|
2001
|
True Wealth Design
Akron,
Ohio
|
$75K
|
-$322K
|
-10,146
|
-81%
|
|
|
2002
|
EFG International
Zurich,
|
$71.3K
|
–
|
–
|
–
|
|
|
2003
|
Evermay Wealth Management
Arlington,
Virginia
|
$71.3K
|
–
|
–
|
–
|
|
|
2004
|
Napier Financial
Braintree,
Massachusetts
|
$67.7K
|
+$20.1K
|
+634
|
+42%
|
|
|
2005
|
Covestor
London,
United Kingdom
|
$67K
|
+$5.39K
|
+170
|
+9%
|
|
|
2006
|
First Community Trust
Dubuque,
Iowa
|
$66.5K
|
–
|
–
|
–
|
|
|
2007
|
Triumph Capital Management
Denver,
Colorado
|
$66.1K
|
+$4.79K
|
+151
|
+8%
|
|
|
2008
|
Nemes Rush Group
Novi,
Michigan
|
$64.5K
|
+$508
|
+16
|
+0.8%
|
|
|
2009
|
Roxbury Financial
Mount Arlington,
New Jersey
|
$63.6K
|
+$254
|
+8
|
+0.4%
|
|
|
2010
|
Pin Oak Investment Advisors
Houston,
Texas
|
$61K
|
+$571
|
+18
|
+0.9%
|
|
|
2011
|
Van Den Berg Management I
Austin,
Texas
|
$60.2K
|
–
|
–
|
–
|
|
|
2012
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$58.3K
|
-$6.12K
|
-193
|
-9%
|
|
|
2013
|
Addison Advisors
Middlebury,
Vermont
|
$57.5K
|
+$17.1K
|
+539
|
+42%
|
|
|
2014
|
Catherine Avery Investment Management
Longboat Key,
Florida
|
$57.3K
|
+$57.3K
|
+1,806
|
New
|
|
|
2015
|
Glassman Wealth Services
Vienna,
Virginia
|
$56.4K
|
-$189K
|
-5,962
|
-77%
|
|
|
2016
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$56K
|
–
|
–
|
–
|
|
|
2017
|
Godfrey Financial Associates
Glenmont,
New York
|
$55.6K
|
+$254
|
+8
|
+0.5%
|
|
|
2018
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$53.8K
|
–
|
–
|
–
|
|
|
2019
|
Kennebec Savings Bank
Augusta,
Maine
|
$53K
|
-$5.46K
|
-172
|
-9%
|
|
|
2020
|
Barrett & Company
Providence,
Rhode Island
|
$52.2K
|
-$43.2K
|
-1,361
|
-45%
|
|
|
2021
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$51.8K
|
–
|
–
|
–
|
|
|
2022
|
Frazier Financial Advisors
Columbus,
Ohio
|
$48.6K
|
+$1.05K
|
+33
|
+2%
|
|
|
2023
|
Hughes Financial Services
Herndon,
Virginia
|
$47.7K
|
–
|
–
|
–
|
|
|
2024
|
Operose Advisors
Milwaukee,
Wisconsin
|
$45.9K
|
-$4.06K
|
-128
|
-8%
|
|
|
2025
|
MTM Investment Management
Spartanburg,
South Carolina
|
$45.1K
|
–
|
–
|
–
|
|
