|
2001
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$1.02M
|
+$36.9K
|
+215
|
+4%
|
|
|
2002
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$1.02M
|
-$201K
|
-1,171
|
-16%
|
|
|
2003
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$1.02M
|
+$90.2K
|
+525
|
+10%
|
|
|
2004
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$1.02M
|
+$1.03M
|
+5,983
|
New
|
|
|
2005
|
Primoris Wealth Advisors
North Palm Beach,
Florida
|
$1.02M
|
+$129K
|
+748
|
+19%
|
|
|
2006
|
Callan Family Office
Radnor,
Pennsylvania
|
$1.02M
|
+$69.9K
|
+407
|
+7%
|
|
|
2007
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$1.01M
|
+$1.02M
|
+5,962
|
New
|
|
|
2008
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$1.01M
|
-$155K
|
-904
|
-13%
|
|
|
2009
|
Profit Investment Management
North Bethesda,
Maryland
|
$1.01M
|
–
|
–
|
–
|
|
|
2010
|
Weatherly Asset Management
Del Mar,
California
|
$1.01M
|
+$166K
|
+966
|
+19%
|
|
|
2011
|
Royal Capital Wealth Management
Carmel,
Indiana
|
$1.01M
|
-$12.7K
|
-74
|
-1%
|
|
|
2012
|
Buckley Wealth Management
Las Vegas,
Nevada
|
$1.01M
|
+$32K
|
+186
|
+3%
|
|
|
2013
|
Franklin Street Advisors
Chapel Hill,
North Carolina
|
$1.01M
|
-$55.5K
|
-323
|
-5%
|
|
|
2014
|
Sargent Investment Group
Bethesda,
Maryland
|
$1.01M
|
+$57K
|
+332
|
+6%
|
|
|
2015
|
WCM Investment Management
Laguna Beach,
California
|
$1.01M
|
+$782K
|
+4,551
|
+329%
|
|
|
2016
|
Broadwater Capital
Boston,
Massachusetts
|
$1.01M
|
–
|
–
|
–
|
|
|
2017
|
Alpha DNA Investment Management
Columbia,
Maryland
|
$1.01M
|
-$29K
|
-169
|
-3%
|
|
|
2018
|
Curated Wealth Partners
El Segundo,
California
|
$1.01M
|
-$250K
|
-1,455
|
-20%
|
|
|
2019
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$1.01M
|
-$17.2K
|
-100
|
-2%
|
|
|
2020
|
Essex Investment Management
Boston,
Massachusetts
|
$1.01M
|
–
|
–
|
–
|
|
|
2021
|
Bank & Trust Company
Litchfield,
Illinois
|
$1M
|
-$3.78K
|
-22
|
-0.4%
|
|
|
2022
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$1M
|
-$14.1K
|
-82
|
-1%
|
|
|
2023
|
Personal CFO Solutions
Chester,
New Jersey
|
$1M
|
-$62.4K
|
-363
|
-6%
|
|
|
2024
|
Callan Capital
La Jolla,
California
|
$1M
|
+$65.1K
|
+379
|
+7%
|
|
|
2025
|
Invesco LLC (Illinois)
Des Plaines,
Illinois
|
$997K
|
-$295K
|
-1,718
|
-23%
|
|
