|
2001
|
Bell Investment Advisors
Oakland,
California
|
$70.8K
|
+$21.4K
|
+96
|
+49%
|
|
|
2002
|
Activest Wealth Management
Aventure,
Florida
|
$70.3K
|
+$55.2K
|
+248
|
+590%
|
|
|
2003
|
ORG Partners
Roanoke,
Indiana
|
$69.6K
|
-$6.01K
|
-27
|
-9%
|
|
|
2004
|
Compass Financial Services
West Des Moines,
Iowa
|
$69.3K
|
+$223
|
+1
|
+0.4%
|
|
|
2005
|
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
$69.3K
|
–
|
–
|
–
|
|
|
2006
|
Perkins Coie Trust Company
Seattle,
Washington
|
$69.1K
|
–
|
–
|
–
|
|
|
2007
|
Fairscale Capital
Nashua,
New Hampshire
|
$67.6K
|
–
|
–
|
–
|
|
|
2008
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$67.4K
|
–
|
–
|
–
|
|
|
2009
|
MeadowBrook Investment Advisors
Livonia,
Michigan
|
$67.1K
|
–
|
–
|
–
|
|
|
2010
|
Fortitude Family Office
Scottsdale,
Arizona
|
$66.9K
|
+$223
|
+1
|
+0.4%
|
|
|
2011
|
TrustBank
Olney,
Illinois
|
$66.9K
|
+$61.4K
|
+276
|
New
|
|
|
2012
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$66.2K
|
-$3.15M
|
-14,140
|
-98%
|
|
|
2013
|
Kerr Financial Planning
Fresno,
California
|
$65.8K
|
-$15.6K
|
-70
|
-19%
|
|
|
2014
|
Standard Family Office
Sioux Falls,
South Dakota
|
$65K
|
–
|
–
|
–
|
|
|
2015
|
Evelyn Partners Investment Management Services
London,
|
$63K
|
–
|
–
|
–
|
|
|
2016
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$63K
|
+$57.4K
|
+258
|
New
|
|
|
2017
|
Private Wealth Management Group
Princeton,
New Jersey
|
$62.3K
|
–
|
–
|
–
|
|
|
2018
|
Covestor
London,
United Kingdom
|
$62K
|
+$890
|
+4
|
+2%
|
|
|
2019
|
Kemnay Advisory Services
New York
|
$60.3K
|
-$17.5M
|
-78,491
|
-100%
|
|
|
2020
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$60.3K
|
+$4.45K
|
+20
|
+9%
|
|
|
2021
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$58K
|
–
|
–
|
–
|
|
|
2022
|
Entrust Financial
Wayne,
Pennsylvania
|
$56.5K
|
+$51.9K
|
+233
|
New
|
|
|
2023
|
Gunpowder Capital Management
Towson,
Maryland
|
$56.5K
|
+$51.9K
|
+233
|
New
|
|
|
2024
|
Evolution Advisers
Richmond,
Virginia
|
$56K
|
-$37K
|
-166
|
-42%
|
|
|
2025
|
Murphy & Mullick Capital Management
Smithtown,
New York
|
$56K
|
+$445
|
+2
|
+0.9%
|
|
