|
2001
|
Clear Creek Financial Management
Silverdale,
Washington
|
$413K
|
+$28.1K
|
+81
|
+7%
|
|
|
2002
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$413K
|
-$13.9K
|
-40
|
-3%
|
|
|
2003
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$412K
|
-$10.1K
|
-29
|
-2%
|
|
|
2004
|
Indie Asset Partners
Carmel,
Indiana
|
$412K
|
+$347
|
+1
|
+0.1%
|
|
|
2005
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$411K
|
-$37.8K
|
-109
|
-8%
|
|
|
2006
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$411K
|
+$428K
|
+1,235
|
New
|
|
|
2007
|
Trustco Bank (New York)
Albany,
New York
|
$410K
|
–
|
–
|
–
|
|
|
2008
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$409K
|
+$86K
|
+248
|
+25%
|
|
|
2009
|
Revisor Wealth Management
Akron,
Ohio
|
$409K
|
-$372K
|
-1,073
|
-47%
|
|
|
2010
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$407K
|
-$102K
|
-294
|
-19%
|
|
|
2011
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$406K
|
+$29.8K
|
+86
|
+8%
|
|
|
2012
|
MCF Advisors
Covington,
Kentucky
|
$405K
|
-$5.89K
|
-17
|
-1%
|
|
|
2013
|
New Wave Wealth Advisors
Springdale,
Arkansas
|
$405K
|
+$421K
|
+1,215
|
New
|
|
|
2014
|
Strategic Wealth Partners
Independence,
Ohio
|
$402K
|
+$36.1K
|
+104
|
+9%
|
|
|
2015
|
ProVise Management Group
Clearwater,
Florida
|
$402K
|
+$112K
|
+324
|
+37%
|
|
|
2016
|
First Nebraska Trust
Lincoln,
Nebraska
|
$402K
|
–
|
–
|
–
|
|
|
2017
|
|
$400K
|
-$202K
|
-582
|
-33%
|
|
|
2018
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$400K
|
–
|
–
|
–
|
|
|
2019
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$399K
|
+$18K
|
+52
|
+5%
|
|
|
2020
|
Balyasny Asset Management
Chicago,
Illinois
|
$397K
|
+$414K
|
+1,193
|
New
|
|
|
2021
|
Greenline Partners
New York
|
$397K
|
–
|
–
|
–
|
|
|
2022
|
Stonebrook Private
Northville,
Michigan
|
$395K
|
-$236K
|
-680
|
-36%
|
|
|
2023
|
S.A. Mason
Holland,
Michigan
|
$395K
|
+$63.5K
|
+183
|
+18%
|
|
|
2024
|
CJM Wealth Advisers
Falls Church,
Virginia
|
$395K
|
+$347
|
+1
|
+0.1%
|
|
|
2025
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$394K
|
-$518K
|
-1,495
|
-56%
|
|
