|
2001
|
Parthenon LLC
Louisville,
Kentucky
|
$257K
|
–
|
–
|
–
|
|
|
2002
|
RNC Capital Management
Los Angeles,
California
|
$257K
|
+$11.3K
|
+40
|
+5%
|
|
|
2003
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$256K
|
+$244K
|
+865
|
New
|
|
|
2004
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$255K
|
-$20.3K
|
-72
|
-8%
|
|
|
2005
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$255K
|
+$244K
|
+864
|
New
|
|
|
2006
|
Joel Isaacson & Co
New York
|
$254K
|
-$6.77K
|
-24
|
-3%
|
|
|
2007
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$254K
|
+$2.25K
|
+8
|
+0.9%
|
|
|
2008
|
Willow Creek Wealth Management
Sebastopol,
California
|
$253K
|
–
|
–
|
–
|
|
|
2009
|
Falcon Point Capital
San Francisco,
California
|
$252K
|
–
|
–
|
–
|
|
|
2010
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
$252K
|
+$60.6K
|
+215
|
+26%
|
|
|
2011
|
NWAM LLC
Mercer Island,
Washington
|
$251K
|
+$240K
|
+850
|
New
|
|
|
2012
|
Mather Group
Chicago,
Illinois
|
$249K
|
+$237K
|
+842
|
New
|
|
|
2013
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$249K
|
+$238K
|
+843
|
New
|
|
|
2014
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$248K
|
+$282
|
+1
|
+0.1%
|
|
|
2015
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$246K
|
-$1.41K
|
-5
|
-0.6%
|
|
|
2016
|
Versant Capital Management
Phoenix,
Arizona
|
$246K
|
+$2.82K
|
+10
|
+1%
|
|
|
2017
|
Clear Creek Financial Management
Silverdale,
Washington
|
$245K
|
-$5.08K
|
-18
|
-2%
|
|
|
2018
|
Modera Wealth Management
Westwood,
New Jersey
|
$244K
|
–
|
–
|
–
|
|
|
2019
|
Austin Private Wealth
Austin,
Texas
|
$243K
|
-$9.59K
|
-34
|
-4%
|
|
|
2020
|
NorthRock Partners
Minneapolis,
Minnesota
|
$242K
|
-$31.9K
|
-113
|
-12%
|
|
|
2021
|
Marcum Wealth
Cleveland,
Ohio
|
$242K
|
-$26.2K
|
-93
|
-10%
|
|
|
2022
|
CVA Family Office
Denver,
Colorado
|
$241K
|
+$51.3K
|
+182
|
+29%
|
|
|
2023
|
Financial Engines Advisors
Santa Clara,
California
|
$240K
|
+$229K
|
+811
|
New
|
|
|
2024
|
IRON Financial
Northbrook,
Illinois
|
$240K
|
+$229K
|
+812
|
New
|
|
|
2025
|
Mountain Pacific Investment Advisers
Boise,
Idaho
|
$238K
|
+$227K
|
+806
|
New
|
|
