|
2001
|
American National Bank & Trust
Wichita Falls,
Texas
|
$173K
|
+$146K
|
+3,021
|
+716%
|
|
|
2002
|
Tower Research Capital (TRC)
New York
|
$171K
|
+$153K
|
+3,174
|
+1,323%
|
|
|
2003
|
Colonial Trust
Spartanburg,
South Carolina
|
$169K
|
-$9.22K
|
-191
|
-5%
|
|
|
2004
|
Gables Capital Management
Miami,
Florida
|
$168K
|
+$41.8K
|
+865
|
+35%
|
|
|
2005
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$166K
|
–
|
–
|
–
|
|
|
2006
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$165K
|
+$159K
|
+3,294
|
New
|
|
|
2007
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$164K
|
+$158K
|
+3,279
|
New
|
|
|
2008
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$159K
|
–
|
–
|
–
|
|
|
2009
|
Union Savings Bank
Litchfield,
Connecticut
|
$158K
|
–
|
–
|
–
|
|
|
2010
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$158K
|
–
|
–
|
–
|
|
|
2011
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$155K
|
+$31.4K
|
+650
|
+27%
|
|
|
2012
|
MCF Advisors
Covington,
Kentucky
|
$154K
|
-$33.5K
|
-694
|
-18%
|
|
|
2013
|
Signature Resources Capital Management
Newport Beach,
California
|
$147K
|
–
|
–
|
–
|
|
|
2014
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$138K
|
+$42.1K
|
+871
|
+46%
|
|
|
2015
|
Rothschild Investment LLC
Chicago,
Illinois
|
$134K
|
+$115K
|
+2,386
|
+828%
|
|
|
2016
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$133K
|
-$9.46K
|
-196
|
-7%
|
|
|
2017
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$128K
|
–
|
–
|
–
|
|
|
2018
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$128K
|
+$127K
|
+2,639
|
New
|
|
|
2019
|
RFP Financial Group
Atlanta,
Georgia
|
$125K
|
–
|
–
|
–
|
|
|
2020
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$125K
|
-$1.59K
|
-33
|
-1%
|
|
|
2021
|
Rain Capital Management
Lake Oswego,
Oregon
|
$114K
|
+$628
|
+13
|
+0.6%
|
|
|
2022
|
Pacifica Partners
Surrey,
Canada
|
$108K
|
-$4.3K
|
-89
|
-4%
|
|
|
2023
|
BNP Paribas Financial Markets
Paris,
France
|
$102K
|
+$1.35K
|
+28
|
+1%
|
|
|
2024
|
Bruce G. Allen Investments
Denver,
Colorado
|
$102K
|
+$579
|
+12
|
+0.6%
|
|
|
2025
|
Elevation Wealth Partners
Santa Rosa,
California
|
$100K
|
-$1.64K
|
-34
|
-2%
|
|
