|
2001
|
Raub Brock Capital Management
Larkspur,
California
|
$560K
|
+$2.98K
|
+50
|
+0.6%
|
|
|
2002
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$560K
|
+$75.7K
|
+1,268
|
+17%
|
|
|
2003
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$559K
|
-$1.35M
|
-22,593
|
-70%
|
|
|
2004
|
Fiducient Advisors
Chicago,
Illinois
|
$559K
|
-$585K
|
-9,790
|
-52%
|
|
|
2005
|
Westshore Wealth
Newport Beach,
California
|
$558K
|
–
|
–
|
–
|
|
|
2006
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$555K
|
–
|
–
|
–
|
|
|
2007
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$554K
|
+$61.4K
|
+1,029
|
+13%
|
|
|
2008
|
Private Ocean
San Rafael,
California
|
$553K
|
-$87.4K
|
-1,464
|
-14%
|
|
|
2009
|
Field & Main Bank
Henderson,
Kentucky
|
$553K
|
-$4.48K
|
-75
|
-0.8%
|
|
|
2010
|
Wealth Advisors of Tampa Bay
Tampa,
Florida
|
$552K
|
–
|
–
|
–
|
|
|
2011
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$551K
|
-$36.1K
|
-605
|
-6%
|
|
|
2012
|
WBH Advisory
Baltimore,
Maryland
|
$550K
|
-$155K
|
-2,588
|
-22%
|
|
|
2013
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$550K
|
-$18.9K
|
-316
|
-3%
|
|
|
2014
|
Kingfisher Capital
Charlotte,
North Carolina
|
$548K
|
+$2.98K
|
+50
|
+0.6%
|
|
|
2015
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$548K
|
+$20.6K
|
+345
|
+4%
|
|
|
2016
|
Benedetti & Gucer
Atlanta,
Georgia
|
$546K
|
–
|
–
|
–
|
|
|
2017
|
Occidental Asset Management
Burlingame,
California
|
$546K
|
+$179
|
+3
|
+0%
|
|
|
2018
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$545K
|
-$127K
|
-2,126
|
-20%
|
|
|
2019
|
Vivaldi Capital Management
Chicago,
Illinois
|
$545K
|
-$103K
|
-1,725
|
-15%
|
|
|
2020
|
HMS Capital Management
Nashville,
Tennessee
|
$544K
|
+$515K
|
+8,631
|
New
|
|
|
2021
|
Princeton Portfolio Strategies Group
Princeton,
New Jersey
|
$543K
|
-$1.15M
|
-19,232
|
-69%
|
|
|
2022
|
Verus Financial Partners
Richmond,
Virginia
|
$539K
|
+$84.2K
|
+1,411
|
+17%
|
|
|
2023
|
TriaGen Wealth Management
Calabasas,
California
|
$538K
|
-$5.97K
|
-100
|
-1%
|
|
|
2024
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$537K
|
-$27.3K
|
-457
|
-5%
|
|
|
2025
|
Adalta Capital Management
New York
|
$536K
|
–
|
–
|
–
|
|
