|
2001
|
Donaldson Capital Management
Evansville,
Indiana
|
$346K
|
-$21.8K
|
-135
|
-6%
|
|
|
2002
|
D'Orazio & Associates
Falls Church,
Virginia
|
$346K
|
+$22.4K
|
+139
|
+7%
|
|
|
2003
|
PFW Advisors
Atlanta,
Georgia
|
$344K
|
-$807
|
-5
|
-0.2%
|
|
|
2004
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
$344K
|
+$4.03K
|
+25
|
+1%
|
|
|
2005
|
Facet Wealth Inc
Baltimore,
Maryland
|
$344K
|
+$84.7K
|
+525
|
+33%
|
|
|
2006
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$343K
|
+$235K
|
+1,458
|
New
|
|
|
2007
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$343K
|
+$14.8K
|
+92
|
+5%
|
|
|
2008
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$343K
|
+$342K
|
+2,118
|
New
|
|
|
2009
|
SNS Financial Group
Minneapolis,
Minnesota
|
$342K
|
+$14.5K
|
+90
|
+4%
|
|
|
2010
|
Natural Investments
Windsor,
California
|
$342K
|
-$26.1K
|
-162
|
-7%
|
|
|
2011
|
Evolution Wealth Advisors
Aventura,
Florida
|
$342K
|
+$26.8K
|
+166
|
+9%
|
|
|
2012
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$341K
|
+$340K
|
+2,108
|
New
|
|
|
2013
|
VELA Investment Management
New Albany,
Ohio
|
$340K
|
+$6.13K
|
+38
|
+2%
|
|
|
2014
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$339K
|
-$41.2K
|
-255
|
-11%
|
|
|
2015
|
Westbourne Investments
Alexandria,
Virginia
|
$338K
|
+$213K
|
+1,321
|
New
|
|
|
2016
|
Disciplined Investments
Tulsa,
Oklahoma
|
$338K
|
-$28.1K
|
-174
|
-8%
|
|
|
2017
|
Abacus Planning Group
Columbia,
South Carolina
|
$338K
|
+$968
|
+6
|
+0.3%
|
|
|
2018
|
Kanawha Capital Management
Richmond,
Virginia
|
$337K
|
-$4.03K
|
-25
|
-1%
|
|
|
2019
|
Activest Wealth Management
Aventure,
Florida
|
$336K
|
+$14.8K
|
+92
|
+5%
|
|
|
2020
|
Navellier & Associates
Reno,
Nevada
|
$335K
|
+$2.74K
|
+17
|
+0.8%
|
|
|
2021
|
Investment Advisory Group
Hanover,
Massachusetts
|
$335K
|
+$3.39K
|
+21
|
+1%
|
|
|
2022
|
LRI Investments
Palm Beach Gardens,
Florida
|
$334K
|
+$17.6K
|
+109
|
+0.5%
|
|
|
2023
|
BostonPremier Wealth
Hanover,
Massachusetts
|
$333K
|
–
|
–
|
–
|
|
|
2024
|
Allium Financial Advisors
Lake Oswego,
Oregon
|
$332K
|
-$1.61K
|
-10
|
-0.5%
|
|
|
2025
|
Birch Financial Group
Keene,
New Hampshire
|
$332K
|
+$331K
|
+2,050
|
New
|
|
