|
2001
|
Providence First Trust
Scottsdale,
Arizona
|
$1.89M
|
-$6.5K
|
-50
|
-0.3%
|
|
|
2002
|
Affiance Financial
St. Louis Park,
Minnesota
|
$1.89M
|
-$5.2K
|
-40
|
-0.3%
|
|
|
2003
|
Waycross Investment Management
Bellingham,
Washington
|
$1.89M
|
-$13K
|
-100
|
-0.7%
|
|
|
2004
|
Journey Strategic Wealth
Summit,
New Jersey
|
$1.88M
|
-$14.3K
|
-110
|
-0.8%
|
|
|
2005
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$1.88M
|
+$161K
|
+1,237
|
+9%
|
|
|
2006
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$1.88M
|
-$18.2K
|
-140
|
-1%
|
|
|
2007
|
Tributary Capital Management
Omaha,
Nebraska
|
$1.88M
|
+$260K
|
+2,000
|
+16%
|
|
|
2008
|
Stelac Advisory Services
New York
|
$1.88M
|
+$1.04M
|
+8,000
|
+129%
|
|
|
2009
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$1.87M
|
-$3.9K
|
-30
|
-0.2%
|
|
|
2010
|
Alta Advisers
London,
United Kingdom
|
$1.87M
|
–
|
–
|
–
|
|
|
2011
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$1.87M
|
+$174K
|
+1,338
|
+11%
|
|
|
2012
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$1.86M
|
+$7.93K
|
+61
|
+0.4%
|
|
|
2013
|
Elevated Capital Advisors
Sandy,
Utah
|
$1.86M
|
-$55.4K
|
-426
|
-3%
|
|
|
2014
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$1.86M
|
-$129K
|
-989
|
-7%
|
|
|
2015
|
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
|
$1.86M
|
-$2.6K
|
-20
|
-0.1%
|
|
|
2016
|
Tiemann Investment Advisors
Menlo Park,
California
|
$1.85M
|
-$16.3K
|
-125
|
-0.9%
|
|
|
2017
|
Family Capital Trust
Peabody,
Massachusetts
|
$1.85M
|
–
|
–
|
–
|
|
|
2018
|
Advisor OS
Chicago,
Illinois
|
$1.85M
|
+$26.8K
|
+206
|
+1%
|
|
|
2019
|
Gates Foundation Trust
Kirkland,
Washington
|
$1.85M
|
+$1.82M
|
+14,000
|
New
|
|
|
2020
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$1.84M
|
+$40.6K
|
+312
|
+2%
|
|
|
2021
|
Plimoth Trust
Plymouth,
Massachusetts
|
$1.84M
|
-$17.6K
|
-135
|
-1%
|
|
|
2022
|
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
|
$1.83M
|
-$122K
|
-935
|
-6%
|
|
|
2023
|
Royal Capital Wealth Management
Carmel,
Indiana
|
$1.83M
|
–
|
–
|
–
|
|
|
2024
|
Financial Advisors Network
Tustin,
California
|
$1.83M
|
+$1.81M
|
+13,901
|
New
|
|
|
2025
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$1.83M
|
+$30.7K
|
+236
|
+2%
|
|
