|
2001
|
Oakworth Capital
Birmingham,
Alabama
|
$180K
|
–
|
–
|
–
|
|
|
2002
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$179K
|
-$1.14M
|
-30,018
|
-87%
|
|
|
2003
|
Tortoise Investment Management
White Plains,
New York
|
$177K
|
–
|
–
|
–
|
|
|
2004
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$176K
|
+$175K
|
+4,641
|
New
|
|
|
2005
|
West Paces Advisors
Atlanta,
Georgia
|
$173K
|
-$25.2K
|
-667
|
-13%
|
|
|
2006
|
Register Financial Advisors
Atlanta,
Georgia
|
$172K
|
-$58.5K
|
-1,548
|
-25%
|
|
|
2007
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$171K
|
-$5.86K
|
-155
|
-3%
|
|
|
2008
|
Private Ocean
San Rafael,
California
|
$171K
|
-$1.13K
|
-30
|
-0.7%
|
|
|
2009
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$170K
|
-$10.4K
|
-275
|
-6%
|
|
|
2010
|
Hendershot Investments
Centreville,
Virginia
|
$165K
|
–
|
–
|
–
|
|
|
2011
|
Ashburton (Jersey)
St Helier,
Jersey
|
$164K
|
–
|
–
|
–
|
|
|
2012
|
|
$164K
|
–
|
–
|
–
|
|
|
2013
|
Pflug Koory
Omaha,
Nebraska
|
$163K
|
–
|
–
|
–
|
|
|
2014
|
GeoWealth Management
Chicago,
Illinois
|
$162K
|
-$312K
|
-8,251
|
-66%
|
|
|
2015
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$160K
|
–
|
–
|
–
|
|
|
2016
|
Capula Management
Grand Cayman,
Cayman Islands
|
$157K
|
-$1.47M
|
-38,859
|
-90%
|
|
|
2017
|
Carmel Capital Partners
San Diego,
California
|
$154K
|
+$154K
|
+4,074
|
New
|
|
|
2018
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$154K
|
+$11.2K
|
+296
|
+8%
|
|
|
2019
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$152K
|
+$492
|
+13
|
+0.3%
|
|
|
2020
|
Covestor
London,
United Kingdom
|
$151K
|
-$71.6K
|
-1,893
|
-32%
|
|
|
2021
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$148K
|
-$8.47K
|
-224
|
-5%
|
|
|
2022
|
Crewe Advisors
Salt Lake City,
Utah
|
$146K
|
-$18.5K
|
-489
|
-11%
|
|
|
2023
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$142K
|
+$29.1K
|
+770
|
+26%
|
|
|
2024
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$142K
|
-$210K
|
-5,553
|
-60%
|
|
|
2025
|
CKW Financial Group
Honolulu,
Hawaii
|
$140K
|
–
|
–
|
–
|
|
