|
2001
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$1.01M
|
-$14.2K
|
-29
|
-1%
|
|
|
2002
|
DGS Capital Management
Jersey City,
New Jersey
|
$1.01M
|
+$141K
|
+288
|
+16%
|
|
|
2003
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$1.01M
|
–
|
–
|
–
|
|
|
2004
|
Cardiff Park Advisors
Carlsbad,
California
|
$1.01M
|
+$103K
|
+210
|
+11%
|
|
|
2005
|
Simon Quick Advisors
Morristown,
New Jersey
|
$998K
|
+$119K
|
+244
|
+13%
|
|
|
2006
|
Clean Yield Group
Norwich,
Vermont
|
$996K
|
–
|
–
|
–
|
|
|
2007
|
Lokken Investment Group
Lewes,
Delaware
|
$996K
|
+$32.3K
|
+66
|
+3%
|
|
|
2008
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$994K
|
+$136K
|
+278
|
+15%
|
|
|
2009
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$993K
|
-$1.29M
|
-2,631
|
-56%
|
|
|
2010
|
DRW Securities
Chicago,
Illinois
|
$989K
|
-$990K
|
-2,024
|
-50%
|
|
|
2011
|
Washington Capital Management
Seattle,
Washington
|
$987K
|
-$266K
|
-545
|
-21%
|
|
|
2012
|
Harris Associates
Chicago,
Illinois
|
$987K
|
-$48.9K
|
-100
|
-5%
|
|
|
2013
|
RFP Financial Group
Atlanta,
Georgia
|
$987K
|
+$822K
|
+1,682
|
+451%
|
|
|
2014
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$986K
|
-$144K
|
-294
|
-13%
|
|
|
2015
|
Destination Wealth Management
Walnut Creek,
California
|
$984K
|
-$1.49M
|
-3,037
|
-60%
|
|
|
2016
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$983K
|
+$999K
|
+2,044
|
New
|
|
|
2017
|
McLean Asset Management
Tysons,
Virginia
|
$981K
|
+$9.29K
|
+19
|
+0.9%
|
|
|
2018
|
Eagle Strategies
New York
|
$978K
|
+$5.87K
|
+12
|
+0.6%
|
|
|
2019
|
First Capital Advisors Group
Little Silver,
New Jersey
|
$973K
|
-$13.2K
|
-27
|
-1%
|
|
|
2020
|
Richard W. Paul & Associates
Novi,
Michigan
|
$972K
|
+$29.8K
|
+61
|
+3%
|
|
|
2021
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$968K
|
+$24.4K
|
+50
|
+3%
|
|
|
2022
|
Epic Trust Investment Advisors
Richland,
Washington
|
$966K
|
-$288K
|
-588
|
-23%
|
|
|
2023
|
STAR Financial Bank
Fort Wayne,
Indiana
|
$963K
|
+$2.93K
|
+6
|
+0.3%
|
|
|
2024
|
Symmetry Investments
St Helier,
Jersey
|
$961K
|
-$587K
|
-1,200
|
-38%
|
|
|
2025
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$956K
|
+$14.7K
|
+30
|
+2%
|
|
