|
2001
|
Physician Wealth Advisors
Midvale,
Utah
|
$418K
|
+$17.1K
|
+168
|
+4%
|
|
|
2002
|
Wright Investors Service
Shelton,
Connecticut
|
$418K
|
-$1.22K
|
-12
|
-0.3%
|
|
|
2003
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$417K
|
-$130K
|
-1,273
|
-23%
|
|
|
2004
|
55 North Private Wealth
Winter Park,
Florida
|
$415K
|
+$74.7K
|
+733
|
+20%
|
|
|
2005
|
Salomon & Ludwin
Richmond,
Virginia
|
$415K
|
+$48.8K
|
+479
|
+12%
|
|
|
2006
|
Alesco Advisors
Pittsford,
New York
|
$415K
|
+$34.8K
|
+341
|
+9%
|
|
|
2007
|
Royal Capital Wealth Management
Carmel,
Indiana
|
$414K
|
–
|
–
|
–
|
|
|
2008
|
Westwood Holdings Group
Dallas,
Texas
|
$414K
|
-$2.08M
|
-20,431
|
-83%
|
|
|
2009
|
LifeWealth Investments
Winter Garden,
Florida
|
$413K
|
-$52.4K
|
-514
|
-11%
|
|
|
2010
|
Bull Harbor Capital
Bethesda,
Maryland
|
$413K
|
+$62.9K
|
+617
|
+17%
|
|
|
2011
|
Keebeck Wealth Management
Chicago,
Illinois
|
$410K
|
+$149K
|
+1,461
|
+53%
|
|
|
2012
|
Twin Tree Management
Dallas,
Texas
|
$410K
|
-$464K
|
-4,550
|
-52%
|
|
|
2013
|
Sun Group Wealth Partners
Irvine,
California
|
$409K
|
+$5K
|
+49
|
+1%
|
|
|
2014
|
Foster & Motley
Cincinnati,
Ohio
|
$409K
|
+$141K
|
+1,386
|
+48%
|
|
|
2015
|
Wealthquest
Cincinnati,
Ohio
|
$409K
|
+$102
|
+1
|
+0%
|
|
|
2016
|
Hobart Private Capital
Charlotte,
North Carolina
|
$408K
|
-$23.7K
|
-232
|
-5%
|
|
|
2017
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$405K
|
–
|
–
|
–
|
|
|
2018
|
Denver PWM
Denver,
Colorado
|
$405K
|
-$10.4K
|
-102
|
-3%
|
|
|
2019
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$405K
|
-$55.2K
|
-541
|
-11%
|
|
|
2020
|
BIP Wealth
Atlanta,
Georgia
|
$404K
|
+$117K
|
+1,146
|
+38%
|
|
|
2021
|
Carson Advisory
Athens,
Georgia
|
$404K
|
-$29.1K
|
-285
|
-6%
|
|
|
2022
|
Titan Wealth
St Peter Port,
|
$404K
|
+$12.2K
|
+120
|
+3%
|
|
|
2023
|
TwinBeech Capital
Purchase,
New York
|
$403K
|
+$426K
|
+4,183
|
New
|
|
|
2024
|
CVFG LLC
Shelbyville,
Indiana
|
$403K
|
+$7.24K
|
+71
|
+2%
|
|
|
2025
|
First Bankers Trust
Louisville,
Kentucky
|
$402K
|
-$46.7K
|
-458
|
-10%
|
|
