|
2001
|
West Paces Advisors
Atlanta,
Georgia
|
$98.7K
|
-$41.5K
|
-543
|
-30%
|
|
|
2002
|
McIlrath & Eck
Arlington,
Washington
|
$96.4K
|
+$12.5K
|
+164
|
+16%
|
|
|
2003
|
First Command Advisory Services
Fort Worth,
Texas
|
$96.3K
|
+$19.2K
|
+251
|
+26%
|
|
|
2004
|
Wolff Wiese Magana
Carslbad,
California
|
$95.9K
|
+$917
|
+12
|
+1%
|
|
|
2005
|
AllSquare Wealth Management
Albany,
New York
|
$95.5K
|
–
|
–
|
–
|
|
|
2006
|
Rise Advisors
Rochester,
New York
|
$94.9K
|
+$52.1K
|
+682
|
+134%
|
|
|
2007
|
Silvant Capital Management
Atlanta,
Georgia
|
$93.2K
|
-$2.38M
|
-31,158
|
-96%
|
|
|
2008
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$92.4K
|
-$8.33K
|
-109
|
-9%
|
|
|
2009
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$90.9K
|
-$33.7K
|
-441
|
-28%
|
|
|
2010
|
PFS Partners
Mine Hill,
New Jersey
|
$89.8K
|
+$687
|
+9
|
+0.8%
|
|
|
2011
|
Fortitude Family Office
Scottsdale,
Arizona
|
$87.3K
|
–
|
–
|
–
|
|
|
2012
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$87K
|
-$9.17K
|
-120
|
-10%
|
|
|
2013
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
$86.1K
|
+$37.8K
|
+495
|
+85%
|
|
|
2014
|
MV Capital Management
Bethesda,
Maryland
|
$79.2K
|
+$3.51K
|
+46
|
+5%
|
|
|
2015
|
Syntax Research
Boca Raton,
Florida
|
$73.9K
|
–
|
–
|
–
|
|
|
2016
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$73.8K
|
-$50.9K
|
-666
|
-42%
|
|
|
2017
|
Chilton Capital Management
Houston,
Texas
|
$70.6K
|
-$21.3K
|
-279
|
-24%
|
|
|
2018
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
$70.5K
|
–
|
–
|
–
|
|
|
2019
|
Stephens Consulting
Flint,
Michigan
|
$69.2K
|
-$15.4K
|
-201
|
-19%
|
|
|
2020
|
Standard Family Office
Sioux Falls,
South Dakota
|
$68.1K
|
+$65.2K
|
+854
|
New
|
|
|
2021
|
DecisionPoint Financial
Mesa,
Arizona
|
$67.2K
|
–
|
–
|
–
|
|
|
2022
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$64.4K
|
+$153
|
+2
|
+0.2%
|
|
|
2023
|
Bellevue Asset Management
Bellevue,
Washington
|
$64.3K
|
+$76
|
+1
|
+0.1%
|
|
|
2024
|
|
$63.8K
|
+$61.1K
|
+800
|
New
|
|
|
2025
|
Keener Financial Planning
Keller,
Texas
|
$63K
|
+$59.8K
|
+783
|
New
|
|
