|
2001
|
LVW Advisors
Pittsford,
New York
|
$600K
|
+$99.8K
|
+173
|
+21%
|
|
|
2002
|
Exchange Bank
Santa Rosa,
California
|
$600K
|
-$46.7K
|
-81
|
-7%
|
|
|
2003
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$598K
|
+$145K
|
+252
|
+34%
|
|
|
2004
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$598K
|
+$578K
|
+1,002
|
New
|
|
|
2005
|
|
$597K
|
–
|
–
|
–
|
|
|
2006
|
Highlander Partners
Dallas,
Texas
|
$597K
|
–
|
–
|
–
|
|
|
2007
|
|
$597K
|
+$577K
|
+1,000
|
New
|
|
|
2008
|
Probity Advisors
Dallas,
Texas
|
$596K
|
-$114K
|
-197
|
-16%
|
|
|
2009
|
Ted Buchan & Co
San Diego,
California
|
$594K
|
+$55.4K
|
+96
|
+11%
|
|
|
2010
|
Evernest Financial Advisors
Carmel,
Indiana
|
$594K
|
+$574K
|
+996
|
New
|
|
|
2011
|
Joel Isaacson & Co
New York
|
$594K
|
+$577
|
+1
|
+0.1%
|
|
|
2012
|
Cottage Street Advisors
Marion,
Massachusetts
|
$594K
|
-$164K
|
-285
|
-22%
|
|
|
2013
|
Townsend Asset Management
Raleigh,
North Carolina
|
$593K
|
-$2.88K
|
-5
|
-0.5%
|
|
|
2014
|
Harbour Investment Management
Edmonds,
Washington
|
$593K
|
–
|
–
|
–
|
|
|
2015
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
$593K
|
-$41.5K
|
-72
|
-7%
|
|
|
2016
|
Financial Engines Advisors
Santa Clara,
California
|
$591K
|
+$300K
|
+520
|
+111%
|
|
|
2017
|
Merlin Capital
Newport,
Rhode Island
|
$589K
|
-$6.34K
|
-11
|
-1%
|
|
|
2018
|
Kanawha Capital Management
Richmond,
Virginia
|
$589K
|
+$20.2K
|
+35
|
+4%
|
|
|
2019
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$588K
|
+$40.4K
|
+70
|
+8%
|
|
|
2020
|
Jamison Private Wealth Management
Milton,
Georgia
|
$588K
|
+$15K
|
+26
|
+3%
|
|
|
2021
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$588K
|
+$247K
|
+429
|
+77%
|
|
|
2022
|
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
$586K
|
–
|
–
|
–
|
|
|
2023
|
Old North State Wealth Management
Wilmington,
North Carolina
|
$583K
|
-$17.3K
|
-30
|
-3%
|
|
|
2024
|
Schusterman Interests
Tulsa,
Oklahoma
|
$582K
|
–
|
–
|
–
|
|
|
2025
|
Muirfield Wealth Advisors
Charlotte,
North Carolina
|
$579K
|
+$559K
|
+970
|
New
|
|
