|
2001
|
|
$126K
|
+$115K
|
+2,100
|
New
|
|
|
2002
|
Winch Advisory Services
Appleton,
Wisconsin
|
$126K
|
+$2.24K
|
+41
|
+2%
|
|
|
2003
|
Clark Wealth Partners
O'fallon,
Illinois
|
$125K
|
+$109K
|
+2,000
|
+2,326%
|
|
|
2004
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$124K
|
+$41.8K
|
+766
|
+59%
|
|
|
2005
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$123K
|
-$7.97K
|
-146
|
-7%
|
|
|
2006
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$122K
|
-$24.8K
|
-454
|
-18%
|
|
|
2007
|
ESL Trust Services
Rochester,
New York
|
$120K
|
–
|
–
|
–
|
|
|
2008
|
Security National Bank
Omaha,
Nebraska
|
$117K
|
–
|
–
|
–
|
|
|
2009
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$117K
|
-$55
|
-1
|
-0.1%
|
|
|
2010
|
Albion Financial Group
Salt Lake City,
Utah
|
$116K
|
-$45K
|
-824
|
-30%
|
|
|
2011
|
GF Fund Management
Guangzhou,
China
|
$115K
|
+$105K
|
+1,915
|
New
|
|
|
2012
|
Capula Management
Grand Cayman,
Cayman Islands
|
$113K
|
+$103K
|
+1,887
|
New
|
|
|
2013
|
Creative Financial Designs
Kokomo,
Indiana
|
$110K
|
-$151K
|
-2,760
|
-60%
|
|
|
2014
|
Orion Capital Management
Coronado,
California
|
$107K
|
+$97.5K
|
+1,785
|
New
|
|
|
2015
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$104K
|
+$1.75K
|
+32
|
+2%
|
|
|
2016
|
Avion Wealth
The Woodlands,
Texas
|
$104K
|
–
|
–
|
–
|
|
|
2017
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$103K
|
-$5.95K
|
-109
|
-6%
|
|
|
2018
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$101K
|
-$5.46K
|
-100
|
-6%
|
|
|
2019
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$97.3K
|
+$88.5K
|
+1,621
|
New
|
|
|
2020
|
Pacific Center for Financial Services
San Ramon,
California
|
$96.2K
|
–
|
–
|
–
|
|
|
2021
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$96K
|
–
|
–
|
–
|
|
|
2022
|
Hoese & Co
Glencoe,
Minnesota
|
$96K
|
–
|
–
|
–
|
|
|
2023
|
Hemington Wealth Management
Falls Church,
Virginia
|
$96K
|
+$7.26K
|
+133
|
+9%
|
|
|
2024
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$95.6K
|
–
|
–
|
–
|
|
|
2025
|
Millstone Evans Group
Boulder,
Colorado
|
$95.4K
|
–
|
–
|
–
|
|
