|
2001
|
44 Wealth Management
Eugene,
Oregon
|
$9.17M
|
+$15.5K
|
+57
|
+0.2%
|
|
|
2002
|
Gordian Capital (Singapore)
Singapore
|
$9.17M
|
-$1.6M
|
-5,910
|
-14%
|
|
|
2003
|
S&T Bank
Indiana,
Pennsylvania
|
$9.16M
|
-$400K
|
-1,472
|
-4%
|
|
|
2004
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
|
$9.16M
|
+$243K
|
+896
|
+3%
|
|
|
2005
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$9.15M
|
+$39.4K
|
+145
|
+0.4%
|
|
|
2006
|
Columbia Trust
Portland,
Oregon
|
$9.13M
|
-$167K
|
-617
|
-2%
|
|
|
2007
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$9.12M
|
+$814
|
+3
|
+0%
|
|
|
2008
|
BNC Wealth Management
Beaverton,
Oregon
|
$9.12M
|
+$149K
|
+550
|
+2%
|
|
|
2009
|
Glassy Mountain Advisors
Bethesda,
Maryland
|
$9.12M
|
+$280K
|
+1,033
|
+3%
|
|
|
2010
|
Aries Wealth Management
Portland,
Maine
|
$9.09M
|
+$8.88M
|
+32,710
|
+1,213%
|
|
|
2011
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$9.06M
|
-$589K
|
-2,171
|
-6%
|
|
|
2012
|
Bank OZK
Little Rock,
Arkansas
|
$9.05M
|
-$235K
|
-865
|
-2%
|
|
|
2013
|
Clearstead Trust
Portland,
Maine
|
$9.05M
|
+$37.5K
|
+138
|
+0.4%
|
|
|
2014
|
Financial Engines Advisors
Santa Clara,
California
|
$9.05M
|
-$1.07M
|
-3,954
|
-10%
|
|
|
2015
|
|
$9.05M
|
+$191K
|
+702
|
+2%
|
|
|
2016
|
AIMZ Investment Advisors
Los Altos,
California
|
$9.04M
|
-$12.5K
|
-46
|
-0.1%
|
|
|
2017
|
Carderock Capital Management
Chevy Chase,
Maryland
|
$9.03M
|
-$254K
|
-937
|
-3%
|
|
|
2018
|
Chronos Wealth Management
Clearwater,
Florida
|
$9.01M
|
+$66.2K
|
+244
|
+0.7%
|
|
|
2019
|
Voya Financial Advisors
Windsor,
Connecticut
|
$9.01M
|
+$459K
|
+1,690
|
+5%
|
|
|
2020
|
Biltmore Family Office
Charlotte,
North Carolina
|
$9M
|
+$32.6K
|
+120
|
+0.3%
|
|
|
2021
|
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
$9M
|
+$3.14M
|
+11,557
|
+49%
|
|
|
2022
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$8.96M
|
+$13.8K
|
+51
|
+0.1%
|
|
|
2023
|
Brown Miller Wealth Management
Mclean,
Virginia
|
$8.95M
|
+$292K
|
+1,076
|
+3%
|
|
|
2024
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$8.95M
|
+$51.6K
|
+190
|
+0.5%
|
|
|
2025
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$8.94M
|
-$13.6K
|
-50
|
-0.1%
|
|
