|
2001
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$12.6M
|
-$172K
|
-1,024
|
-1%
|
|
|
2002
|
Peninsula Wealth
San Francisco,
California
|
$12.6M
|
+$1.33M
|
+7,914
|
+12%
|
|
|
2003
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$12.6M
|
+$780K
|
+4,637
|
+7%
|
|
|
2004
|
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
|
$12.6M
|
+$111K
|
+662
|
+0.9%
|
|
|
2005
|
KRS Capital Management
Bloomfield,
Michigan
|
$12.6M
|
+$841
|
+5
|
+0%
|
|
|
2006
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$12.5M
|
+$3.4M
|
+20,210
|
+39%
|
|
|
2007
|
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
|
$12.5M
|
-$2.55M
|
-15,147
|
-17%
|
|
|
2008
|
Stevens Capital Management
Radnor,
Pennsylvania
|
$12.5M
|
+$2.76M
|
+16,436
|
+30%
|
|
|
2009
|
Arden Trust
Wilmington,
Delaware
|
$12.5M
|
-$3.49M
|
-20,781
|
-22%
|
|
|
2010
|
Morse Asset Management
Darien,
Connecticut
|
$12.5M
|
-$532K
|
-3,165
|
-4%
|
|
|
2011
|
McDonough Capital Management
Orlando,
Florida
|
$12.5M
|
+$138K
|
+823
|
+1%
|
|
|
2012
|
Intelligence Driven Advisers
Carlsbad,
California
|
$12.4M
|
-$731K
|
-4,349
|
-6%
|
|
|
2013
|
WFA of San Diego
San Diego,
California
|
$12.4M
|
-$1.65M
|
-9,787
|
-12%
|
|
|
2014
|
Physician Wealth Advisors
Midvale,
Utah
|
$12.4M
|
-$43.9K
|
-261
|
-0.3%
|
|
|
2015
|
Baader Bank Aktiengesellschaft
Unterschleissheim,
Germany
|
$12.4M
|
-$4.6M
|
-27,376
|
-28%
|
|
|
2016
|
High Net Worth Advisory Group
Naples,
Florida
|
$12.4M
|
-$13.6K
|
-81
|
-0.1%
|
|
|
2017
|
Financial Engines Advisors
Santa Clara,
California
|
$12.4M
|
+$3.21M
|
+19,100
|
+37%
|
|
|
2018
|
Columbia Trust
Portland,
Oregon
|
$12.4M
|
+$1.89M
|
+11,244
|
+18%
|
|
|
2019
|
Hall Private Wealth Advisors
Waxhaw,
North Carolina
|
$12.4M
|
+$2.11M
|
+12,552
|
+21%
|
|
|
2020
|
VeraBank
Henderson,
Texas
|
$12.4M
|
-$226K
|
-1,346
|
-2%
|
|
|
2021
|
JSF Financial
Los Angeles,
California
|
$12.4M
|
+$269K
|
+1,602
|
+2%
|
|
|
2022
|
Gratus Capital
Atlanta,
Georgia
|
$12.4M
|
+$3.2M
|
+19,042
|
+37%
|
|
|
2023
|
Torray Investment Partners
Bethesda,
Maryland
|
$12.4M
|
-$2.01M
|
-11,955
|
-14%
|
|
|
2024
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
$12.3M
|
+$211K
|
+1,254
|
+2%
|
|
|
2025
|
Chapman Investment Management
San Anselmo,
California
|
$12.3M
|
-$185K
|
-1,101
|
-2%
|
|
