|
2001
|
Red Door Wealth Management
Memphis,
Tennessee
|
$273K
|
-$2.74K
|
-57
|
-1%
|
|
|
2002
|
Madison Wealth Management
Cincinnati,
Ohio
|
$272K
|
-$21.6K
|
-449
|
-8%
|
|
|
2003
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$272K
|
–
|
–
|
–
|
|
|
2004
|
Cambiar Investors
Denver,
Colorado
|
$271K
|
+$17.6K
|
+365
|
+7%
|
|
|
2005
|
Dillon & Associates
Jackson,
Michigan
|
$269K
|
+$10.7K
|
+222
|
+4%
|
|
|
2006
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$269K
|
+$20.5K
|
+427
|
+8%
|
|
|
2007
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$267K
|
+$48
|
+1
|
+0%
|
|
|
2008
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$267K
|
+$33.4K
|
+695
|
+15%
|
|
|
2009
|
Tatro Capital
Lexington,
Kentucky
|
$266K
|
-$53.6K
|
-1,115
|
-17%
|
|
|
2010
|
LVW Advisors
Pittsford,
New York
|
$265K
|
+$30.5K
|
+634
|
+13%
|
|
|
2011
|
Canal Capital Management
Richmond,
Virginia
|
$263K
|
+$818
|
+17
|
+0.3%
|
|
|
2012
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$261K
|
+$254K
|
+5,284
|
New
|
|
|
2013
|
Financial Engines Advisors
Santa Clara,
California
|
$260K
|
+$252K
|
+5,237
|
New
|
|
|
2014
|
Security National Bank
Omaha,
Nebraska
|
$259K
|
–
|
–
|
–
|
|
|
2015
|
Silvant Capital Management
Atlanta,
Georgia
|
$259K
|
–
|
–
|
–
|
|
|
2016
|
Corundum Group
Colorado Springs,
Colorado
|
$258K
|
+$8.85K
|
+184
|
+4%
|
|
|
2017
|
BTC Capital Management
Des Moines,
Iowa
|
$257K
|
–
|
–
|
–
|
|
|
2018
|
Heron Financial Group
New York
|
$257K
|
+$15.8K
|
+328
|
+7%
|
|
|
2019
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$256K
|
+$13.6K
|
+283
|
+6%
|
|
|
2020
|
Chelsea Counsel Company
Los Angeles,
California
|
$256K
|
+$22.8K
|
+474
|
+10%
|
|
|
2021
|
Lantz Financial
Naperville,
Illinois
|
$255K
|
-$8.66K
|
-180
|
-3%
|
|
|
2022
|
Legacy Bridge
West Des Moines,
Iowa
|
$255K
|
-$5.39K
|
-112
|
-2%
|
|
|
2023
|
Ninety One (UK)
London,
United Kingdom
|
$255K
|
–
|
–
|
–
|
|
|
2024
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$254K
|
-$54.3K
|
-1,130
|
-18%
|
|
|
2025
|
CMC Financial Group
Atlanta,
Georgia
|
$254K
|
–
|
–
|
–
|
|
