|
2001
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$375K
|
+$30.6K
|
+139
|
+10%
|
|
|
2002
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$374K
|
+$660
|
+3
|
+0.2%
|
|
|
2003
|
RW Investment Management
Eagle,
Idaho
|
$374K
|
–
|
–
|
–
|
|
|
2004
|
Willow Creek Wealth Management
Sebastopol,
California
|
$372K
|
+$333K
|
+1,515
|
New
|
|
|
2005
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$372K
|
–
|
–
|
–
|
|
|
2006
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$372K
|
+$20.2K
|
+92
|
+6%
|
|
|
2007
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$372K
|
+$12.1K
|
+55
|
+4%
|
|
|
2008
|
Gables Capital Management
Miami,
Florida
|
$371K
|
+$20.2K
|
+92
|
+6%
|
|
|
2009
|
Spectrum Wealth Counsel
Indianapolis,
Indiana
|
$370K
|
+$332K
|
+1,508
|
New
|
|
|
2010
|
Secure Asset Management
Troy,
Michigan
|
$370K
|
+$16.1K
|
+73
|
+5%
|
|
|
2011
|
Focused Wealth Management
Newburgh,
New York
|
$370K
|
+$2.64K
|
+12
|
+0.8%
|
|
|
2012
|
Blume Capital Management
Berkeley,
California
|
$368K
|
–
|
–
|
–
|
|
|
2013
|
Holderness Investments Company
Greensboro,
North Carolina
|
$367K
|
+$329K
|
+1,496
|
New
|
|
|
2014
|
St Louis Trust
Saint Louis,
Missouri
|
$366K
|
–
|
–
|
–
|
|
|
2015
|
Robinswood Financial
Kirkland,
Washington
|
$365K
|
–
|
–
|
–
|
|
|
2016
|
Castleview Partners
Dallas,
Texas
|
$364K
|
+$66.8K
|
+304
|
+26%
|
|
|
2017
|
Financial Engines Advisors
Santa Clara,
California
|
$363K
|
-$240K
|
-1,092
|
-42%
|
|
|
2018
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$363K
|
-$33.6K
|
-153
|
-9%
|
|
|
2019
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$360K
|
+$28.4K
|
+129
|
+10%
|
|
|
2020
|
Clearstead Trust
Portland,
Maine
|
$360K
|
+$67.9K
|
+309
|
+27%
|
|
|
2021
|
Regal Investment Advisors
Kentwood,
Michigan
|
$360K
|
-$23.3K
|
-106
|
-7%
|
|
|
2022
|
Horizon Kinetics Asset Management
New York
|
$358K
|
-$198K
|
-900
|
-38%
|
|
|
2023
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$358K
|
–
|
–
|
–
|
|
|
2024
|
Symphony Financial
Houston,
Texas
|
$357K
|
+$12.5K
|
+57
|
+4%
|
|
|
2025
|
Liberty Wealth Management
Oakland,
California
|
$357K
|
-$1.76K
|
-8
|
-0.5%
|
|
