|
2001
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$4.49M
|
+$130K
|
+395
|
+3%
|
|
|
2002
|
XML Financial
Bethesda,
Maryland
|
$4.49M
|
+$255K
|
+776
|
+6%
|
|
|
2003
|
Central Bank & Trust
Lexington,
Kentucky
|
$4.47M
|
+$26.3K
|
+80
|
+0.6%
|
|
|
2004
|
Wealth Effects
Boston,
Massachusetts
|
$4.47M
|
+$98.7K
|
+300
|
+2%
|
|
|
2005
|
SYM Financial Corp
Winona Lake,
Indiana
|
$4.46M
|
+$154K
|
+467
|
+3%
|
|
|
2006
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$4.46M
|
+$7.9K
|
+24
|
+0.2%
|
|
|
2007
|
NIA Impact Advisors
Berkeley,
California
|
$4.46M
|
-$1.62M
|
-4,929
|
-26%
|
|
|
2008
|
Garton & Associates Financial Advisors
Louisville,
Kentucky
|
$4.45M
|
-$521K
|
-1,582
|
-10%
|
|
|
2009
|
Garner Asset Management Corp
Plano,
Texas
|
$4.45M
|
-$331K
|
-1,006
|
-7%
|
|
|
2010
|
IFC Advisors
Los Angeles,
California
|
$4.44M
|
-$143K
|
-434
|
-3%
|
|
|
2011
|
Talon Private Wealth
The Villages,
Florida
|
$4.44M
|
+$4.72M
|
+14,341
|
New
|
|
|
2012
|
Lewis Asset Management
Lafayette,
California
|
$4.43M
|
+$82.9K
|
+252
|
+2%
|
|
|
2013
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$4.43M
|
-$58.2K
|
-177
|
-1%
|
|
|
2014
|
Freedom Day Solutions
Houston,
Texas
|
$4.43M
|
-$364K
|
-1,106
|
-7%
|
|
|
2015
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$4.43M
|
+$38.2K
|
+116
|
+0.8%
|
|
|
2016
|
Plancorp LLC
Saint Louis,
Missouri
|
$4.42M
|
+$86.9K
|
+264
|
+2%
|
|
|
2017
|
Hilltop Partners
Mishawaka,
Indiana
|
$4.42M
|
+$455K
|
+1,382
|
+11%
|
|
|
2018
|
McDonough Capital Management
Orlando,
Florida
|
$4.41M
|
+$423K
|
+1,284
|
+10%
|
|
|
2019
|
Consilium Wealth Advisory
Richardson,
Texas
|
$4.41M
|
+$627K
|
+1,906
|
+15%
|
|
|
2020
|
University of Illinois Foundation
Champaign,
Illinois
|
$4.4M
|
+$4.68M
|
+14,231
|
New
|
|
|
2021
|
Colonial River Investments
Midlothian,
Virginia
|
$4.39M
|
+$145K
|
+442
|
+3%
|
|
|
2022
|
BSW Wealth Partners
Boulder,
Colorado
|
$4.38M
|
+$42.8K
|
+130
|
+0.9%
|
|
|
2023
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$4.37M
|
+$4.65M
|
+14,121
|
New
|
|
|
2024
|
XTX Topco
George Town,
Cayman Islands
|
$4.36M
|
-$4.84M
|
-14,708
|
-51%
|
|
|
2025
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$4.35M
|
-$616K
|
-1,871
|
-12%
|
|
