|
2001
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$2.51M
|
+$59.8K
|
+59
|
+2%
|
|
|
2002
|
Elevate Capital Advisors
Eagle,
Colorado
|
$2.51M
|
+$297K
|
+293
|
+12%
|
|
|
2003
|
Lyell Wealth Management
Menlo Park,
California
|
$2.51M
|
+$10.1K
|
+10
|
+0.4%
|
|
|
2004
|
Advisornet Financial
Minnetonka,
Minnesota
|
$2.5M
|
+$316K
|
+312
|
+13%
|
|
|
2005
|
Bell Asset Management
Melbourne,
Australia
|
$2.5M
|
-$319K
|
-315
|
-10%
|
|
|
2006
|
Lummis Asset Management
Fort Worth,
Texas
|
$2.5M
|
–
|
–
|
–
|
|
|
2007
|
Partners Wealth Management
Carmel By The Sea,
California
|
$2.49M
|
-$105K
|
-104
|
-4%
|
|
|
2008
|
Abacus Wealth Partners
Santa Monica,
California
|
$2.48M
|
-$7.1K
|
-7
|
-0.3%
|
|
|
2009
|
Eagle Rock Investment Company
Atlanta,
Georgia
|
$2.48M
|
-$253K
|
-250
|
-8%
|
|
|
2010
|
Penn Davis McFarland
Dallas,
Texas
|
$2.48M
|
-$55.8K
|
-55
|
-2%
|
|
|
2011
|
Greatmark Investment Partners
Columbus,
Georgia
|
$2.47M
|
-$9.12K
|
-9
|
-0.3%
|
|
|
2012
|
SMART Wealth
Omaha,
Nebraska
|
$2.47M
|
+$1.89M
|
+1,869
|
+229%
|
|
|
2013
|
Lewis Asset Management
Lafayette,
California
|
$2.47M
|
+$547K
|
+540
|
+25%
|
|
|
2014
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$2.47M
|
+$24.3K
|
+24
|
+0.9%
|
|
|
2015
|
Everpar Advisors
Tulsa,
Oklahoma
|
$2.46M
|
-$368K
|
-363
|
-12%
|
|
|
2016
|
Probity Advisors
Dallas,
Texas
|
$2.46M
|
-$99.4K
|
-98
|
-4%
|
|
|
2017
|
Keel Point
Huntsville,
Alabama
|
$2.46M
|
-$1.43M
|
-1,414
|
-35%
|
|
|
2018
|
GLR Partners
Columbia,
Maryland
|
$2.45M
|
+$2.7M
|
+2,661
|
New
|
|
|
2019
|
Pathfinder Wealth Consulting
Wilmington,
North Carolina
|
$2.45M
|
-$46.6K
|
-46
|
-2%
|
|
|
2020
|
Thomas Story & Son
Culver,
Indiana
|
$2.44M
|
–
|
–
|
–
|
|
|
2021
|
Financial Engines Advisors
Santa Clara,
California
|
$2.44M
|
-$420K
|
-414
|
-13%
|
|
|
2022
|
Douglas Lane & Associates
New York
|
$2.44M
|
+$2.03K
|
+2
|
+0.1%
|
|
|
2023
|
Cascades Capital Asset Management
Greensboro,
North Carolina
|
$2.44M
|
-$149K
|
-147
|
-5%
|
|
|
2024
|
Borer Denton & Associates
Blue Bell,
Pennsylvania
|
$2.44M
|
–
|
–
|
–
|
|
|
2025
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$2.44M
|
+$21.3K
|
+21
|
+0.8%
|
|
