|
2001
|
Golden State Wealth Management
Santa Ana,
California
|
$1.49M
|
+$72.9K
|
+777
|
+5%
|
|
|
2002
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$1.49M
|
+$61K
|
+650
|
+4%
|
|
|
2003
|
Napatree Capital
Westerly,
Rhode Island
|
$1.49M
|
+$67K
|
+714
|
+4%
|
|
|
2004
|
Gould Asset Management
Claremont,
California
|
$1.49M
|
+$33.7K
|
+359
|
+2%
|
|
|
2005
|
Pin Oak Investment Advisors
Houston,
Texas
|
$1.48M
|
+$65.7K
|
+700
|
+4%
|
|
|
2006
|
Neville Rodie & Shaw
New York
|
$1.48M
|
-$282K
|
-3,010
|
-15%
|
|
|
2007
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$1.48M
|
-$39K
|
-416
|
-2%
|
|
|
2008
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$1.48M
|
-$750
|
-8
|
-0%
|
|
|
2009
|
Grimes & Company
Westborough,
Massachusetts
|
$1.48M
|
+$47.6K
|
+507
|
+3%
|
|
|
2010
|
Portside Wealth Group
Provo,
Utah
|
$1.47M
|
-$788K
|
-8,400
|
-33%
|
|
|
2011
|
Crescent Sterling
Metairie,
Louisiana
|
$1.47M
|
+$510K
|
+5,434
|
+48%
|
|
|
2012
|
Price Capital Management
Lafayette,
Louisiana
|
$1.47M
|
+$1.57M
|
+16,730
|
New
|
|
|
2013
|
Renasant Bank
Tupelo,
Mississippi
|
$1.47M
|
-$170K
|
-1,815
|
-10%
|
|
|
2014
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$1.47M
|
-$490K
|
-5,221
|
-23%
|
|
|
2015
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$1.46M
|
+$281
|
+3
|
+0%
|
|
|
2016
|
Romano Brothers & Co
Evanston,
Illinois
|
$1.46M
|
+$4.6K
|
+49
|
+0.3%
|
|
|
2017
|
Patron Partners
Houston,
Texas
|
$1.46M
|
+$119K
|
+1,271
|
+8%
|
|
|
2018
|
Two Sigma Investments
New York
|
$1.46M
|
-$2.79M
|
-29,734
|
-64%
|
|
|
2019
|
My Legacy Advisors
Bend,
Oregon
|
$1.46M
|
+$14.4K
|
+154
|
+0.9%
|
|
|
2020
|
Dillon & Associates
Jackson,
Michigan
|
$1.46M
|
+$56.2K
|
+599
|
+4%
|
|
|
2021
|
Apella Capital
West Hartford,
Connecticut
|
$1.45M
|
+$760K
|
+8,106
|
+100%
|
|
|
2022
|
Foundation Resource Management
Little Rock,
Arkansas
|
$1.45M
|
-$264K
|
-2,809
|
-14%
|
|
|
2023
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$1.45M
|
-$160K
|
-1,710
|
-10%
|
|
|
2024
|
Enhancing Capital
Harrisburg,
Pennsylvania
|
$1.45M
|
–
|
–
|
–
|
|
|
2025
|
Savoir Faire Capital Management
Norwalk,
Connecticut
|
$1.45M
|
+$1.54M
|
+16,469
|
New
|
|
