|
2001
|
Gould Asset Management
Claremont,
California
|
$806K
|
+$7.16K
|
+119
|
+0.9%
|
|
|
2002
|
Churchill Management
Los Angeles,
California
|
$806K
|
+$130K
|
+2,165
|
+20%
|
|
|
2003
|
Norway Savings Bank
Portland,
Maine
|
$806K
|
+$780K
|
+12,967
|
New
|
|
|
2004
|
|
$800K
|
+$120K
|
+1,995
|
+18%
|
|
|
2005
|
TMD & Associates
Scottsdale,
Arizona
|
$799K
|
+$141K
|
+2,347
|
+22%
|
|
|
2006
|
Legg Mason Asset Management
Tokyo,
Japan
|
$796K
|
-$144K
|
-2,400
|
-16%
|
|
|
2007
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$793K
|
+$2.17K
|
+36
|
+0.3%
|
|
|
2008
|
Financial Consulate
Hunt Valley,
Maryland
|
$793K
|
+$9.14K
|
+152
|
+1%
|
|
|
2009
|
Signature Financial Management
Norfolk,
Virginia
|
$789K
|
–
|
–
|
–
|
|
|
2010
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$789K
|
+$62.4K
|
+1,038
|
+9%
|
|
|
2011
|
Central Bank & Trust
Lexington,
Kentucky
|
$788K
|
-$66.1K
|
-1,099
|
-8%
|
|
|
2012
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$787K
|
+$79.1K
|
+1,315
|
+12%
|
|
|
2013
|
Ronald Blue & Co
Roswell,
Georgia
|
$780K
|
-$49.4K
|
-822
|
-6%
|
|
|
2014
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$780K
|
+$109K
|
+1,814
|
+17%
|
|
|
2015
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$774K
|
-$32.9K
|
-547
|
-4%
|
|
|
2016
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$773K
|
+$39.6K
|
+659
|
+6%
|
|
|
2017
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$771K
|
+$33.3K
|
+553
|
+5%
|
|
|
2018
|
Pathstone Family Office
Englewood,
New Jersey
|
$771K
|
+$746K
|
+12,408
|
New
|
|
|
2019
|
Omnia Family Wealth
Aventura,
Florida
|
$767K
|
+$742K
|
+12,342
|
New
|
|
|
2020
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$764K
|
+$60
|
+1
|
+0%
|
|
|
2021
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$764K
|
+$740K
|
+12,295
|
New
|
|
|
2022
|
Cable Hill Partners
Portland,
Oregon
|
$755K
|
-$21.4K
|
-356
|
-3%
|
|
|
2023
|
Planning Alternatives
Birmingham,
Michigan
|
$755K
|
-$18K
|
-300
|
-2%
|
|
|
2024
|
Outfitter Advisors
Mclean,
Virginia
|
$754K
|
–
|
–
|
–
|
|
|
2025
|
SFMG Wealth Advisors
Plano,
Texas
|
$753K
|
+$51.1K
|
+849
|
+8%
|
|
