|
2001
|
Team Hewins
Redwood City,
California
|
$204K
|
-$42.2K
|
-197
|
-18%
|
|
|
2002
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$204K
|
+$197K
|
+922
|
New
|
|
|
2003
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$203K
|
+$89.2K
|
+417
|
+83%
|
|
|
2004
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$203K
|
–
|
–
|
–
|
|
|
2005
|
|
$203K
|
+$197K
|
+919
|
New
|
|
|
2006
|
Ridgepath Capital Management
Knoxville,
Tennessee
|
$202K
|
+$196K
|
+914
|
New
|
|
|
2007
|
Moseley Investment Management
Bradenton,
Florida
|
$201K
|
+$195K
|
+912
|
New
|
|
|
2008
|
ESL Trust Services
Rochester,
New York
|
$201K
|
–
|
–
|
–
|
|
|
2009
|
O'Rourke & Company
Boston,
Massachusetts
|
$201K
|
+$195K
|
+909
|
New
|
|
|
2010
|
Lantern Wealth Advisors
Melville,
New York
|
$200K
|
+$194K
|
+906
|
New
|
|
|
2011
|
Nelson Capital Management
Menlo Park,
California
|
$200K
|
+$194K
|
+906
|
New
|
|
|
2012
|
|
$200K
|
-$22.9K
|
-107
|
-11%
|
|
|
2013
|
Park Place Capital
Homewood,
Alabama
|
$199K
|
–
|
–
|
–
|
|
|
2014
|
DZ Bank
Frankfurt Am Main,
Germany
|
$195K
|
–
|
–
|
–
|
|
|
2015
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$195K
|
+$59.7K
|
+279
|
+46%
|
|
|
2016
|
West Branch Capital
Amherst,
Massachusetts
|
$194K
|
+$214
|
+1
|
+0.1%
|
|
|
2017
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$190K
|
–
|
–
|
–
|
|
|
2018
|
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
|
$188K
|
–
|
–
|
–
|
|
|
2019
|
Schroder Investment Management Group
London,
United Kingdom
|
$183K
|
–
|
–
|
–
|
|
|
2020
|
BFSG LLC
Irvine,
California
|
$183K
|
+$17.1K
|
+80
|
+11%
|
|
|
2021
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$181K
|
+$23.5K
|
+110
|
+15%
|
|
|
2022
|
Matthew Hamilton Rosenberg
|
$178K
|
–
|
–
|
–
|
|
|
2023
|
Financial Connections Group
Corte Madera,
California
|
$178K
|
-$98.6K
|
-461
|
-36%
|
|
|
2024
|
Trivant Custom Portfolio Group
San Diego,
California
|
$177K
|
–
|
–
|
–
|
|
|
2025
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$173K
|
+$1.28K
|
+6
|
+0.8%
|
|
