|
2001
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$227K
|
-$241K
|
-4,588
|
-51%
|
|
|
2002
|
IFG Advisory
Atlanta,
Georgia
|
$227K
|
+$630
|
+12
|
+0.3%
|
|
|
2003
|
Corundum Group
Colorado Springs,
Colorado
|
$227K
|
-$182K
|
-3,470
|
-44%
|
|
|
2004
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$226K
|
-$18.1K
|
-344
|
-7%
|
|
|
2005
|
Mattern Wealth Management
Lawrence,
Kansas
|
$226K
|
-$57.7K
|
-1,100
|
-20%
|
|
|
2006
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$226K
|
–
|
–
|
–
|
|
|
2007
|
Scientech Research LLC
Jersey City,
New Jersey
|
$225K
|
+$231K
|
+4,393
|
New
|
|
|
2008
|
Bristlecone Advisors
Bellevue,
Washington
|
$225K
|
-$25.7K
|
-490
|
-10%
|
|
|
2009
|
Great Diamond Partners
Portland,
Maine
|
$224K
|
+$19.3K
|
+367
|
+9%
|
|
|
2010
|
Atlas Wealth
Cincinnati,
Ohio
|
$223K
|
–
|
–
|
–
|
|
|
2011
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$223K
|
-$50.9K
|
-969
|
-18%
|
|
|
2012
|
CMG Global Holdings
Plano,
Texas
|
$222K
|
-$5.25K
|
-100
|
-2%
|
|
|
2013
|
Fort LP
Chevy Chase,
Maryland
|
$222K
|
+$7.87K
|
+150
|
+4%
|
|
|
2014
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$222K
|
-$16.9K
|
-321
|
-7%
|
|
|
2015
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$222K
|
-$109K
|
-2,072
|
-32%
|
|
|
2016
|
Riverview Trust Company
Vancouver,
Washington
|
$222K
|
–
|
–
|
–
|
|
|
2017
|
Meadow Creek Wealth Advisors
Atlanta,
Georgia
|
$222K
|
+$227K
|
+4,329
|
New
|
|
|
2018
|
Tiemann Investment Advisors
Menlo Park,
California
|
$222K
|
-$6.56K
|
-125
|
-3%
|
|
|
2019
|
Insight Advisors
Newtown,
Pennsylvania
|
$222K
|
-$13.5K
|
-257
|
-6%
|
|
|
2020
|
Avion Wealth
The Woodlands,
Texas
|
$221K
|
+$1.73K
|
+33
|
+0.8%
|
|
|
2021
|
KEB Asset Management
Springfield,
Illinois
|
$221K
|
–
|
–
|
–
|
|
|
2022
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$221K
|
-$997
|
-19
|
-0.4%
|
|
|
2023
|
CAP Partners LLC
Franklin,
Tennessee
|
$220K
|
+$226K
|
+4,297
|
New
|
|
|
2024
|
Woodward Diversified Capital
Bakersfield,
California
|
$220K
|
-$27.6K
|
-525
|
-11%
|
|
|
2025
|
Hutchinson Capital Management
San Rafael,
California
|
$220K
|
+$2.94K
|
+56
|
+1%
|
|
