|
2001
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$494K
|
-$19.6K
|
-417
|
-4%
|
|
|
2002
|
Private Capital Group
West Hartford,
Connecticut
|
$494K
|
-$4.22K
|
-90
|
-0.9%
|
|
|
2003
|
TFC Financial Management
Boston,
Massachusetts
|
$494K
|
–
|
–
|
–
|
|
|
2004
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$492K
|
+$1.41K
|
+30
|
+0.3%
|
|
|
2005
|
Cypress Wealth Services
Palm Desert,
California
|
$491K
|
-$13.2K
|
-282
|
-3%
|
|
|
2006
|
Samalin Investment Counsel
Chappaqua,
New York
|
$491K
|
-$6.06K
|
-129
|
-1%
|
|
|
2007
|
CNB Bank
Clearfield,
Pennsylvania
|
$491K
|
+$6.34K
|
+135
|
+1%
|
|
|
2008
|
Kingsbury Capital Investment Advisors
Wilmette,
Illinois
|
$491K
|
+$464K
|
+9,891
|
New
|
|
|
2009
|
Bessemer Securities
New York
|
$490K
|
–
|
–
|
–
|
|
|
2010
|
Private Wealth Advisors (California)
Fresno,
California
|
$488K
|
-$845
|
-18
|
-0.2%
|
|
|
2011
|
|
$488K
|
–
|
–
|
–
|
|
|
2012
|
KWB Wealth
Redlands,
California
|
$486K
|
–
|
–
|
–
|
|
|
2013
|
Planning Directions
Glen Mills,
Pennsylvania
|
$484K
|
+$145K
|
+3,093
|
+46%
|
|
|
2014
|
Verity & Verity
Beaufort,
South Carolina
|
$483K
|
+$2.11K
|
+45
|
+0.5%
|
|
|
2015
|
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
|
$483K
|
+$140K
|
+2,976
|
+44%
|
|
|
2016
|
Prudent Man Advisors
Naperville,
Illinois
|
$482K
|
-$18.3K
|
-390
|
-4%
|
|
|
2017
|
Titus Wealth Management
Larskpur,
California
|
$482K
|
+$2.68K
|
+57
|
+0.6%
|
|
|
2018
|
Watchman Group
Plano,
Texas
|
$482K
|
+$53.2K
|
+1,134
|
+13%
|
|
|
2019
|
|
$481K
|
–
|
–
|
–
|
|
|
2020
|
CMT Capital Markets Trading
Frankfurt,
Germany
|
$481K
|
+$455K
|
+9,690
|
New
|
|
|
2021
|
Ninepoint Partners
Toronto,
Ontario, Canada
|
$480K
|
-$33.2K
|
-708
|
-7%
|
|
|
2022
|
Endurance Wealth Management
Providence,
Rhode Island
|
$480K
|
-$17.6K
|
-375
|
-4%
|
|
|
2023
|
|
$478K
|
-$98.6K
|
-2,100
|
-18%
|
|
|
2024
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$478K
|
+$452K
|
+9,633
|
New
|
|
|
2025
|
Shufro Rose & Co
New York
|
$476K
|
-$62.3K
|
-1,326
|
-12%
|
|
