|
2001
|
PSI Advisors
Tampa,
Florida
|
$65.4K
|
-$12.8K
|
-59
|
-16%
|
|
|
2002
|
Tacita Capital
Toronto,
Ontario, Canada
|
$64.5K
|
–
|
–
|
–
|
|
|
2003
|
Quintet Private Bank (Europe)
Luxembourg
|
$62.4K
|
-$17.5K
|
-81
|
-24%
|
|
|
2004
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$61.3K
|
–
|
–
|
–
|
|
|
2005
|
Toth Financial Advisory
Leesburg,
Virginia
|
$60.6K
|
–
|
–
|
–
|
|
|
2006
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$59.3K
|
+$5.62K
|
+26
|
+10%
|
|
|
2007
|
Sittner & Nelson
Eugene,
Oregon
|
$59.1K
|
-$453K
|
-2,095
|
-88%
|
|
|
2008
|
Bell Investment Advisors
Oakland,
California
|
$57K
|
–
|
–
|
–
|
|
|
2009
|
AllSquare Wealth Management
Albany,
New York
|
$54.6K
|
–
|
–
|
–
|
|
|
2010
|
TFC Financial Management
Boston,
Massachusetts
|
$53.8K
|
+$54.1K
|
+250
|
New
|
|
|
2011
|
Silicon Valley Capital Partners
San Jose,
California
|
$49.9K
|
–
|
–
|
–
|
|
|
2012
|
Bullock Wealth Management
Bloomington,
Indiana
|
$48.5K
|
+$15.1K
|
+70
|
+45%
|
|
|
2013
|
TD Capital Management
Memphis,
Tennessee
|
$47.3K
|
-$5.41K
|
-25
|
-10%
|
|
|
2014
|
WR Wealth Planners
Columbia,
Missouri
|
$47.3K
|
–
|
–
|
–
|
|
|
2015
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$47.1K
|
+$16.4K
|
+76
|
+53%
|
|
|
2016
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$47.1K
|
+$47.4K
|
+219
|
New
|
|
|
2017
|
First United Bank & Trust
Oakland,
Maryland
|
$46.9K
|
–
|
–
|
–
|
|
|
2018
|
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
|
$46K
|
–
|
–
|
–
|
|
|
2019
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$44.5K
|
+$44.8K
|
+207
|
New
|
|
|
2020
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$44.3K
|
–
|
–
|
–
|
|
|
2021
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$43.4K
|
+$42.2K
|
+195
|
New
|
|
|
2022
|
Belmont Capital
Los Angeles,
California
|
$43.2K
|
–
|
–
|
–
|
|
|
2023
|
Asset Management One
Tokyo,
Japan
|
$43K
|
-$21.6K
|
-100
|
-33%
|
|
|
2024
|
Central Bank & Trust
Lexington,
Kentucky
|
$43K
|
–
|
–
|
–
|
|
|
2025
|
West Branch Capital
Amherst,
Massachusetts
|
$43K
|
–
|
–
|
–
|
|
