|
2001
|
WMS Partners
Towson,
Maryland
|
$427K
|
+$171K
|
+2,193
|
+77%
|
|
|
2002
|
City Center Advisors LLC
Troy,
Michigan
|
$427K
|
–
|
–
|
–
|
|
|
2003
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$427K
|
+$1.56K
|
+20
|
+0.4%
|
|
|
2004
|
Neumann Capital Management
Foster City,
California
|
$426K
|
+$15.6K
|
+200
|
+4%
|
|
|
2005
|
Covenant Asset Management
Chester,
New Jersey
|
$425K
|
-$5.7K
|
-73
|
-1%
|
|
|
2006
|
Meridian Wealth Advisors
Austin,
Texas
|
$425K
|
+$33.3K
|
+427
|
+9%
|
|
|
2007
|
Cromwell Holdings
Jackson,
Wyoming
|
$425K
|
+$392K
|
+5,023
|
New
|
|
|
2008
|
Howland Capital Management
Boston,
Massachusetts
|
$423K
|
+$8.9K
|
+114
|
+2%
|
|
|
2009
|
Facet Wealth Inc
Baltimore,
Maryland
|
$422K
|
-$5.7K
|
-73
|
-1%
|
|
|
2010
|
Magnolia Capital Management
Cold Spring,
New York
|
$422K
|
–
|
–
|
–
|
|
|
2011
|
Cedar Point Capital Partners
Cedar Rapids,
Iowa
|
$422K
|
–
|
–
|
–
|
|
|
2012
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$421K
|
+$15.8K
|
+202
|
+4%
|
|
|
2013
|
Dean Investment Associates
Beavercreek,
Ohio
|
$421K
|
–
|
–
|
–
|
|
|
2014
|
Nichols & Pratt Advisers
Boston,
Massachusetts
|
$420K
|
+$26.9K
|
+345
|
+7%
|
|
|
2015
|
|
$419K
|
+$67.9K
|
+870
|
+21%
|
|
|
2016
|
Financial Engines Advisors
Santa Clara,
California
|
$419K
|
+$11.2K
|
+144
|
+3%
|
|
|
2017
|
Patrick M. Sweeney & Associates
Libertyville,
Illinois
|
$418K
|
+$8.66K
|
+111
|
+2%
|
|
|
2018
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$418K
|
-$17.2K
|
-221
|
-4%
|
|
|
2019
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$418K
|
-$3.9K
|
-50
|
-1%
|
|
|
2020
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$416K
|
-$110K
|
-1,414
|
-22%
|
|
|
2021
|
Chelsea Counsel Company
Los Angeles,
California
|
$416K
|
–
|
–
|
–
|
|
|
2022
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$416K
|
–
|
–
|
–
|
|
|
2023
|
Washington Trust Bank
Spokane,
Washington
|
$415K
|
-$7.34K
|
-94
|
-2%
|
|
|
2024
|
Cetera Trust Company
St. Paul,
Minnesota
|
$415K
|
–
|
–
|
–
|
|
|
2025
|
Kennebec Savings Bank
Augusta,
Maine
|
$414K
|
+$383K
|
+4,902
|
New
|
|
