|
2001
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$1.37M
|
+$8.84K
|
+81
|
+0.6%
|
|
|
2002
|
Arax Advisory Partners
Denver,
Colorado
|
$1.37M
|
+$28.5K
|
+261
|
+2%
|
|
|
2003
|
EPIQ Partners
Minneapolis,
Minnesota
|
$1.37M
|
–
|
–
|
–
|
|
|
2004
|
Park Place Capital
Homewood,
Alabama
|
$1.37M
|
+$23K
|
+211
|
+2%
|
|
|
2005
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$1.37M
|
+$182K
|
+1,668
|
+15%
|
|
|
2006
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$1.37M
|
+$34.5K
|
+316
|
+3%
|
|
|
2007
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$1.36M
|
+$715K
|
+6,554
|
+106%
|
|
|
2008
|
KEB Asset Management
Springfield,
Illinois
|
$1.36M
|
–
|
–
|
–
|
|
|
2009
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.36M
|
+$29.2K
|
+268
|
+2%
|
|
|
2010
|
Lifestyle Asset Management
Friendswood,
Texas
|
$1.36M
|
-$678K
|
-6,210
|
-33%
|
|
|
2011
|
ARS Investment Partners
New York
|
$1.36M
|
–
|
–
|
–
|
|
|
2012
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$1.36M
|
+$86.9K
|
+796
|
+7%
|
|
|
2013
|
Investment Partners
New Philadelphia,
Ohio
|
$1.36M
|
-$194K
|
-1,779
|
-12%
|
|
|
2014
|
Terril Brothers
St. Louis,
Missouri
|
$1.35M
|
+$1.96K
|
+18
|
+0.1%
|
|
|
2015
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$1.35M
|
+$13.6K
|
+125
|
+1%
|
|
|
2016
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$1.35M
|
+$2.62K
|
+24
|
+0.2%
|
|
|
2017
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$1.35M
|
+$2.07K
|
+19
|
+0.2%
|
|
|
2018
|
Disciplined Investments
Tulsa,
Oklahoma
|
$1.35M
|
-$803K
|
-7,363
|
-37%
|
|
|
2019
|
Partners in Financial Planning
Salem,
Virginia
|
$1.35M
|
–
|
–
|
–
|
|
|
2020
|
Renasant Bank
Tupelo,
Mississippi
|
$1.35M
|
+$64.5K
|
+591
|
+5%
|
|
|
2021
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$1.35M
|
+$200K
|
+1,834
|
+17%
|
|
|
2022
|
Prosperity Wealth Management
San Ramon,
California
|
$1.34M
|
+$48K
|
+440
|
+4%
|
|
|
2023
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$1.34M
|
+$902K
|
+8,270
|
+194%
|
|
|
2024
|
Gryphon Financial Partners
Columbus,
Ohio
|
$1.34M
|
-$98.1K
|
-899
|
-7%
|
|
|
2025
|
Castellan Group
Louisville,
Kentucky
|
$1.34M
|
+$111K
|
+1,014
|
+9%
|
|
