|
2001
|
Acima Private Wealth
Richmond,
Virginia
|
$853K
|
–
|
–
|
–
|
|
|
2002
|
Southport Capital Management
Chattanooga,
Tennessee
|
$850K
|
+$24.5K
|
+134
|
+3%
|
|
|
2003
|
Willow Creek Wealth Management
Sebastopol,
California
|
$848K
|
-$7.49K
|
-41
|
-0.9%
|
|
|
2004
|
Peregrine Asset Advisers
Portland,
Oregon
|
$847K
|
–
|
–
|
–
|
|
|
2005
|
|
$847K
|
+$346K
|
+1,896
|
+76%
|
|
|
2006
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$839K
|
+$793K
|
+4,343
|
New
|
|
|
2007
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$838K
|
-$58.6K
|
-321
|
-7%
|
|
|
2008
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$838K
|
+$77.6K
|
+425
|
+11%
|
|
|
2009
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$837K
|
+$559K
|
+3,058
|
+240%
|
|
|
2010
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$837K
|
+$791K
|
+4,331
|
New
|
|
|
2011
|
Swift Run Capital Management
Charlottesville,
Virginia
|
$833K
|
-$101K
|
-553
|
-11%
|
|
|
2012
|
Private Advisory Group
Redmond,
Washington
|
$833K
|
+$489K
|
+2,674
|
+163%
|
|
|
2013
|
Berkeley Capital Partners
Milton,
Georgia
|
$832K
|
-$4.75K
|
-26
|
-0.6%
|
|
|
2014
|
Gilbert & Cook
West Des Moines,
Iowa
|
$832K
|
+$113K
|
+617
|
+17%
|
|
|
2015
|
WFA of San Diego
San Diego,
California
|
$832K
|
+$739K
|
+4,046
|
New
|
|
|
2016
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$827K
|
+$270K
|
+1,476
|
+53%
|
|
|
2017
|
|
$821K
|
+$777K
|
+4,252
|
New
|
|
|
2018
|
Krilogy Financial
St. Louis,
Missouri
|
$820K
|
-$711K
|
-3,892
|
-48%
|
|
|
2019
|
Lindbrook Capital
Calabasas,
California
|
$816K
|
-$47K
|
-257
|
-6%
|
|
|
2020
|
HWG Holdings
Houston,
Texas
|
$816K
|
+$771K
|
+4,222
|
New
|
|
|
2021
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$814K
|
+$770K
|
+4,214
|
New
|
|
|
2022
|
Bigelow Investment Advisors
Portland,
Maine
|
$812K
|
-$125K
|
-685
|
-14%
|
|
|
2023
|
S.A. Mason
Holland,
Michigan
|
$812K
|
-$65.8K
|
-360
|
-8%
|
|
|
2024
|
Foundry Partners
Minneapolis,
Minnesota
|
$811K
|
-$288K
|
-1,575
|
-27%
|
|
|
2025
|
Wedgewood Investors
Erie,
Pennsylvania
|
$811K
|
–
|
–
|
–
|
|
