|
2001
|
De Burlo Group
Boston,
Massachusetts
|
$275K
|
–
|
–
|
–
|
|
|
2002
|
Delta Asset Management
Memphis,
Tennessee
|
$275K
|
-$9.63K
|
-169
|
-4%
|
|
|
2003
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$274K
|
+$114
|
+2
|
+0%
|
|
|
2004
|
Griffin Asset Management
New York
|
$273K
|
–
|
–
|
–
|
|
|
2005
|
Calton & Associates
Tampa,
Florida
|
$273K
|
+$256K
|
+4,496
|
New
|
|
|
2006
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$272K
|
+$1.71K
|
+30
|
+0.7%
|
|
|
2007
|
Wealth Effects
Boston,
Massachusetts
|
$272K
|
-$66.8K
|
-1,172
|
-21%
|
|
|
2008
|
Skyline Advisors
Bellingham,
Washington
|
$272K
|
+$255K
|
+4,472
|
New
|
|
|
2009
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$271K
|
+$26.3K
|
+462
|
+12%
|
|
|
2010
|
Thomas Story & Son
Culver,
Indiana
|
$271K
|
–
|
–
|
–
|
|
|
2011
|
Bank of Marin
Novato,
California
|
$270K
|
-$44.3K
|
-778
|
-15%
|
|
|
2012
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$270K
|
+$39.9K
|
+700
|
+19%
|
|
|
2013
|
Facet Wealth Inc
Baltimore,
Maryland
|
$270K
|
+$273K
|
+4,797
|
New
|
|
|
2014
|
Financial Engines Advisors
Santa Clara,
California
|
$269K
|
-$321K
|
-5,633
|
-56%
|
|
|
2015
|
Rogco LP
Claremore,
Oklahoma
|
$269K
|
+$146K
|
+2,564
|
+137%
|
|
|
2016
|
|
$269K
|
+$252K
|
+4,427
|
New
|
|
|
2017
|
Vivaldi Capital Management
Chicago,
Illinois
|
$269K
|
+$277K
|
+4,864
|
New
|
|
|
2018
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$268K
|
+$252K
|
+4,418
|
New
|
|
|
2019
|
Buttonwood Financial Advisors
Baltimore,
Maryland
|
$268K
|
–
|
–
|
–
|
|
|
2020
|
Colonial River Investments
Midlothian,
Virginia
|
$268K
|
-$22.9K
|
-401
|
-8%
|
|
|
2021
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$268K
|
+$23K
|
+403
|
+10%
|
|
|
2022
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$267K
|
–
|
–
|
–
|
|
|
2023
|
TriaGen Wealth Management
Calabasas,
California
|
$267K
|
–
|
–
|
–
|
|
|
2024
|
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
|
$266K
|
+$249K
|
+4,373
|
New
|
|
|
2025
|
Advantage Trust Company
Salina,
Kansas
|
$265K
|
+$249K
|
+4,370
|
New
|
|
