harris & Co
Los Angeles,
California
|
$907K
|
+$39.5K
|
+82
|
+5%
|
|
|
2018
|
Scharf Investments
Los Gatos,
California
|
$907K
|
+$56.9K
|
+118
|
+7%
|
|
|
2019
|
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
$907K
|
+$360K
|
+746
|
+72%
|
|
|
2020
|
MCF Advisors
Covington,
Kentucky
|
$907K
|
+$858K
|
+1,779
|
New
|
|
|
2021
|
First Pacific Financial
Vancouver,
Washington
|
$906K
|
-$78.1K
|
-162
|
-8%
|
|
|
2022
|
Patron Partners
Houston,
Texas
|
$900K
|
+$19.3K
|
+40
|
+2%
|
|
|
2023
|
Kellett Wealth Advisors
Cincinnati,
Ohio
|
$898K
|
-$101K
|
-210
|
-11%
|
|
|
2024
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$898K
|
-$56.9K
|
-118
|
-6%
|
|
|
2025
|
Thomasville National Bank
Thomasville,
Georgia
|
$898K
|
+$55.5K
|
+115
|
+7%
|
|
