|
2001
|
Fiduciary Planning
Englewood,
Florida
|
$651K
|
+$650K
|
+12,207
|
New
|
|
|
2002
|
Violich Capital Management
San Francisco,
California
|
$648K
|
-$11.3K
|
-213
|
-2%
|
|
|
2003
|
Jefferies Financial Group
New York
|
$648K
|
-$31.3M
|
-588,423
|
-98%
|
|
|
2004
|
Derbend Asset Management
Peachtree City,
Georgia
|
$648K
|
-$11.3K
|
-213
|
-2%
|
|
|
2005
|
Curi RMB Capital
Chicago,
Illinois
|
$647K
|
-$59.9K
|
-1,125
|
-8%
|
|
|
2006
|
Main Street Research
Lakeville,
Connecticut
|
$647K
|
-$3.99K
|
-75
|
-0.6%
|
|
|
2007
|
Hamilton Capital
Columbus,
Ohio
|
$646K
|
-$48.5K
|
-912
|
-7%
|
|
|
2008
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$644K
|
+$361K
|
+6,780
|
+128%
|
|
|
2009
|
Ninepoint Partners
Toronto,
Ontario, Canada
|
$644K
|
–
|
–
|
–
|
|
|
2010
|
Crescent Sterling
Metairie,
Louisiana
|
$643K
|
+$3.83K
|
+72
|
+0.6%
|
|
|
2011
|
Lee Financial
Dallas,
Texas
|
$639K
|
+$5.27K
|
+99
|
+0.8%
|
|
|
2012
|
North Star Asset Management
Neenah,
Wisconsin
|
$635K
|
+$116K
|
+2,187
|
+22%
|
|
|
2013
|
Athena Investment Management
Orinda,
California
|
$634K
|
–
|
–
|
–
|
|
|
2014
|
Revisor Wealth Management
Akron,
Ohio
|
$634K
|
+$139K
|
+2,604
|
+28%
|
|
|
2015
|
Seven Mile Advisory
Ewing,
New Jersey
|
$632K
|
+$9.74K
|
+183
|
+2%
|
|
|
2016
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$632K
|
–
|
–
|
–
|
|
|
2017
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$631K
|
–
|
–
|
–
|
|
|
2018
|
Excalibur Management
Waltham,
Massachusetts
|
$629K
|
+$479
|
+9
|
+0.1%
|
|
|
2019
|
Spinnaker Investment Group
Newport Beach,
California
|
$628K
|
+$1.28K
|
+24
|
+0.2%
|
|
|
2020
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$628K
|
-$90.7K
|
-1,704
|
-13%
|
|
|
2021
|
Per Stirling Capital Management
Austin,
Texas
|
$625K
|
+$26.8K
|
+504
|
+4%
|
|
|
2022
|
Calton & Associates
Tampa,
Florida
|
$625K
|
+$166K
|
+3,126
|
+36%
|
|
|
2023
|
Prescott Group Capital Management
Tulsa,
Oklahoma
|
$624K
|
–
|
–
|
–
|
|
|
2024
|
Beta Wealth Group
San Diego,
California
|
$624K
|
+$32.1K
|
+603
|
+5%
|
|
|
2025
|
Advisor OS
Chicago,
Illinois
|
$624K
|
+$20K
|
+375
|
+3%
|
|
