|
2001
|
Investment Management of Virginia
Richmond,
Virginia
|
$230K
|
+$228K
|
+1,246
|
New
|
|
|
2002
|
Allied Investment Advisors
Billings,
Montana
|
$229K
|
+$228K
|
+1,241
|
New
|
|
|
2003
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$229K
|
+$228K
|
+1,244
|
New
|
|
|
2004
|
Cerebellum
San Francisco,
California
|
$229K
|
+$244K
|
+1,329
|
New
|
|
|
2005
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$228K
|
-$18.3K
|
-100
|
-7%
|
|
|
2006
|
EPG Wealth Management
Atlanta,
Georgia
|
$228K
|
-$15.6K
|
-85
|
-6%
|
|
|
2007
|
High Falls Advisors
Rochester,
New York
|
$228K
|
+$227K
|
+1,237
|
New
|
|
|
2008
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$227K
|
+$226K
|
+1,231
|
New
|
|
|
2009
|
Provident Wealth Management
Brentwood,
Tennessee
|
$226K
|
-$6.6K
|
-36
|
-3%
|
|
|
2010
|
McRae Capital Management
Morristown,
New Jersey
|
$226K
|
+$224K
|
+1,224
|
New
|
|
|
2011
|
OneAscent Financial Services
Birmingham,
Alabama
|
$226K
|
+$224K
|
+1,224
|
New
|
|
|
2012
|
LifeSteps Financial
Claremont,
California
|
$225K
|
+$223K
|
+1,218
|
New
|
|
|
2013
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$224K
|
–
|
–
|
–
|
|
|
2014
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$224K
|
+$223K
|
+1,215
|
New
|
|
|
2015
|
Tortoise Investment Management
White Plains,
New York
|
$223K
|
–
|
–
|
–
|
|
|
2016
|
M. Kraus & Co
Shelburne,
Vermont
|
$223K
|
+$222K
|
+1,209
|
New
|
|
|
2017
|
Focused Wealth Management
Newburgh,
New York
|
$222K
|
-$21.3K
|
-116
|
-9%
|
|
|
2018
|
Inlet Private Wealth
Jupiter,
Florida
|
$222K
|
+$221K
|
+1,203
|
New
|
|
|
2019
|
Axiom Financial Strategies
New Albany,
Indiana
|
$222K
|
+$221K
|
+1,205
|
New
|
|
|
2020
|
Integer Wealth Advisors Group
Cartersville,
Georgia
|
$221K
|
–
|
–
|
–
|
|
|
2021
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$221K
|
+$220K
|
+1,200
|
New
|
|
|
2022
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$220K
|
+$218K
|
+1,190
|
New
|
|
|
2023
|
Total Investment Management
Scottsdale,
Arizona
|
$220K
|
+$218K
|
+1,190
|
New
|
|
|
2024
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$219K
|
-$36.7K
|
-200
|
-14%
|
|
|
2025
|
|
$218K
|
+$36.5K
|
+199
|
+20%
|
|
