|
2001
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$248K
|
+$249K
|
+2,325
|
New
|
|
|
2002
|
Heritage Financial Services
Westwood,
Massachusetts
|
$248K
|
-$6.95K
|
-65
|
-3%
|
|
|
2003
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$248K
|
+$107
|
+1
|
+0%
|
|
|
2004
|
Cascade Financial Partners
San Diego,
California
|
$247K
|
+$3.85K
|
+36
|
+2%
|
|
|
2005
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$247K
|
-$19.6K
|
-183
|
-7%
|
|
|
2006
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$244K
|
-$134K
|
-1,250
|
-35%
|
|
|
2007
|
SFMG Wealth Advisors
Plano,
Texas
|
$244K
|
+$10.1K
|
+94
|
+4%
|
|
|
2008
|
Wade Financial Advisory
Campbell,
California
|
$241K
|
–
|
–
|
–
|
|
|
2009
|
Matthew Hamilton Rosenberg
|
$241K
|
+$41.5K
|
+388
|
+21%
|
|
|
2010
|
Diversified
Wilmington,
Delaware
|
$241K
|
+$241K
|
+2,255
|
New
|
|
|
2011
|
Forum Financial Management
Lombard,
Illinois
|
$240K
|
-$5.3M
|
-49,559
|
-96%
|
|
|
2012
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$240K
|
+$241K
|
+2,253
|
New
|
|
|
2013
|
Walden Wealth Partners
Beachwood,
Ohio
|
$239K
|
+$11.2K
|
+105
|
+5%
|
|
|
2014
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$239K
|
–
|
–
|
–
|
|
|
2015
|
FWG Holdings
Winter Park,
Florida
|
$239K
|
-$75.6K
|
-707
|
-26%
|
|
|
2016
|
MJP Associates
Farmington,
Connecticut
|
$239K
|
-$963
|
-9
|
-0.4%
|
|
|
2017
|
Clearstead Trust
Portland,
Maine
|
$238K
|
–
|
–
|
–
|
|
|
2018
|
CPA Asset Management
West Palm Beach,
Florida
|
$237K
|
–
|
–
|
–
|
|
|
2019
|
Chris Bulman
Roseville,
California
|
$236K
|
+$237K
|
+2,211
|
New
|
|
|
2020
|
Farmers National Bank
Danville,
Kentucky
|
$236K
|
-$963
|
-9
|
-0.4%
|
|
|
2021
|
DDFG Inc
Thousand Oaks,
California
|
$235K
|
+$428
|
+4
|
+0.2%
|
|
|
2022
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$235K
|
+$8.02K
|
+75
|
+4%
|
|
|
2023
|
Old Mission Capital
Chicago,
Illinois
|
$235K
|
+$235K
|
+2,201
|
New
|
|
|
2024
|
Private Capital Management (Florida)
Naples,
Florida
|
$234K
|
+$214
|
+2
|
+0.1%
|
|
|
2025
|
Blodgett Wealth Advisors
Concord,
California
|
$234K
|
–
|
–
|
–
|
|
