|
2001
|
The Family Firm
Bethesda,
Maryland
|
$403K
|
+$19.8K
|
+182
|
+5%
|
|
|
2002
|
Acropolis Investment Management
St. Louis,
Missouri
|
$402K
|
-$6.52K
|
-60
|
-2%
|
|
|
2003
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$402K
|
+$60.2K
|
+554
|
+18%
|
|
|
2004
|
Atwood & Palmer
Kansas City,
Missouri
|
$401K
|
–
|
–
|
–
|
|
|
2005
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$400K
|
-$1.85K
|
-17
|
-0.5%
|
|
|
2006
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$399K
|
-$4.57K
|
-42
|
-1%
|
|
|
2007
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$399K
|
+$4.02K
|
+37
|
+1%
|
|
|
2008
|
Y-Intercept (HK)
Hong Kong
|
$399K
|
+$400K
|
+3,680
|
New
|
|
|
2009
|
Citizens Business Bank
Ontario,
California
|
$398K
|
–
|
–
|
–
|
|
|
2010
|
Meridiem Investment Management
London,
United Kingdom
|
$397K
|
+$394K
|
+3,628
|
New
|
|
|
2011
|
44 Wealth Management
Eugene,
Oregon
|
$397K
|
+$394K
|
+3,629
|
New
|
|
|
2012
|
Quantbot Technologies
New York
|
$397K
|
+$395K
|
+3,631
|
New
|
|
|
2013
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$396K
|
–
|
–
|
–
|
|
|
2014
|
Laidlaw Wealth Management
New York City,
New York
|
$396K
|
+$187K
|
+1,723
|
+91%
|
|
|
2015
|
First Bank & Trust
Brookings,
South Dakota
|
$395K
|
-$38.5K
|
-354
|
-9%
|
|
|
2016
|
Summit Asset Management
Memphis,
Tennessee
|
$394K
|
-$5.11K
|
-47
|
-1%
|
|
|
2017
|
Evoke Wealth
Los Angeles,
California
|
$394K
|
+$25.3K
|
+233
|
+7%
|
|
|
2018
|
Cabot Wealth Management
Salem,
Massachusetts
|
$393K
|
+$28.8K
|
+265
|
+8%
|
|
|
2019
|
St. Clair Advisors
Mayfield Hts,
Ohio
|
$393K
|
+$390K
|
+3,589
|
New
|
|
|
2020
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$392K
|
+$217
|
+2
|
+0.1%
|
|
|
2021
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$392K
|
+$389K
|
+3,583
|
New
|
|
|
2022
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$391K
|
-$38.6K
|
-355
|
-9%
|
|
|
2023
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$391K
|
+$22.2K
|
+204
|
+6%
|
|
|
2024
|
Alera Investment Advisors
Deerfield,
Illinois
|
$390K
|
+$132K
|
+1,214
|
+52%
|
|
|
2025
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$389K
|
-$33.4K
|
-307
|
-8%
|
|
