|
2001
|
Terril Brothers
St. Louis,
Missouri
|
$1.52M
|
+$31.4K
|
+286
|
+2%
|
|
|
2002
|
Solitude Financial Services
Charlottesville,
Virginia
|
$1.52M
|
-$162K
|
-1,480
|
-10%
|
|
|
2003
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$1.51M
|
-$165K
|
-1,506
|
-10%
|
|
|
2004
|
ABN AMRO Bank
Amsterdam,
Netherlands
|
$1.51M
|
+$97.1K
|
+885
|
+7%
|
|
|
2005
|
Dover Advisors
Richmond,
Virginia
|
$1.51M
|
+$73.7K
|
+672
|
+6%
|
|
|
2006
|
Richard P. Slaughter Associates
Austin,
Texas
|
$1.51M
|
-$2.85K
|
-26
|
-0.2%
|
|
|
2007
|
Arax Advisory Partners
Denver,
Colorado
|
$1.51M
|
+$4.72K
|
+43
|
+0.3%
|
|
|
2008
|
BOK Financial Private Wealth
Denver,
Colorado
|
$1.51M
|
-$263K
|
-2,395
|
-16%
|
|
|
2009
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$1.51M
|
-$11K
|
-100
|
-0.8%
|
|
|
2010
|
W.H. Reaves & Co
Jersey City,
New Jersey
|
$1.5M
|
–
|
–
|
–
|
|
|
2011
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1.5M
|
+$79K
|
+720
|
+6%
|
|
|
2012
|
EPIQ Partners
Minneapolis,
Minnesota
|
$1.5M
|
–
|
–
|
–
|
|
|
2013
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$1.5M
|
+$1.4M
|
+12,771
|
New
|
|
|
2014
|
KEB Asset Management
Springfield,
Illinois
|
$1.5M
|
–
|
–
|
–
|
|
|
2015
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$1.5M
|
+$13.9K
|
+127
|
+1%
|
|
|
2016
|
Financial Engines Advisors
Santa Clara,
California
|
$1.5M
|
+$151K
|
+1,375
|
+12%
|
|
|
2017
|
ARS Investment Partners
New York
|
$1.49M
|
–
|
–
|
–
|
|
|
2018
|
Your Advocates Ltd
Houston,
Texas
|
$1.49M
|
-$31.4K
|
-286
|
-2%
|
|
|
2019
|
RFP Financial Group
Atlanta,
Georgia
|
$1.49M
|
-$21.7K
|
-198
|
-2%
|
|
|
2020
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$1.49M
|
-$18.2K
|
-166
|
-1%
|
|
|
2021
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$1.49M
|
+$17.6K
|
+160
|
+1%
|
|
|
2022
|
Summit Financial Strategies
Columbus,
Ohio
|
$1.48M
|
-$93.3K
|
-851
|
-6%
|
|
|
2023
|
RFG Holdings
Argyle,
Texas
|
$1.48M
|
+$69.5K
|
+634
|
+5%
|
|
|
2024
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.48M
|
-$10.4K
|
-95
|
-0.7%
|
|
|
2025
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$1.48M
|
+$64.2K
|
+585
|
+5%
|
|
