|
2001
|
DB Wealth Management Group
San Diego,
California
|
$104K
|
–
|
–
|
–
|
|
|
2002
|
Lipe & Dalton
Syracuse,
New York
|
$104K
|
–
|
–
|
–
|
|
|
2003
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$104K
|
–
|
–
|
–
|
|
|
2004
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$103K
|
–
|
–
|
–
|
|
|
2005
|
Silvant Capital Management
Atlanta,
Georgia
|
$101K
|
–
|
–
|
–
|
|
|
2006
|
West Oak Capital
Westlake Village,
California
|
$99K
|
–
|
–
|
–
|
|
|
2007
|
Zions Bancorporation
Salt Lake City,
Utah
|
$98.4K
|
–
|
–
|
–
|
|
|
2008
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$96.7K
|
+$348
|
+3
|
+0.4%
|
|
|
2009
|
Clearstead Trust
Portland,
Maine
|
$96.7K
|
+$76.3K
|
+657
|
+438%
|
|
|
2010
|
Lagoda Investment Management
New York
|
$95.8K
|
–
|
–
|
–
|
|
|
2011
|
Dakota Community Bank & Trust
Hebron,
North Dakota
|
$94.9K
|
-$1.51K
|
-13
|
-2%
|
|
|
2012
|
Bell Investment Advisors
Oakland,
California
|
$91.4K
|
+$23.8K
|
+205
|
+37%
|
|
|
2013
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$91.2K
|
–
|
–
|
–
|
|
|
2014
|
WFA of San Diego
San Diego,
California
|
$90.4K
|
–
|
–
|
–
|
|
|
2015
|
CKW Financial Group
Honolulu,
Hawaii
|
$90K
|
–
|
–
|
–
|
|
|
2016
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$89.8K
|
–
|
–
|
–
|
|
|
2017
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$88.3K
|
-$2.67K
|
-23
|
-3%
|
|
|
2018
|
Flaharty Asset Management
Clearwater,
Florida
|
$88K
|
+$85.2K
|
+734
|
New
|
|
|
2019
|
SJS Investment Consulting
Sylvania,
Ohio
|
$86.3K
|
+$2.44K
|
+21
|
+3%
|
|
|
2020
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$83.9K
|
–
|
–
|
–
|
|
|
2021
|
EARNEST Partners
Atlanta,
Georgia
|
$83.9K
|
–
|
–
|
–
|
|
|
2022
|
SRH Advisors
Salina,
Kansas
|
$83.6K
|
–
|
–
|
–
|
|
|
2023
|
|
$83.4K
|
-$7.2K
|
-62
|
-8%
|
|
|
2024
|
RFP Financial Group
Atlanta,
Georgia
|
$81.6K
|
–
|
–
|
–
|
|
|
2025
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$81.4K
|
-$5.22K
|
-45
|
-1%
|
|
