|
2001
|
Wealth Architects
Mountain View,
California
|
$244K
|
-$7.43K
|
-170
|
-3%
|
|
|
2002
|
American Beacon Advisors
Irving,
Texas
|
$244K
|
+$29.5K
|
+676
|
+14%
|
|
|
2003
|
Summit X LLC
Chesterfield,
Missouri
|
$244K
|
+$249K
|
+5,693
|
New
|
|
|
2004
|
Chase Investment Counsel
Charlottesville,
Virginia
|
$241K
|
+$7.08K
|
+162
|
+3%
|
|
|
2005
|
Allstate Corporation
Northbrook,
Illinois
|
$241K
|
+$244K
|
+5,595
|
New
|
|
|
2006
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$240K
|
+$14.4K
|
+329
|
+6%
|
|
|
2007
|
R.H. Bluestein & Co
Birmingham,
Michigan
|
$240K
|
+$17.5K
|
+400
|
+8%
|
|
|
2008
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$239K
|
+$9.92K
|
+227
|
+4%
|
|
|
2009
|
CreativeOne Wealth
Overland Park,
Kansas
|
$238K
|
+$242K
|
+5,536
|
New
|
|
|
2010
|
Krilogy Financial
St. Louis,
Missouri
|
$237K
|
-$77.3K
|
-1,769
|
-24%
|
|
|
2011
|
Flossbach Von Storch
Cologne,
Germany
|
$237K
|
–
|
–
|
–
|
|
|
2012
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$236K
|
-$14.2K
|
-326
|
-6%
|
|
|
2013
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$235K
|
–
|
–
|
–
|
|
|
2014
|
DSC Advisors
Chicago,
Illinois
|
$234K
|
-$19.6K
|
-449
|
-8%
|
|
|
2015
|
Hobart Private Capital
Charlotte,
North Carolina
|
$232K
|
+$236K
|
+5,395
|
New
|
|
|
2016
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$231K
|
–
|
–
|
–
|
|
|
2017
|
Resource Management
Metairie,
Louisiana
|
$230K
|
+$218
|
+5
|
+0.1%
|
|
|
2018
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$230K
|
+$6.68K
|
+153
|
+3%
|
|
|
2019
|
Portland Global Advisors
Portland,
Maine
|
$230K
|
+$12.1K
|
+278
|
+5%
|
|
|
2020
|
First Long Island Investors
Jericho,
New York
|
$229K
|
–
|
–
|
–
|
|
|
2021
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$228K
|
-$16.8K
|
-384
|
-7%
|
|
|
2022
|
Baxter Bros Inc
Riverside,
Connecticut
|
$228K
|
+$231K
|
+5,294
|
New
|
|
|
2023
|
Private Ocean
San Rafael,
California
|
$226K
|
–
|
–
|
–
|
|
|
2024
|
Planning Alternatives
Birmingham,
Michigan
|
$226K
|
+$229K
|
+5,245
|
New
|
|
|
2025
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$224K
|
-$15.7K
|
-360
|
-6%
|
|
